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RDIVX: Laudus Rosenberg US Discovery Inv (MUTUAL FUND)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/10/2001 |
Last Dividend Date: | 11/12/2009 |
12-Mo. Yield | 0.03% |
Expenses | - |
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Performance Analytics (As of 01/05/2010)
Not up-to-date? TryLast 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 | 18.0 | -10.3 | -1.7 | 4.2 | 0.0 | 20.2 | -41.4 | 1.6 | 12.8 | 8.7 | 18.4 | 39.7 | -5.0 | 3.2 |
Sharpe Ratio | NA | 0.66 | -0.38 | -0.14 | 0.12 | 0.0 | 0.74 | -1.03 | -0.08 | 0.63 | 0.47 | 1.22 | 2.66 | -0.32 | 0.25 |
Draw Down(%) | NA | 25.9 | 59.4 | 59.4 | 59.4 | 0.0 | 25.9 | 55.2 | 13.8 | 13.8 | 10.4 | 12.1 | 10.5 | 22.4 | 13.9 |
Standard Deviation(%) | NA | 27.3 | 30.3 | 25.2 | 21.7 | NA | 27.3 | 40.8 | 18.2 | 15.3 | 13.8 | 14.3 | 14.7 | 19.1 | 13.1 |
Treynor Ratio | NA | 0.19 | -0.12 | -0.04 | 0.03 | NA | 0.21 | -0.45 | -0.01 | 0.07 | 0.05 | 0.15 | 0.52 | -0.09 | 0.07 |
Alpha | NA | -0.02 | -0.02 | -0.01 | 0.01 | 0.0 | -0.02 | -0.04 | -0.01 | -0.02 | 0.01 | 0.02 | 0.06 | 0.04 | 0.04 |
Beta | NA | 0.96 | 0.95 | 0.98 | 0.89 | 0.0 | 0.95 | 0.94 | 1.05 | 1.37 | 1.18 | 1.14 | 0.74 | 0.66 | 0.48 |
RSquared | NA | 0.9 | 0.9 | 0.88 | 0.82 | 0.0 | 0.9 | 0.91 | 0.85 | 0.81 | 0.79 | 0.79 | 0.75 | 0.8 | 0.49 |
Yield(%) | N/A | 0.0 | 2.8 | 3.1 | N/A | 0.0 | 0.0 | 0.5 | 7.9 | 2.8 | 2.1 | 1.5 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -96.1 | 55.5 | N/A | N/A | N/A | -100.0 | -93.9 | 208.3 | 45.5 | 65.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2001
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