Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBGAX (Undiscovered Mgrs Behavioral Growth A) | NA | -16.53% | 2.64% | -6.10% | NA | NA | NA | … | … |
Data as of 11/05/2012, Common starting date is 06/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBGAX (Undiscovered Mgrs Behavioral Growth A) | 06/10/2004 | 11/05/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -16.53 | 2.64 | -6.10 | NA | NA | NA | … | … | -10.14 | -13.07 | 28.40 | 36.50 | -44.64 | 19.33 | 3.63 | 5.46 | 10.86 |
| Sharpe Ratio | NA | -0.51 | 0.08 | -0.19 | NA | NA | NA | … | … | -0.42 | -0.38 | 1.09 | 1.33 | -1.10 | 0.78 | 0.02 | 0.20 | 0.96 |
| Standard Deviation(%) | NA | 32.69 | 31.71 | 34.32 | NA | NA | NA | … | … | 28.84 | 34.57 | 25.94 | 27.33 | 41.42 | 20.87 | 19.97 | 16.65 | 19.85 |
| Draw Down(%) | NA | 24.81 | 32.98 | 57.81 | NA | NA | NA | … | … | 24.81 | 32.98 | 16.56 | 19.57 | 55.65 | 14.96 | 21.19 | 10.20 | 19.45 |
| Yield(%) | 0.00 | 12.63 | 5.47 | 2.22 | 1.66 | 1.11 | 0.83 | … | … | 0.00 | 11.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/05/2012, Common starting date is 06/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBGAX (Undiscovered Mgrs Behavioral Growth A) |
-16.11%
Feb 2006 – Feb 2009 |
-6.83%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBGAX (Undiscovered Mgrs Behavioral Growth A) |
24.01%
Feb 2009 – Feb 2012 |
6.55%
Jul 2006 – Jul 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart