Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUBCX (Munder Asset Allocation Balanced C) | NA | -0.78% | 9.58% | -1.25% | 2.16% | NA | NA | … | … |
Data as of 11/17/2011, Common starting date is 10/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUBCX (Munder Asset Allocation Balanced C) | 10/16/1998 | 11/17/2011 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.78 | 9.58 | -1.25 | 2.16 | NA | NA | … | … | -4.81 | 11.83 | 17.30 | -31.09 | 7.71 | 9.42 | 5.35 | 9.91 | 21.18 | -14.00 | -4.18 | 13.89 | 29.51 | 16.89 |
| Sharpe Ratio | NA | -0.06 | 0.62 | -0.14 | 0.08 | NA | NA | … | … | -0.39 | 1.02 | 1.07 | -1.34 | 0.47 | 0.75 | 0.39 | 1.07 | 2.06 | -1.09 | -0.52 | 0.53 | 0.58 | 2.32 |
| Standard Deviation(%) | NA | 13.48 | 15.41 | 15.93 | 13.33 | NA | NA | … | … | 13.96 | 11.49 | 16.14 | 23.89 | 10.11 | 8.15 | 8.09 | 8.39 | 9.97 | 13.83 | 12.74 | 18.65 | 45.18 | 47.36 |
| Draw Down(%) | NA | 14.78 | 18.10 | 43.98 | 43.98 | NA | NA | … | … | 14.78 | 9.64 | 18.10 | 39.80 | 6.98 | 7.09 | 5.66 | 7.49 | 7.44 | 19.49 | 18.41 | 13.59 | 28.21 | 14.39 |
| Yield(%) | 0.00 | 0.57 | 0.52 | 2.74 | 2.11 | 4.82 | 3.61 | … | … | 0.44 | 0.12 | 0.46 | 0.64 | 11.34 | 2.72 | 0.30 | 0.19 | 0.13 | 0.59 | 0.86 | 16.24 | 27.14 | 12.99 |
Data as of 11/17/2011, Common starting date is 10/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUBCX (Munder Asset Allocation Balanced C) |
-11.39%
Feb 2006 – Feb 2009 |
-4.31%
Feb 2004 – Feb 2009 |
-0.01%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUBCX (Munder Asset Allocation Balanced C) |
14.57%
Nov 1998 – Nov 2001 |
11.24%
Sep 2002 – Sep 2007 |
3.97%
Aug 1999 – Aug 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart