Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXLIX (Laudus Rosenberg U.S. Large Cap Sel) | NA | 14.41% | -9.29% | -0.78% | NA | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 08/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXLIX (Laudus Rosenberg U.S. Large Cap Sel) | 08/01/2002 | 09/02/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.41 | -9.29 | -0.78 | NA | NA | NA | … | … | 2.61 | 19.23 | -39.09 | 7.60 | 14.48 | 11.25 | 11.82 | 24.97 | -1.96 |
| Sharpe Ratio | NA | 1.01 | -0.33 | -0.10 | NA | NA | NA | … | … | 0.28 | 0.82 | -0.98 | 0.27 | 0.94 | 0.79 | 0.94 | 1.54 | -0.23 |
| Standard Deviation(%) | NA | 14.14 | 28.98 | 24.19 | NA | NA | NA | … | … | 13.56 | 23.40 | 40.73 | 17.08 | 11.99 | 11.53 | 11.55 | 15.78 | 25.05 |
| Draw Down(%) | NA | 8.95 | 55.05 | 55.05 | NA | NA | NA | … | … | 8.95 | 24.83 | 49.92 | 10.45 | 10.52 | 7.81 | 9.70 | 11.94 | 16.34 |
| Yield(%) | 0.00 | 1.94 | 5.92 | 6.71 | 5.01 | 3.34 | 2.51 | … | … | 0.45 | 1.50 | 1.10 | 17.05 | 4.22 | 10.07 | 1.70 | 0.00 | 0.00 |
Data as of 09/02/2010, Common starting date is 08/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXLIX (Laudus Rosenberg U.S. Large Cap Sel) |
-14.95%
Feb 2006 – Feb 2009 |
-5.19%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXLIX (Laudus Rosenberg U.S. Large Cap Sel) |
18.35%
Feb 2003 – Feb 2006 |
15.33%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart