Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWMIX (LAUDUS INTERNATIONAL MARKETMASTERS FUND SELECT SHARES) | 19.96% | 17.75% | 11.15% | 1.93% | 2.93% | 5.69% | 5.34% | 5.71% |
Data as of 07/01/2025, AR inception is 04/06/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWMIX (LAUDUS INTERNATIONAL MARKETMASTERS FUND SELECT SHARES) | 04/06/2004 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 17.75 | 11.15 | 1.93 | 2.93 | 5.69 | 5.34 | 5.71 | 19.96 | 0.91 | 12.52 | -27.11 | -9.47 | 16.53 | 26.07 | -19.12 | 33.64 | -0.28 | 1.66 | -6.04 | 22.82 | 23.39 | -13.55 | 21.76 | 48.44 | -47.26 | 16.17 | 23.74 | 18.33 | 11.05 |
| Sharpe Ratio | NA | 0.81 | 0.39 | 0.02 | 0.07 | NA | NA | 0.22 | 2.09 | -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 | 1.70 | -1.23 | 0.71 | 1.54 | 1.77 | 1.18 |
| Standard Deviation(%) | NA | 17.36 | 17.21 | 19.42 | 19.09 | NA | NA | 19.90 | 19.96 | 13.25 | 14.52 | 25.41 | 22.08 | 32.99 | 11.92 | 14.40 | 7.49 | 17.22 | 14.41 | 10.88 | 11.82 | 16.29 | 25.95 | 20.67 | 28.47 | 38.97 | 18.73 | 13.34 | 9.14 | 12.04 |
| Draw Down(%) | NA | 13.90 | 18.75 | 49.09 | 49.09 | NA | NA | 61.81 | 13.90 | 8.83 | 16.56 | 36.33 | 24.13 | 37.09 | 7.80 | 27.30 | 2.23 | 13.82 | 14.67 | 14.12 | 9.82 | 14.11 | 25.79 | 15.68 | 23.49 | 56.54 | 13.73 | 16.20 | 6.34 | 11.34 |
| Yield(%) | 0.00 | 1.97 | 1.74 | 1.07 | 2.77 | 3.63 | 4.12 | 4.45 | 0.00 | 2.05 | 1.90 | 0.79 | 1.00 | 0.00 | 2.42 | 7.67 | 5.84 | 0.87 | 6.85 | 1.50 | 1.78 | 2.74 | 0.91 | 1.51 | 1.78 | 2.49 | 10.42 | 8.74 | 0.00 | 0.00 |
Data as of 07/01/2025, AR inception is 04/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWMIX (LAUDUS INTERNATIONAL MARKETMASTERS FUND SELECT SHARES) |
-15.66%
Feb 2006 - Feb 2009 |
-6.25%
Sep 2017 - Sep 2022 |
-0.06%
Oct 2013 - Oct 2023 |
0.40%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWMIX (LAUDUS INTERNATIONAL MARKETMASTERS FUND SELECT SHARES) |
27.95%
Feb 2009 - Feb 2012 |
23.35%
Feb 2009 - Feb 2014 |
12.36%
Feb 2009 - Feb 2019 |
8.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart