Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUBKX (Munder Asset Allocation Balanced K ) | NA | -0.12% | 10.40% | -0.52% | 2.87% | 5.60% | NA | … | … |
Data as of 11/17/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUBKX (Munder Asset Allocation Balanced K ) | 06/21/1996 | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.12 | 10.40 | -0.52 | 2.87 | 5.60 | NA | … | … | -4.15 | 12.66 | 18.17 | -30.64 | 8.52 | 10.24 | 6.22 | 10.64 | 21.62 | -13.37 | -3.37 | 14.36 | 19.22 | 13.05 | 17.47 | 6.03 |
| Sharpe Ratio | NA | -0.01 | 0.67 | -0.09 | 0.13 | NA | NA | … | … | -0.34 | 1.10 | 1.12 | -1.32 | 0.55 | 0.85 | 0.50 | 1.15 | 2.08 | -1.04 | -0.46 | 0.55 | 1.21 | 0.40 | -3.69 | 0.90 |
| Standard Deviation(%) | NA | 13.45 | 15.38 | 15.90 | 13.34 | NA | NA | … | … | 13.92 | 11.44 | 16.14 | 23.90 | 10.07 | 8.17 | 8.14 | 8.41 | 10.07 | 13.88 | 12.64 | 18.67 | 13.22 | 24.25 | 10.20 | 9.12 |
| Draw Down(%) | NA | 14.65 | 17.98 | 43.41 | 43.41 | NA | NA | … | … | 14.65 | 9.57 | 17.98 | 39.43 | 6.90 | 7.07 | 5.59 | 7.23 | 7.33 | 18.99 | 18.04 | 13.52 | 10.01 | 17.39 | 7.16 | 5.89 |
| Yield(%) | 0.00 | 1.15 | 1.05 | 3.23 | 2.76 | 6.16 | 4.96 | … | … | 0.80 | 0.46 | 0.89 | 1.28 | 12.11 | 3.49 | 1.06 | 0.79 | 0.48 | 1.26 | 1.56 | 17.11 | 27.79 | 14.20 | 12.19 | 7.00 |
Data as of 11/17/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUBKX (Munder Asset Allocation Balanced K ) |
-10.73%
Feb 2006 – Feb 2009 |
-3.60%
Feb 2004 – Feb 2009 |
0.67%
Aug 2000 – Aug 2010 |
5.64%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUBKX (Munder Asset Allocation Balanced K ) |
24.33%
Mar 1997 – Mar 2000 |
13.86%
Jul 1996 – Jul 2001 |
9.53%
Mar 1997 – Mar 2007 |
6.90%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart