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REQIX: Laudus Rosenberg International Eq Sel (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/08/2001 |
| Last Dividend Date: | 12/01/2009 |
| 12-Mo. Yield | 3.08% |
| Expenses | - |
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Performance Analytics (As of 02/02/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/08/2001 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 38.7 | -10.8 | 0.6 | 1.0 | 0.0 | 21.8 | -44.2 | 6.6 | 24.3 | 14.0 | 18.9 | 36.3 | -13.0 | -24.6 |
| Sharpe Ratio | NA | 1.6 | -0.39 | -0.05 | -0.03 | 0.0 | 0.82 | -1.09 | 0.2 | 1.51 | 1.15 | 1.51 | 2.66 | -0.73 | -1.51 |
| Draw Down(%) | NA | 22.0 | 63.4 | 63.4 | 63.4 | 0.0 | 29.4 | 55.6 | 12.9 | 15.9 | 7.2 | 8.5 | 14.3 | 27.5 | 29.7 |
| Standard Deviation(%) | NA | 24.1 | 30.5 | 25.1 | 21.2 | NA | 26.4 | 41.1 | 18.1 | 13.9 | 10.3 | 11.9 | 13.4 | 19.2 | 18.4 |
| Treynor Ratio | NA | 0.45 | -0.13 | -0.01 | -0.01 | NA | 0.24 | -0.46 | 0.04 | 0.21 | 0.13 | 0.24 | 0.4 | -0.15 | -0.28 |
| Alpha | NA | -0.02 | -0.06 | -0.05 | -0.02 | 0.0 | -0.02 | -0.02 | -0.02 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | -0.02 |
| Beta | NA | 0.86 | 0.95 | 0.96 | 0.94 | 0.0 | 0.9 | 0.98 | 1.02 | 1.02 | 0.95 | 0.75 | 0.88 | 0.95 | 0.99 |
| RSquared | NA | 0.92 | 0.93 | 0.93 | 0.92 | 0.0 | 0.96 | 0.95 | 0.9 | 0.96 | 0.88 | 0.74 | 0.86 | 0.96 | 0.88 |
| Yield(%) | N/A | 3.1 | 4.6 | 4.8 | N/A | 0.0 | 2.7 | 3.0 | 9.6 | 3.3 | 1.2 | 0.5 | 1.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -52.9 | 245.7 | N/A | N/A | -100.0 | -52.9 | -69.5 | 239.9 | 217.2 | 190.0 | -51.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2001
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