Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWOIX (LAUDUS INTERNATIONAL MARKETMASTERS FUND INVESTOR SHARES) | NA | -12.14% | 7.54% | 2.47% | 12.35% | 7.22% | 7.50% | … | … |
Data as of 03/11/2019, Common starting date is 12/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWOIX (LAUDUS INTERNATIONAL MARKETMASTERS FUND INVESTOR SHARES) | 12/27/1996 | 03/11/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.14 | 7.54 | 2.47 | 12.35 | 7.22 | 7.50 | … | … | 11.59 | -19.27 | 33.40 | -0.39 | 1.43 | -6.20 | 22.66 | 23.16 | -13.66 | 21.54 | 48.38 | -47.35 | 16.35 | 24.53 | 19.33 | 19.35 | 43.95 | -18.16 | -14.05 | -15.34 | 72.38 | 12.68 | 3.81 | 1.12 |
| Sharpe Ratio | NA | -0.96 | 0.52 | 0.15 | 0.70 | NA | NA | … | … | 6.26 | -1.43 | 4.37 | -0.03 | 0.10 | -0.57 | 1.91 | 1.43 | -0.53 | 1.04 | 1.69 | -1.24 | 0.72 | 1.60 | 1.89 | 1.52 | 3.37 | -1.18 | -0.99 | -0.77 | 3.18 | 0.55 | -4.76 | 358.07 |
| Standard Deviation(%) | NA | 13.98 | 13.04 | 13.27 | 17.13 | NA | NA | … | … | 12.53 | 14.38 | 7.53 | 17.19 | 14.35 | 10.82 | 11.84 | 16.31 | 25.95 | 20.68 | 28.52 | 38.94 | 18.65 | 13.30 | 9.07 | 12.10 | 12.85 | 16.29 | 16.71 | 25.07 | 21.76 | 17.08 | 10.76 | 0.84 |
| Draw Down(%) | NA | 23.92 | 27.41 | 27.41 | 27.41 | NA | NA | … | … | 2.59 | 27.41 | 2.22 | 13.80 | 14.74 | 14.15 | 9.81 | 14.10 | 25.84 | 15.74 | 23.49 | 56.61 | 13.75 | 16.17 | 6.41 | 11.34 | 16.30 | 29.42 | 28.06 | 30.53 | 10.99 | 27.66 | 10.88 | 0.00 |
| Yield(%) | 0.00 | 7.37 | 5.49 | 4.23 | 7.03 | 5.63 | 6.80 | … | … | 0.00 | 7.49 | 5.65 | 0.71 | 6.67 | 1.34 | 1.60 | 2.55 | 0.75 | 1.32 | 1.60 | 2.37 | 10.30 | 9.49 | 1.08 | 0.17 | 0.41 | 0.01 | 5.39 | 8.81 | 20.44 | 1.31 | 3.34 | 1.70 |
Data as of 03/11/2019, Common starting date is 12/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWOIX (LAUDUS INTERNATIONAL MARKETMASTERS FUND INVESTOR SHARES) |
-20.99%
Feb 2000 – Feb 2003 |
-3.36%
May 2007 – May 2012 |
1.84%
Feb 2000 – Feb 2010 |
4.53%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWOIX (LAUDUS INTERNATIONAL MARKETMASTERS FUND INVESTOR SHARES) |
35.42%
Mar 2003 – Mar 2006 |
26.74%
Oct 2002 – Oct 2007 |
13.71%
Oct 1997 – Oct 2007 |
11.51%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart