Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBVSX (Munder Veracity Small-Cap Value B) | NA | 7.26% | 18.71% | NA | NA | NA | NA | … | … |
Data as of 08/05/2014, Common starting date is 05/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBVSX (Munder Veracity Small-Cap Value B) | 05/25/2011 | 08/05/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.74 | 7.26 | 18.71 | NA | NA | NA | NA | … | … | -1.68 | 39.68 | 12.87 | -7.32 |
| Sharpe Ratio | NA | 0.49 | 0.84 | NA | NA | NA | NA | … | … | -0.18 | 2.61 | 0.76 | -0.30 |
| Standard Deviation(%) | NA | 14.81 | 22.14 | NA | NA | NA | NA | … | … | 15.44 | 15.21 | 17.00 | 39.47 |
| Draw Down(%) | NA | 8.03 | 15.35 | NA | NA | NA | NA | … | … | 8.03 | 6.17 | 13.47 | 28.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/05/2014, Common starting date is 05/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBVSX (Munder Veracity Small-Cap Value B) |
14.09%
Jul 2011 – Jul 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBVSX (Munder Veracity Small-Cap Value B) |
15.46%
Jun 2011 – Jun 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart