Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCVYX (Munder Small-Cap Value Y ) | NA | 31.37% | 3.18% | -1.16% | 6.70% | NA | NA | … | … |
Data as of 07/22/2011, Common starting date is 06/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCVYX (Munder Small-Cap Value Y ) | 06/17/1997 | 07/22/2011 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.37 | 3.18 | -1.16 | 6.70 | NA | NA | … | … | 4.74 | 27.16 | 33.33 | -47.13 | -8.71 | 10.84 | 8.14 | 25.22 | 53.72 | -8.43 | 24.49 | 16.16 | -4.92 | -6.35 | 23.95 |
| Sharpe Ratio | NA | 1.86 | 0.09 | -0.06 | 0.21 | NA | NA | … | … | 0.58 | 1.22 | 0.92 | -1.01 | -0.59 | 0.47 | 0.39 | 1.73 | 3.60 | -0.46 | 1.36 | 0.61 | -0.69 | -0.51 | 3.75 |
| Standard Deviation(%) | NA | 16.82 | 35.52 | 30.59 | 24.58 | NA | NA | … | … | 14.87 | 22.17 | 36.13 | 47.40 | 20.18 | 15.84 | 14.89 | 14.00 | 14.73 | 20.83 | 16.49 | 19.64 | 12.04 | 19.34 | 11.94 |
| Draw Down(%) | NA | 9.05 | 58.08 | 69.31 | 69.31 | NA | NA | … | … | 5.74 | 17.01 | 34.19 | 60.00 | 19.55 | 14.38 | 10.42 | 10.74 | 10.01 | 31.76 | 19.10 | 9.94 | 19.58 | 38.42 | 7.63 |
| Yield(%) | 0.00 | 0.00 | 2.20 | 3.61 | 5.00 | 5.32 | 3.99 | … | … | 0.00 | 0.00 | 3.05 | 4.12 | 8.87 | 3.70 | 3.87 | 3.33 | 0.10 | 1.50 | 8.46 | 1.00 | 0.21 | 2.80 | 6.24 |
Data as of 07/22/2011, Common starting date is 06/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCVYX (Munder Small-Cap Value Y ) |
-26.44%
Feb 2006 – Feb 2009 |
-11.47%
Feb 2004 – Feb 2009 |
1.93%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCVYX (Munder Small-Cap Value Y ) |
32.60%
Mar 2003 – Mar 2006 |
21.74%
Jul 2000 – Jul 2005 |
11.55%
Jul 1997 – Jul 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart