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MUIAX: Munder International Equity A (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/28/2011 |
| 12-Mo. Yield | 2.87% |
| Expenses | 1.83% |
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Performance Analytics (As of 12/11/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.5 | 3.6 | -1.1 | -6.0 | 6.7 | 3.6 | 3.6 | 6.1 | -14.7 | 6.2 | 30.0 | -40.0 | 6.5 | 27.9 | 14.3 | 17.2 | 40.5 | -17.8 | -22.1 | -17.4 | 44.7 | 13.2 | 2.9 | 4.8 |
| Sharpe Ratio | NA | 0.18 | -0.05 | -0.21 | 0.24 | NA | -0.04 | 0.34 | -0.5 | 0.27 | 0.93 | -1.0 | 0.21 | 1.79 | 1.27 | 1.32 | 2.85 | -0.91 | -1.24 | -1.12 | 2.76 | 0.47 | -4.09 | 0.87 |
| Draw Down(%) | NA | 18.5 | 28.8 | 60.2 | 62.1 | NA | 62.1 | 18.5 | 28.4 | 21.0 | 32.5 | 52.8 | 12.7 | 15.1 | 7.2 | 11.0 | 14.8 | 28.9 | 37.2 | 22.0 | 7.6 | 26.2 | 14.8 | 4.8 |
| Standard Deviation(%) | NA | 19.5 | 24.5 | 30.1 | 23.5 | NA | 21.2 | 19.1 | 29.7 | 22.4 | 32.1 | 40.6 | 16.3 | 13.8 | 9.5 | 12.3 | 13.9 | 20.7 | 20.0 | 19.1 | 15.0 | 21.0 | 12.7 | 6.8 |
| Treynor Ratio | NA | 0.03 | -0.01 | -0.06 | 0.06 | NA | -0.01 | 0.06 | -0.14 | 0.06 | 0.28 | -0.43 | 0.04 | 0.27 | 0.15 | 0.19 | 0.5 | -0.2 | -0.28 | -0.2 | 0.51 | 0.11 | -0.73 | 0.07 |
| Alpha | NA | -0.05 | -0.04 | -0.05 | -0.04 | NA | -0.01 | -0.04 | 0.01 | 0.0 | -0.02 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | 0.02 | -0.02 | -0.05 | -0.04 | 0.08 | -0.01 | -0.03 | 0.0 |
| Beta | NA | 1.01 | 1.05 | 1.01 | 0.98 | NA | 0.96 | 1.01 | 1.08 | 1.02 | 1.06 | 0.95 | 0.84 | 0.9 | 0.82 | 0.87 | 0.8 | 0.93 | 0.9 | 1.07 | 0.82 | 0.89 | 0.72 | 0.8 |
| RSquared | NA | 0.83 | 0.92 | 0.94 | 0.92 | NA | 0.85 | 0.83 | 0.98 | 0.97 | 0.93 | 0.97 | 0.91 | 0.89 | 0.84 | 0.78 | 0.76 | 0.79 | 0.76 | 0.46 | 0.4 | 0.71 | 0.6 | 0.76 |
| Yield(%) | N/A | 2.9 | 3.0 | 2.4 | 6.1 | 5.3 | N/A | 0.0 | 2.4 | 2.4 | 5.5 | 5.8 | 8.1 | 5.4 | 1.1 | 0.8 | 2.5 | 1.0 | 0.8 | 7.4 | 12.2 | 3.1 | 8.4 | 11.4 |
| Dividend Growth(%) | N/A | 4.3 | -62.6 | -21.4 | N/A | N/A | N/A | -100.0 | 4.3 | -46.6 | -45.9 | -29.6 | 79.9 | 500.0 | 59.6 | -58.2 | 100.9 | -0.9 | -92.0 | -21.9 | 337.0 | -64.3 | -32.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Value Asset Class Trend Rankings |
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