Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBGCX (Undiscovered Mgrs Behavioral Growth C) | NA | -17.87% | 1.75% | -6.78% | 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 |
|---|---|---|
| UBGCX (Undiscovered Mgrs Behavioral Growth C) | 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 | -17.87 | 1.75 | -6.78 | NA | NA | NA | … | … | -11.40 | -13.62 | 27.74 | 35.82 | -44.90 | 18.67 | 3.17 | 4.91 | 10.55 |
| Sharpe Ratio | NA | -0.46 | 0.05 | -0.20 | NA | NA | NA | … | … | -0.45 | -0.35 | 1.06 | 1.31 | -1.10 | 0.75 | -0.01 | 0.16 | 0.93 |
| Standard Deviation(%) | NA | 39.09 | 34.37 | 36.13 | NA | NA | NA | … | … | 29.67 | 39.40 | 26.00 | 27.30 | 41.43 | 20.86 | 19.98 | 16.67 | 19.90 |
| Draw Down(%) | NA | 25.63 | 33.08 | 58.03 | NA | NA | NA | … | … | 25.63 | 33.05 | 16.63 | 19.64 | 55.83 | 15.05 | 21.24 | 10.34 | 19.46 |
| Yield(%) | 0.00 | 13.10 | 5.62 | 2.25 | 1.66 | 1.11 | 0.83 | … | … | 0.00 | 12.03 | 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 |
|---|---|---|---|---|
| UBGCX (Undiscovered Mgrs Behavioral Growth C) |
-16.53%
Feb 2006 – Feb 2009 |
-7.51%
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 |
|---|---|---|---|---|
| UBGCX (Undiscovered Mgrs Behavioral Growth C) |
23.36%
Feb 2009 – Feb 2012 |
6.02%
Jul 2006 – Jul 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart