Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUGYX (Munder Large Cap Value Y) | NA | 17.68% | 11.59% | 2.55% | 6.37% | 3.64% | NA | … | … |
Data as of 06/12/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUGYX (Munder Large Cap Value Y) | 06/21/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.68 | 11.59 | 2.55 | 6.37 | 3.64 | NA | … | … | 8.36 | 14.48 | -1.76 | 11.86 | 13.77 | -31.46 | 4.74 | 18.20 | 8.08 | 14.13 | 31.23 | -19.22 | -3.79 | 3.85 | -4.26 | 11.66 | 32.32 | 11.80 |
| Sharpe Ratio | NA | 1.72 | 0.66 | 0.09 | 0.25 | NA | NA | … | … | 2.74 | 1.17 | -0.07 | 0.63 | 0.50 | -0.80 | 0.10 | 1.51 | 0.52 | 1.18 | 1.88 | -0.85 | -0.38 | -0.01 | -0.55 | 0.38 | -1.78 | 2.26 |
| Standard Deviation(%) | NA | 10.26 | 17.53 | 25.92 | 20.80 | NA | NA | … | … | 7.21 | 12.48 | 24.33 | 18.64 | 27.15 | 40.42 | 16.75 | 9.91 | 11.27 | 11.21 | 16.25 | 24.01 | 16.27 | 17.57 | 13.57 | 22.09 | 12.84 | 8.90 |
| Draw Down(%) | NA | 7.16 | 20.54 | 46.62 | 51.50 | NA | NA | … | … | 2.70 | 9.22 | 20.54 | 16.07 | 27.54 | 43.21 | 10.69 | 8.01 | 6.91 | 8.78 | 14.37 | 30.59 | 19.46 | 16.54 | 15.87 | 18.10 | 7.80 | 5.03 |
| Yield(%) | 0.00 | 16.03 | 6.78 | 3.68 | 5.99 | 4.17 | 5.37 | … | … | 0.00 | 16.74 | 0.86 | 0.51 | 1.30 | 1.38 | 11.48 | 10.30 | 3.47 | 0.80 | 0.94 | 0.80 | 3.60 | 4.69 | 1.42 | 11.35 | 22.01 | 9.30 |
Data as of 06/12/2013, 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 |
|---|---|---|---|---|
| MUGYX (Munder Large Cap Value Y) |
-12.50%
Feb 2006 – Feb 2009 |
-5.76%
Mar 1998 – Mar 2003 |
-1.27%
Feb 1999 – Feb 2009 |
3.43%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUGYX (Munder Large Cap Value Y) |
20.93%
Mar 2003 – Mar 2006 |
16.43%
Sep 2002 – Sep 2007 |
8.53%
Jul 1996 – Jul 2006 |
5.82%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart