Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUBYX (Munder Asset Allocation Balanced Y ) | NA | 0.09% | 10.63% | -0.28% | 3.17% | 6.43% | NA | … | … |
Data as of 11/17/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUBYX (Munder Asset Allocation Balanced Y ) | 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 | 0.09 | 10.63 | -0.28 | 3.17 | 6.43 | NA | … | … | -3.97 | 12.94 | 18.47 | -30.46 | 8.80 | 10.53 | 6.48 | 10.88 | 22.53 | -13.15 | -3.13 | 14.65 | 28.81 | 13.27 | 17.85 | 6.13 |
| Sharpe Ratio | NA | 0.00 | 0.69 | -0.07 | 0.15 | NA | NA | … | … | -0.32 | 1.12 | 1.14 | -1.31 | 0.57 | 0.89 | 0.53 | 1.19 | 2.19 | -1.02 | -0.44 | 0.57 | 0.66 | 0.41 | -3.66 | 0.93 |
| Standard Deviation(%) | NA | 13.53 | 15.41 | 15.93 | 13.35 | NA | NA | … | … | 14.01 | 11.51 | 16.12 | 23.86 | 10.17 | 8.15 | 8.16 | 8.37 | 9.97 | 13.96 | 12.56 | 18.70 | 38.78 | 24.32 | 10.16 | 9.07 |
| Draw Down(%) | NA | 14.61 | 17.86 | 43.15 | 43.15 | NA | NA | … | … | 14.61 | 9.55 | 17.86 | 39.24 | 6.97 | 7.07 | 5.61 | 7.05 | 7.32 | 18.92 | 17.76 | 13.52 | 25.17 | 17.36 | 7.11 | 5.89 |
| Yield(%) | 0.00 | 1.47 | 1.36 | 3.44 | 3.08 | 6.41 | 5.16 | … | … | 0.98 | 0.72 | 1.16 | 1.49 | 12.38 | 3.75 | 1.32 | 1.12 | 1.20 | 1.49 | 1.79 | 17.41 | 28.09 | 14.46 | 12.45 | 7.18 |
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 |
|---|---|---|---|---|
| MUBYX (Munder Asset Allocation Balanced Y ) |
-10.49%
Feb 2006 – Feb 2009 |
-3.34%
Feb 2004 – Feb 2009 |
0.98%
Aug 2000 – Aug 2010 |
6.47%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUBYX (Munder Asset Allocation Balanced Y ) |
27.77%
Mar 1997 – Mar 2000 |
15.87%
Jul 1996 – Jul 2001 |
10.69%
Mar 1997 – Mar 2007 |
7.73%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart