Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MUCBX (Munder Bond B) NA 4.87% 3.47% 5.17% 3.80% 4.20% NA
Data as of 08/05/2014, Common starting date is 10/16/1998
More Performance Analytics Comparison
Name Start Date End Date
MUCBX (Munder Bond B) 10/16/1998 08/05/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) -0.60 4.87 3.47 5.17 3.80 4.20 NA 3.53 -0.84 6.61 5.37 6.17 7.96 -0.33 3.61 3.61 0.84 2.46 4.56 6.30 5.10 9.19 -3.80 -0.21
Sharpe Ratio NA 1.84 1.13 1.57 0.73 NA NA 2.48 -0.27 2.66 1.39 1.69 1.73 -0.19 0.17 0.11 -0.43 0.36 0.78 1.09 0.54 1.31 -1.57 -0.70
Standard Deviation(%) NA 2.63 3.03 3.25 3.82 NA NA 2.43 3.27 2.48 3.85 3.61 4.55 6.45 3.38 2.94 3.07 4.24 4.93 4.76 5.20 3.93 4.48 5.68
Draw Down(%) NA 1.40 5.26 5.26 8.34 NA NA 0.89 5.26 1.21 2.02 3.03 4.62 8.34 2.26 2.32 2.84 5.32 5.77 3.42 3.78 3.87 5.00 2.38
Yield(%) 0.00 2.46 2.61 3.00 3.24 3.76 2.81 1.28 2.52 2.64 2.66 3.52 3.73 4.03 4.15 3.61 3.53 2.95 3.68 4.74 5.28 5.67 5.37 1.32
Data as of 08/05/2014, 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
MUCBX (Munder Bond B) 0.44%
May 2003 – May 2006
0.96%
Feb 2004 – Feb 2009
2.81%
Nov 1998 – Nov 2008
3.73%
Dec 1998 – Dec 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MUCBX (Munder Bond B) 8.48%
May 2000 – May 2003
6.29%
Oct 2008 – Oct 2013
4.58%
May 2000 – May 2010
4.24%
Jun 1999 – Jun 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return