Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSIYX (Munder S&P SmallCap Index Eq Y) | NA | -65.97% | -37.05% | -19.51% | NA | NA | NA | … | … |
Data as of 05/01/2009, Common starting date is 01/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSIYX (Munder S&P SmallCap Index Eq Y) | 01/08/2002 | 05/01/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -65.97 | -37.05 | -19.51 | NA | NA | NA | … | … | -19.42 | -59.00 | -18.97 | 4.72 | 4.13 | 19.24 | 37.42 | -16.99 |
| Sharpe Ratio | NA | -0.95 | -0.78 | -0.45 | NA | NA | NA | … | … | -1.12 | -1.05 | -0.88 | 0.08 | 0.12 | 1.10 | 2.09 | -0.75 |
| Standard Deviation(%) | NA | 70.04 | 50.28 | 47.70 | NA | NA | NA | … | … | 42.91 | 57.18 | 25.13 | 17.31 | 15.86 | 16.62 | 17.54 | 24.62 |
| Draw Down(%) | NA | 73.20 | 80.21 | 80.21 | NA | NA | NA | … | … | 35.51 | 62.26 | 27.14 | 15.25 | 10.62 | 11.07 | 14.45 | 33.85 |
| Yield(%) | 0.00 | 0.05 | 0.18 | 0.28 | 0.16 | 0.11 | 0.08 | … | … | 0.00 | 0.05 | 0.07 | 0.51 | 0.58 | 0.00 | 0.00 | 0.00 |
Data as of 05/01/2009, Common starting date is 01/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIYX (Munder S&P SmallCap Index Eq Y) |
-37.39%
Feb 2006 – Feb 2009 |
-20.74%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIYX (Munder S&P SmallCap Index Eq Y) |
27.00%
Mar 2003 – Mar 2006 |
12.85%
Aug 2002 – Aug 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart