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MGOKX: Munder Mid-Cap Core Growth K (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/11/2003 |
Last Dividend Date: | 12/27/2013 |
12-Mo. Yield | 1.88% |
Expenses | 1.33% |
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Performance Analytics (As of 12/31/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/11/2003 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 7.0 | 18.2 | 15.4 | 8.7 | 12.7 | 7.0 | 33.4 | 15.7 | -1.0 | 25.1 | 32.3 | -43.6 | 20.6 | 11.4 | 12.2 | 22.0 | 46.7 |
Sharpe Ratio | NA | 0.55 | 1.32 | 0.81 | 0.34 | 0.54 | 0.55 | 2.58 | 1.02 | -0.04 | 1.27 | 1.17 | -1.04 | 1.0 | 0.53 | 0.72 | 1.47 | 3.8 |
Draw Down(%) | NA | 11.0 | 11.8 | 24.2 | 57.4 | 57.4 | 11.0 | 6.3 | 11.8 | 24.2 | 14.0 | 23.7 | 55.4 | 12.6 | 14.4 | 7.9 | 10.9 | 4.6 |
Standard Deviation(%) | NA | 12.7 | 13.8 | 18.9 | 22.9 | 21.7 | 12.7 | 12.9 | 15.4 | 28.6 | 19.8 | 27.5 | 42.7 | 17.7 | 15.5 | 13.9 | 14.3 | 15.7 |
Treynor Ratio | NA | 0.08 | 0.2 | 0.16 | 0.08 | 0.13 | 0.08 | 0.35 | 0.17 | -0.01 | 0.28 | 0.36 | -0.49 | 0.18 | 0.08 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.02 | 0.02 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | NA | NA | NA |
Beta | NA | 0.84 | 0.91 | 0.94 | 0.93 | 0.92 | 0.84 | 0.95 | 0.94 | 0.99 | 0.88 | 0.91 | 0.9 | 1.0 | 1.02 | NA | NA | NA |
RSquared | NA | 0.82 | 0.92 | 0.95 | 0.88 | 0.82 | 0.83 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.96 | 0.94 | 0.19 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.9 | 0.7 | 0.6 | N/A | 0.0 | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 1.8 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 68.1 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | -93.2 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2003
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