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MGROX: Munder Mid-Cap Core Growth B (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/08/2002 |
| Last Dividend Date: | 12/27/2013 |
| 12-Mo. Yield | 2.21% |
| Expenses | 2.08% |
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Performance Analytics (As of 08/05/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/08/2002 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 10.7 | 16.7 | 16.2 | 9.5 | 8.7 | 1.8 | 32.4 | 14.8 | -1.8 | 24.2 | 31.5 | -44.0 | 19.7 | 10.8 | 12.0 | 21.1 | 35.8 | -15.7 |
| Sharpe Ratio | NA | 0.85 | 0.86 | 0.84 | 0.37 | 0.35 | 0.24 | 2.51 | 0.97 | -0.06 | 1.22 | 1.14 | -1.05 | 0.95 | 0.48 | 0.7 | 1.41 | 2.16 | -0.7 |
| Draw Down(%) | NA | 6.7 | 14.2 | 24.3 | 57.8 | 57.8 | 6.7 | 6.4 | 11.9 | 24.3 | 14.1 | 23.8 | 55.7 | 12.7 | 14.5 | 8.1 | 11.0 | 10.9 | 27.5 |
| Standard Deviation(%) | NA | 12.5 | 19.4 | 19.3 | 22.9 | 22.1 | 12.9 | 12.9 | 15.4 | 28.6 | 19.8 | 27.5 | 42.7 | 17.7 | 15.5 | 14.0 | 14.3 | 16.2 | 24.4 |
| Treynor Ratio | NA | 0.11 | 0.17 | 0.17 | 0.09 | 0.08 | 0.03 | 0.34 | 0.16 | -0.02 | 0.27 | 0.35 | -0.5 | 0.17 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.02 | -0.02 | -0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | 0.01 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 0.95 | 0.98 | 0.95 | 0.93 | 0.92 | 0.95 | 0.95 | 0.94 | 0.99 | 0.88 | 0.91 | 0.9 | 1.0 | 1.02 | NA | NA | NA | NA |
| RSquared | NA | 0.94 | 0.97 | 0.96 | 0.88 | 0.73 | 0.94 | 0.95 | 0.96 | 0.98 | 0.97 | 0.97 | 0.96 | 0.94 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.2 | 1.1 | 0.8 | 0.8 | N/A | 0.0 | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 1.8 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | 2930.8 | 62.8 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | -94.1 | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2002
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