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SWMIX: LAUDUS INTERNATIONAL MARKETMASTERS FUND SELECT SHARES (MUTUAL FUND)
Basic Info 21.87 0.41(1.91%) May 02
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 04/06/2004 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 2.01% |
| Expenses | 0.84% |
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Performance Analytics (As of 04/28/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/06/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 10.8 | 11.7 | 4.7 | 3.0 | 2.0 | 4.4 | 5.1 | 5.3 | 0.9 | 12.5 | -27.1 | -9.5 | 16.5 | 26.1 | -19.1 | 33.6 | -0.3 | 1.7 | -6.0 | 22.8 | 23.4 | -13.6 | 21.8 | 48.4 | -47.3 | 16.2 | 23.7 | 18.3 | 11.1 |
| Sharpe Ratio | NA | 1.07 | 0.12 | -0.05 | 0.05 | 0.0 | NA | NA | 0.19 | -0.43 | 0.57 | -1.13 | -0.43 | 0.49 | 2.07 | -1.42 | 4.43 | -0.03 | 0.11 | -0.56 | 1.93 | 1.45 | -0.52 | 1.05 | 1.7 | -1.23 | 0.71 | 1.54 | 1.77 | 1.18 |
| Draw Down(%) | NA | 13.9 | 13.9 | 21.2 | 49.1 | 49.1 | NA | NA | 61.8 | 8.8 | 16.6 | 36.3 | 24.1 | 37.1 | 7.8 | 27.3 | 2.2 | 13.8 | 14.7 | 14.1 | 9.8 | 14.1 | 25.8 | 15.7 | 23.5 | 56.5 | 13.7 | 16.2 | 6.3 | 11.3 |
| Standard Deviation(%) | NA | 23.5 | 17.4 | 18.3 | 19.9 | 19.1 | NA | NA | 20.0 | 13.3 | 14.5 | 25.4 | 22.1 | 33.0 | 11.9 | 14.4 | 7.5 | 17.2 | 14.4 | 10.9 | 11.8 | 16.3 | 25.9 | 20.7 | 28.5 | 39.0 | 18.7 | 13.3 | 9.1 | 12.0 |
| Treynor Ratio | NA | 0.33 | 0.03 | -0.01 | 0.01 | 0.0 | NA | NA | 0.05 | -0.1 | 0.11 | -0.4 | -0.17 | 0.16 | 0.31 | -0.28 | 0.46 | -0.01 | 0.02 | -0.07 | 0.26 | 0.27 | -0.15 | 0.23 | 0.5 | -0.55 | 0.14 | 0.24 | 0.21 | 0.17 |
| Alpha | NA | 0.06 | 0.02 | 0.0 | 0.0 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.11 | 0.0 | -0.05 | 0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | 0.02 | 0.02 | -0.05 | 0.0 | 0.0 | 0.02 | 0.01 |
| Beta | NA | 0.76 | 0.66 | 0.72 | 0.7 | 0.78 | NA | NA | 0.84 | 0.59 | 0.77 | 0.72 | 0.54 | 0.99 | 0.79 | 0.73 | 0.71 | 0.94 | 0.86 | 0.83 | 0.86 | 0.88 | 0.9 | 0.94 | 0.97 | 0.87 | 0.94 | 0.85 | 0.77 | 0.82 |
| RSquared | NA | 0.93 | 0.81 | 0.87 | 0.72 | 0.79 | NA | NA | 0.88 | 0.73 | 0.87 | 0.9 | 0.33 | 0.9 | 0.91 | 0.9 | 0.75 | 0.92 | 0.93 | 0.92 | 0.95 | 0.85 | 0.96 | 0.97 | 0.98 | 0.98 | 0.96 | 0.91 | 0.77 | 0.78 |
| Yield(%) | N/A | 0.0 | 2.0 | 1.6 | 1.3 | 2.8 | 3.3 | 4.2 | N/A | 2.1 | 1.9 | 0.8 | 1.0 | 0.0 | 2.4 | 7.7 | 5.8 | 0.9 | 6.8 | 1.5 | 1.8 | 2.7 | 0.9 | 1.5 | 1.8 | 2.5 | 10.4 | 8.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 17.4 | 26.7 | -77.4 | 8.8 | N/A | N/A | N/A | 17.4 | 74.6 | -29.6 | N/A | -100.0 | -77.2 | 67.9 | 577.2 | -88.1 | 326.8 | -1.4 | -22.5 | 163.1 | -28.7 | 24.1 | -63.1 | -75.0 | 33.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2004
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