Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBRLX (Undiscovered Mgrs Behavioral Growth Inst) | NA | -4.00% | 7.93% | -3.09% | 6.99% | NA | NA | … | … |
Data as of 11/05/2012, Common starting date is 02/10/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBRLX (Undiscovered Mgrs Behavioral Growth Inst) | 02/10/1999 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.00 | 7.93 | -3.09 | 6.99 | NA | NA | … | … | -8.91 | -0.70 | 28.83 | 37.00 | -44.44 | 19.70 | 4.02 | 5.86 | 10.30 | 57.47 | -17.45 | -22.40 | -26.85 | 79.28 |
| Sharpe Ratio | NA | -0.11 | 0.24 | -0.10 | 0.21 | NA | NA | … | … | -0.38 | -0.02 | 1.11 | 1.35 | -1.09 | 0.80 | 0.03 | 0.22 | 0.44 | 2.45 | -0.69 | -0.74 | -0.74 | 3.50 |
| Standard Deviation(%) | NA | 40.02 | 33.37 | 34.27 | 28.22 | NA | NA | … | … | 28.05 | 44.33 | 26.00 | 27.29 | 41.38 | 20.87 | 19.95 | 16.67 | 21.40 | 23.20 | 26.83 | 33.98 | 41.86 | 25.40 |
| Draw Down(%) | NA | 23.98 | 32.68 | 57.63 | 60.19 | NA | NA | … | … | 23.98 | 32.68 | 16.46 | 19.54 | 55.49 | 14.94 | 21.11 | 10.15 | 23.87 | 11.99 | 31.86 | 45.85 | 50.38 | 10.43 |
| Yield(%) | 0.00 | 12.09 | 5.28 | 2.15 | 2.47 | 1.83 | 1.37 | … | … | 0.00 | 11.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.93 | 0.00 |
Data as of 11/05/2012, Common starting date is 02/10/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBRLX (Undiscovered Mgrs Behavioral Growth Inst) |
-27.44%
Feb 2000 – Feb 2003 |
-7.82%
Apr 2000 – Apr 2005 |
-3.71%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBRLX (Undiscovered Mgrs Behavioral Growth Inst) |
29.93%
Feb 2009 – Feb 2012 |
20.31%
Sep 2002 – Sep 2007 |
10.39%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart