Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCVBX (Munder Small-Cap Value B) | NA | 30.43% | 2.22% | -2.09% | 5.64% | NA | NA | … | … |
Data as of 07/22/2011, Common starting date is 04/01/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCVBX (Munder Small-Cap Value B) | 04/01/1999 | 07/22/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.43 | 2.22 | -2.09 | 5.64 | NA | NA | … | … | 4.38 | 25.95 | 31.92 | -47.62 | -9.60 | 9.69 | 7.08 | 23.74 | 52.21 | -9.39 | 23.36 | 14.91 | 6.45 |
| Sharpe Ratio | NA | 1.81 | 0.06 | -0.09 | 0.17 | NA | NA | … | … | 0.54 | 1.17 | 0.88 | -1.02 | -0.63 | 0.40 | 0.33 | 1.63 | 3.49 | -0.50 | 1.30 | 0.55 | 0.44 |
| Standard Deviation(%) | NA | 16.80 | 36.02 | 31.24 | 25.23 | NA | NA | … | … | 14.87 | 22.14 | 36.04 | 47.47 | 20.17 | 15.85 | 14.89 | 13.96 | 14.78 | 20.77 | 16.53 | 19.65 | 12.16 |
| Draw Down(%) | NA | 9.14 | 58.31 | 69.81 | 69.81 | NA | NA | … | … | 5.80 | 17.17 | 34.32 | 60.35 | 19.85 | 14.56 | 10.52 | 10.87 | 10.18 | 32.11 | 19.36 | 10.17 | 19.79 |
| Yield(%) | 0.00 | 0.00 | 1.89 | 3.21 | 4.28 | 4.10 | 3.08 | … | … | 0.00 | 0.00 | 1.88 | 3.91 | 8.28 | 3.02 | 3.37 | 2.36 | 0.00 | 1.52 | 7.27 | 0.14 | 0.00 |
Data as of 07/22/2011, Common starting date is 04/01/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCVBX (Munder Small-Cap Value B) |
-27.14%
Feb 2006 – Feb 2009 |
-12.37%
Feb 2004 – Feb 2009 |
2.78%
Jun 1999 – Jun 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCVBX (Munder Small-Cap Value B) |
31.17%
Mar 2003 – Mar 2006 |
20.48%
Jul 2000 – Jul 2005 |
7.28%
Nov 2000 – Nov 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart