Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCVKX (Munder Small-Cap Value K ) | NA | 31.16% | 2.93% | -1.39% | 6.42% | NA | NA | … | … |
Data as of 07/22/2011, Common starting date is 06/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCVKX (Munder Small-Cap Value K ) | 06/17/1997 | 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.16 | 2.93 | -1.39 | 6.42 | NA | NA | … | … | 4.64 | 26.85 | 32.97 | -47.25 | -8.89 | 10.53 | 7.88 | 24.69 | 53.38 | -8.71 | 24.25 | 15.78 | -5.20 | -6.53 | 23.77 |
| Sharpe Ratio | NA | 1.85 | 0.08 | -0.07 | 0.20 | NA | NA | … | … | 0.57 | 1.21 | 0.91 | -1.01 | -0.59 | 0.46 | 0.38 | 1.70 | 3.58 | -0.47 | 1.36 | 0.60 | -0.70 | -0.51 | 3.72 |
| Standard Deviation(%) | NA | 16.83 | 36.02 | 31.23 | 25.22 | NA | NA | … | … | 14.95 | 22.14 | 36.11 | 47.37 | 20.18 | 15.85 | 14.90 | 14.00 | 14.72 | 20.83 | 16.44 | 19.61 | 12.02 | 19.36 | 11.97 |
| Draw Down(%) | NA | 9.09 | 58.14 | 69.43 | 69.43 | NA | NA | … | … | 5.76 | 17.02 | 34.19 | 60.08 | 19.61 | 14.43 | 10.42 | 10.78 | 9.99 | 31.84 | 19.14 | 9.96 | 19.59 | 38.56 | 7.63 |
| Yield(%) | 0.00 | 0.00 | 2.11 | 3.49 | 4.75 | 5.01 | 3.76 | … | … | 0.00 | 0.00 | 2.75 | 4.05 | 8.69 | 3.47 | 3.63 | 2.83 | 0.00 | 1.50 | 8.14 | 0.78 | 0.09 | 2.55 | 6.06 |
Data as of 07/22/2011, Common starting date is 06/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCVKX (Munder Small-Cap Value K ) |
-26.61%
Feb 2006 – Feb 2009 |
-11.72%
Feb 2004 – Feb 2009 |
1.66%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCVKX (Munder Small-Cap Value K ) |
32.18%
Mar 2003 – Mar 2006 |
21.41%
Jul 2000 – Jul 2005 |
11.24%
Jul 1997 – Jul 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart