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MISIX: Munder International Small Cap I (MUTUAL FUND)
Basic Info 18.89 0.17(0.89%) September 24
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 08/22/2007 |
| Last Dividend Date: | 12/22/2020 |
| 12-Mo. Yield | 0.35% |
| Expenses | 1.20% |
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Performance Analytics (As of 09/24/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 15.8 | 33.9 | 11.3 | 12.5 | 13.2 | 6.1 | 15.4 | 27.9 | -20.2 | 37.5 | -1.0 | 8.2 | -0.2 | 33.0 | 24.3 | -11.5 | 25.5 | 37.6 | -53.5 | -1.9 |
| SR | NA | 1.64 | 2.39 | 0.5 | 0.67 | 0.76 | 0.28 | 0.49 | 2.4 | -1.49 | 4.84 | -0.07 | 0.57 | -0.02 | 2.86 | 1.5 | -0.41 | 1.19 | 1.5 | -1.44 | -0.36 |
| DD(%) | NA | 5.2 | 8.2 | 39.7 | 41.8 | 41.8 | 67.6 | 39.7 | 7.2 | 28.0 | 2.2 | 13.2 | 14.1 | 14.3 | 8.8 | 15.3 | 25.5 | 17.9 | 23.3 | 62.2 | 14.2 |
| SD(%) | NA | 13.6 | 14.2 | 21.1 | 17.5 | 16.7 | 20.7 | 31.2 | 11.0 | 14.4 | 7.7 | 17.1 | 14.4 | 11.7 | 11.5 | 16.3 | 28.2 | 21.3 | 24.9 | 37.8 | 21.9 |
| TR | NA | 0.25 | 0.41 | 0.11 | 0.13 | 0.14 | 0.06 | 0.16 | 0.29 | -0.21 | 0.42 | -0.01 | 0.08 | 0.0 | 0.38 | 0.26 | -0.11 | 0.25 | 0.39 | -0.48 | -0.08 |
| Alpha(%) | NA | 0.01 | 0.0 | 0.03 | 0.02 | 0.02 | 0.01 | 0.05 | 0.03 | 0.02 | 0.04 | -0.03 | 0.02 | 0.02 | 0.02 | 0.01 | 0.03 | 0.03 | 0.0 | -0.06 | 0.01 |
| Beta(%) | NA | 0.88 | 0.82 | 0.95 | 0.93 | 0.94 | 0.99 | 0.95 | 0.9 | 1.01 | 0.88 | 0.86 | 0.98 | 0.88 | 0.86 | 0.94 | 1.06 | 1.0 | 0.96 | 1.14 | 0.99 |
| RS | NA | 0.87 | 0.81 | 0.9 | 0.87 | 0.89 | 0.89 | 0.91 | 0.84 | 0.9 | 0.85 | 0.83 | 0.91 | 0.87 | 0.86 | 0.92 | 0.97 | 0.92 | 0.92 | 0.9 | 0.67 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/22/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Small/Mid Blend Asset Class Trend Rankings |
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