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RDISX: Laudus Rosenberg U.S. Discovery Sel (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/10/2001 |
| Last Dividend Date: | 05/14/2010 |
| 12-Mo. Yield | 1.35% |
| Expenses | - |
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Performance Analytics (As of 09/02/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/10/2001 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 22.0 | -7.6 | -1.2 | 5.6 | 7.8 | 27.1 | -41.2 | 2.0 | 13.2 | 9.1 | 18.7 | 39.7 | -4.8 | 3.2 |
| Sharpe Ratio | NA | 1.34 | -0.27 | -0.11 | 0.19 | 0.8 | 0.97 | -1.03 | -0.05 | 0.65 | 0.5 | 1.24 | 2.65 | -0.31 | 0.25 |
| Draw Down(%) | NA | 10.5 | 58.0 | 59.1 | 59.1 | 10.5 | 25.9 | 55.1 | 13.7 | 13.7 | 10.4 | 12.0 | 10.4 | 22.3 | 13.9 |
| Standard Deviation(%) | NA | 16.3 | 30.5 | 25.9 | 21.4 | 14.6 | 27.8 | 40.7 | 18.2 | 15.3 | 13.8 | 14.4 | 14.7 | 19.1 | 13.1 |
| Treynor Ratio | NA | 0.45 | -0.1 | -0.03 | 0.05 | 0.32 | 0.35 | -0.47 | -0.01 | 0.1 | 0.07 | 0.2 | 0.49 | -0.08 | 0.07 |
| Alpha | NA | 0.03 | -0.06 | -0.05 | -0.01 | 0.04 | 0.0 | -0.05 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.04 | 0.01 |
| Beta | NA | 0.49 | 0.79 | 0.82 | 0.79 | 0.37 | 0.77 | 0.89 | 0.95 | 0.99 | 0.94 | 0.88 | 0.8 | 0.71 | 0.45 |
| RSquared | NA | 0.59 | 0.89 | 0.89 | 0.88 | 0.46 | 0.98 | 0.95 | 0.92 | 0.97 | 0.97 | 0.96 | 0.91 | 0.87 | 0.57 |
| Yield(%) | N/A | 1.4 | 3.0 | 3.0 | N/A | 0.4 | 1.0 | 0.8 | 7.8 | 2.9 | 2.1 | 1.6 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 7.5 | 68.1 | N/A | N/A | -46.1 | -30.1 | -90.2 | 190.4 | 53.9 | 50.9 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2001
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See SMALL BLEND Asset Class Trend Rankings |
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