Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LGILX (LAUDUS U.S. LARGE CAP GROWTH FUND LAUDUS U.S. LARGE CAP GROWTH FUND) | 3.97% | 10.29% | 23.13% | 12.54% | 14.28% | 15.99% | 12.64% | 8.62% |
Data as of 07/02/2025, AR inception is 12/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGILX (LAUDUS U.S. LARGE CAP GROWTH FUND LAUDUS U.S. LARGE CAP GROWTH FUND) | 12/17/1997 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.69 | 10.29 | 23.13 | 12.54 | 14.28 | 15.99 | 12.64 | 8.62 | 3.97 | 22.62 | 24.81 | -45.01 | 5.68 | 31.35 | 32.59 | 2.00 | 33.89 | 0.77 | 6.32 | 8.38 | 37.67 | 18.16 | 1.19 | 14.46 | 49.59 | -37.74 | 17.42 | 5.50 | 14.36 | 11.98 | 29.71 | -28.61 | -23.20 | -28.11 | 24.07 | 20.00 | 0.22 |
| Sharpe Ratio | NA | 0.31 | 0.83 | 0.49 | 0.56 | NA | NA | 0.32 | 0.17 | 0.81 | 0.87 | -1.29 | 0.24 | 0.87 | 1.97 | 0.03 | 3.49 | 0.04 | 0.38 | 0.53 | 2.94 | 1.20 | 0.05 | 0.81 | 2.01 | -0.98 | 0.89 | 0.16 | 1.02 | 0.84 | 1.68 | -1.09 | -0.92 | -1.02 | 0.99 | 0.74 | 0.16 |
| Standard Deviation(%) | NA | 25.10 | 22.66 | 23.64 | 22.57 | NA | NA | 22.16 | 29.62 | 19.83 | 23.75 | 36.14 | 23.85 | 35.77 | 15.79 | 22.32 | 9.57 | 15.64 | 16.77 | 15.83 | 12.79 | 15.24 | 25.09 | 17.65 | 24.63 | 39.52 | 16.20 | 14.05 | 11.99 | 13.20 | 17.29 | 27.29 | 28.13 | 31.64 | 20.96 | 22.49 | 17.15 |
| Draw Down(%) | NA | 23.14 | 23.14 | 43.00 | 43.00 | NA | NA | 67.74 | 23.05 | 13.63 | 14.83 | 46.18 | 19.34 | 31.03 | 8.39 | 22.17 | 3.08 | 15.56 | 14.16 | 11.07 | 7.47 | 12.19 | 19.32 | 15.75 | 17.87 | 49.32 | 8.68 | 17.40 | 8.92 | 11.92 | 10.80 | 36.73 | 40.25 | 37.45 | 13.50 | 23.89 | 3.51 |
| Yield(%) | 0.00 | 7.84 | 13.17 | 10.83 | 12.03 | 17.97 | 15.65 | 9.96 | 0.00 | 9.92 | 22.77 | 7.48 | 14.57 | 6.74 | 10.35 | 7.81 | 15.89 | 1.67 | 6.51 | 18.46 | 8.26 | 2.18 | 2.21 | 0.10 | 0.55 | 0.00 | 0.13 | 0.19 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.60 | 0.22 |
Data as of 07/02/2025, AR inception is 12/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGILX (LAUDUS U.S. LARGE CAP GROWTH FUND LAUDUS U.S. LARGE CAP GROWTH FUND) |
-28.47%
Mar 2000 - Mar 2003 |
-12.53%
Mar 2000 - Mar 2005 |
-5.50%
Jan 1999 - Jan 2009 |
2.64%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGILX (LAUDUS U.S. LARGE CAP GROWTH FUND LAUDUS U.S. LARGE CAP GROWTH FUND) |
30.12%
Dec 2018 - Dec 2021 |
25.79%
Feb 2009 - Feb 2014 |
19.31%
Sep 2011 - Sep 2021 |
17.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart