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Asset Comparison and Correlation

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Investment horizon: 
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 Vanguard Small Cap Growth Inde  vs   Munder MicroCap Equity A
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Daily Returns (%)
MMEAX   VISGX   
 
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Timeline
Assuming 30 trading days horizon, Vanguard is expected to generate 1.02 times less return on investment than Munder. But when comparing it to its historical volatility, Vanguard Small Cap Growth Index Inv is 1.35 times less risky than Munder. It trades about 0.57 of its potential returns per unit of risk. Munder MicroCap Equity A is currently generating about 0.44 of returns per unit of risk over similar time horizon. If you would invest  3,253  in Munder MicroCap Equity A on April 20, 2013 and sell it today you would earn a total of  245.00  from holding Munder MicroCap Equity A or generate 7.53% return on investment over 30 days.

Diversification

Almost no diversification
Overlapping area represents amount of risk that can be diversified away by holding Vanguard Small Cap Growth Inde and Munder MicroCap Equity A in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.94
Parameters
Time Period1 Month [change]
DirectionPositive MMEAX Moved Up vs VISGX
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns
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Returns   
MMEAX   VISGX   

Vanguard Small Cap Growth Index Inv

Alpha
 
Profile
    
Vanguard
Performance
30
Out Of
100
Over 30
Days
?
70% of all equities and portfolios perform better than Vanguard Small Cap Growth Index Inv. Compared with the overall equity markets, risk-adjusted returns on investments in Vanguard Small Cap Growth Index Inv are ranked lower than 30 (%) of all global equities and portfolios over the last 30 days.
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Match ups for Vanguard

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Munder MicroCap Equity A

Alpha
 
Profile
    
Munder
Performance
23
Out Of
100
Over 30
Days
?
77% of all equities and portfolios perform better than Munder MicroCap Equity A. Compared with the overall equity markets, risk-adjusted returns on investments in Munder MicroCap Equity A are ranked lower than 23 (%) of all global equities and portfolios over the last 30 days.
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Match ups for Munder

Vanguard Small Cap Index Adm vs. Munder MicroCap Equity A
Vanguard Small Cap Index Inv vs. Munder MicroCap Equity A
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DFA US Small Cap I vs. Munder MicroCap Equity A
Fidelity Small Cap Discovery vs. Munder MicroCap Equity A
Royce Total Return W vs. Munder MicroCap Equity A


 
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