Find A Portfolio/Ticker
Comparison Box
LIEQX: LAUDUS MONDRIAN INTERNATIONAL EQUITY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/20/2008 |
| Last Dividend Date: | 12/15/2016 |
| 12-Mo. Yield | 2.46% |
| Expenses | 1.40% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/20/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.0 | 1.6 | 12.9 | 2.9 | -2.2 | -1.4 | 20.4 | 10.2 | -5.9 | 0.1 | 19.0 | -30.9 |
| Sharpe Ratio | NA | 1.29 | 0.07 | 0.61 | 0.07 | 2.87 | 0.15 | -0.14 | -0.13 | 1.65 | 0.64 | -0.24 | 0.0 | 0.73 | -1.0 |
| Draw Down(%) | NA | 7.2 | 20.3 | 20.4 | 51.9 | 4.0 | 9.9 | 17.2 | 14.3 | 8.6 | 15.3 | 20.8 | 20.0 | 30.7 | 44.2 |
| Standard Deviation(%) | NA | 9.5 | 14.7 | 13.8 | 21.2 | 8.1 | 17.4 | 15.4 | 10.9 | 12.3 | 16.0 | 24.2 | 19.0 | 25.7 | 50.5 |
| Treynor Ratio | NA | 0.13 | 0.01 | 0.09 | 0.02 | 0.26 | 0.03 | -0.02 | -0.02 | 0.23 | 0.12 | -0.07 | 0.0 | 0.22 | -0.56 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.02 | 0.02 | 0.0 | -0.02 | 0.03 | -0.02 | -0.03 | 0.02 |
| Beta | NA | 0.92 | 0.94 | 0.93 | 0.89 | 0.91 | 0.93 | 0.93 | 0.91 | 0.89 | 0.84 | 0.88 | 0.85 | 0.85 | 0.91 |
| RSquared | NA | 0.83 | 0.91 | 0.9 | 0.93 | 0.79 | 0.92 | 0.92 | 0.88 | 0.88 | 0.79 | 0.95 | 0.94 | 0.94 | 0.95 |
| Yield(%) | N/A | 2.5 | 9.7 | 9.3 | N/A | 0.0 | 2.6 | 5.8 | 26.0 | 2.8 | 3.4 | 4.6 | 2.9 | 1.7 | 0.5 |
| Dividend Growth(%) | N/A | -59.3 | 236.7 | N/A | N/A | -100.0 | -59.3 | -83.7 | 953.2 | -12.4 | -33.0 | 52.4 | 104.5 | 133.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Value Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Value
Best Mutual Funds
- SSAIX (SSGA INTERNATIONAL STOCK SELECTION FUND CLASS N) (100%)
- VTRIX (VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES) (99%)
- AAIPX (AMERICAN BEACON INTERNATIONAL EQUITY FUND INVESTOR CLASS) (98%)
- ICEUX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS I) (98%)
- TIVFX (THE TOCQUEVILLE INTERNATIONAL VALUE FUND THE TOCQUEVILLE INTERNATIONAL VALUE FUND) (97%)
- MYITX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND CLASS A) (95%)
- MYIIX (Mainstay 130/30 International Fund Class) (94%)
- MYINX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) (93%)
- GIEAX (GMO INTERNATIONAL EQUITY ALLOCATION FUND CLASS III) (90%)
- GTMIX (GMO TAX-MANAGED INTERNATIONAL EQUITIES FUND CLASS III) (90%)
Best ETFs
- EFV (iShares MSCI EAFE Value ETF) (99%)
- DWM (WisdomTree International Equity Fund) (96%)
- DTH (WisdomTree International High Dividend Fund) (96%)
- DOL (WisdomTree International LargeCap Dividend Fund) (93%)
- DWX (SPDR S&P International Dividend ETF) (92%)
- IDV (iShares International Select Dividend ETF) (91%)
- PXF (Invesco FTSE RAFI Developed Markets ex-U.S. ETF) (91%)
- FNDF (Schwab Fundamental International Equity ETF) (2%)
Latest Articles Related to LIEQX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
