Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUGBX (Munder Large Cap Value B) | NA | 16.78% | 10.60% | 1.61% | 5.34% | 2.63% | NA | … | … |
Data as of 06/12/2013, Common starting date is 03/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUGBX (Munder Large Cap Value B) | 03/21/1997 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.78 | 10.60 | 1.61 | 5.34 | 2.63 | NA | … | … | 8.19 | 13.32 | -2.76 | 10.84 | 12.67 | -32.16 | 3.65 | 17.05 | 7.00 | 13.00 | 30.02 | -20.11 | -4.65 | 2.72 | -5.25 | 10.53 | 23.32 |
| Sharpe Ratio | NA | 1.63 | 0.60 | 0.06 | 0.20 | NA | NA | … | … | 2.69 | 1.07 | -0.12 | 0.57 | 0.46 | -0.82 | 0.04 | 1.40 | 0.43 | 1.07 | 1.81 | -0.88 | -0.43 | -0.07 | -0.63 | 0.33 | 2.01 |
| Standard Deviation(%) | NA | 10.26 | 17.51 | 25.92 | 20.79 | NA | NA | … | … | 7.19 | 12.49 | 24.27 | 18.73 | 27.18 | 40.38 | 16.73 | 9.90 | 11.20 | 11.22 | 16.21 | 24.05 | 16.49 | 17.70 | 13.41 | 21.87 | 13.58 |
| Draw Down(%) | NA | 7.26 | 20.84 | 46.99 | 52.30 | NA | NA | … | … | 2.76 | 9.66 | 20.84 | 16.26 | 27.65 | 43.67 | 10.76 | 8.08 | 6.99 | 8.98 | 14.45 | 30.93 | 19.81 | 16.63 | 16.04 | 18.39 | 7.24 |
| Yield(%) | 0.00 | 15.94 | 6.23 | 3.17 | 5.18 | 3.54 | 3.92 | … | … | 0.00 | 16.47 | 0.14 | 0.11 | 0.51 | 0.67 | 10.83 | 9.74 | 2.76 | 0.09 | 0.02 | 0.00 | 3.13 | 3.89 | 0.46 | 10.34 | 19.62 |
Data as of 06/12/2013, Common starting date is 03/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUGBX (Munder Large Cap Value B) |
-13.40%
Feb 2006 – Feb 2009 |
-6.69%
Mar 1998 – Mar 2003 |
-2.27%
Feb 1999 – Feb 2009 |
2.40%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUGBX (Munder Large Cap Value B) |
19.70%
Mar 2003 – Mar 2006 |
15.25%
Sep 2002 – Sep 2007 |
7.28%
Mar 2003 – Mar 2013 |
3.83%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart