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MUIYX: Munder International Equity Y (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 | 3.08% |
| Expenses | 1.58% |
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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(%) | -5.6 | 3.7 | -0.9 | -5.8 | 6.9 | 3.8 | 3.9 | 6.2 | -14.5 | 6.5 | 30.2 | -39.8 | 6.7 | 28.2 | 14.6 | 17.1 | 40.6 | -17.4 | -21.9 | -17.1 | 44.6 | 13.4 | 3.2 | 5.0 |
| Sharpe Ratio | NA | 0.19 | -0.04 | -0.2 | 0.25 | NA | -0.03 | 0.34 | -0.49 | 0.29 | 0.94 | -1.0 | 0.23 | 1.82 | 1.31 | 1.32 | 2.85 | -0.89 | -1.23 | -1.11 | 3.07 | 0.48 | -4.1 | 0.92 |
| Draw Down(%) | NA | 18.5 | 28.6 | 60.0 | 61.9 | NA | 61.9 | 18.5 | 28.2 | 21.0 | 32.5 | 52.8 | 12.7 | 15.1 | 7.2 | 10.9 | 14.9 | 28.9 | 37.1 | 21.9 | 6.9 | 26.1 | 14.7 | 4.7 |
| Standard Deviation(%) | NA | 19.7 | 24.6 | 30.2 | 23.5 | NA | 21.1 | 19.3 | 29.7 | 22.5 | 32.1 | 40.7 | 16.3 | 13.7 | 9.5 | 12.3 | 14.0 | 20.8 | 20.0 | 19.1 | 13.5 | 21.0 | 12.6 | 6.8 |
| Treynor Ratio | NA | 0.04 | -0.01 | -0.06 | 0.06 | NA | -0.01 | 0.06 | -0.13 | 0.06 | 0.29 | -0.42 | 0.04 | 0.28 | 0.15 | 0.19 | 0.5 | -0.2 | -0.27 | -0.2 | 0.54 | 0.11 | -0.73 | 0.08 |
| Alpha | NA | -0.05 | -0.04 | -0.05 | -0.04 | NA | -0.01 | -0.04 | 0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | 0.02 | -0.02 | -0.04 | -0.04 | 0.09 | -0.01 | -0.03 | 0.0 |
| Beta | NA | 1.02 | 1.06 | 1.01 | 0.98 | NA | 0.96 | 1.01 | 1.09 | 1.02 | 1.06 | 0.96 | 0.84 | 0.9 | 0.82 | 0.87 | 0.8 | 0.93 | 0.9 | 1.07 | 0.76 | 0.89 | 0.71 | 0.8 |
| RSquared | NA | 0.82 | 0.92 | 0.94 | 0.92 | NA | 0.85 | 0.82 | 0.98 | 0.97 | 0.92 | 0.97 | 0.91 | 0.89 | 0.84 | 0.79 | 0.75 | 0.79 | 0.76 | 0.46 | 0.43 | 0.71 | 0.6 | 0.75 |
| Yield(%) | N/A | 3.1 | 3.2 | 2.5 | 6.3 | 5.5 | N/A | 0.0 | 2.6 | 2.6 | 5.8 | 5.9 | 8.2 | 5.6 | 1.3 | 0.8 | 2.8 | 1.3 | 1.0 | 7.5 | 12.4 | 3.4 | 8.5 | 11.6 |
| Dividend Growth(%) | N/A | 2.2 | -60.5 | -22.0 | N/A | N/A | N/A | -100.0 | 2.2 | -44.0 | -43.7 | -30.2 | 75.1 | 398.9 | 100.0 | -62.9 | 77.8 | 2.1 | -90.1 | -22.1 | 308.4 | -62.0 | -32.2 | 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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