Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBRRX (Undiscovered Mgrs Behavioral Growth Inv) | NA | -16.51% | 2.66% | -6.09% | 5.15% | NA | NA | … | … |
Data as of 11/05/2012, Common starting date is 03/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBRRX (Undiscovered Mgrs Behavioral Growth Inv) | 03/03/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -16.51 | 2.66 | -6.09 | 5.15 | NA | NA | … | … | -10.13 | -13.06 | 28.37 | 36.54 | -44.64 | 19.32 | 3.67 | 5.55 | 9.90 | 57.00 | -17.53 | -22.69 | -42.92 |
| Sharpe Ratio | NA | -0.57 | 0.09 | -0.20 | 0.15 | NA | NA | … | … | -0.42 | -0.38 | 1.09 | 1.33 | -1.10 | 0.78 | 0.01 | 0.20 | 0.42 | 2.43 | -0.70 | -0.75 | -1.25 |
| Standard Deviation(%) | NA | 29.62 | 29.55 | 32.09 | 26.91 | NA | NA | … | … | 28.82 | 34.65 | 25.96 | 27.31 | 41.33 | 20.87 | 19.93 | 16.65 | 21.42 | 23.13 | 26.80 | 33.93 | 42.74 |
| Draw Down(%) | NA | 24.79 | 32.98 | 57.80 | 60.36 | NA | NA | … | … | 24.79 | 32.98 | 16.54 | 19.56 | 55.65 | 14.98 | 21.18 | 10.20 | 24.03 | 12.00 | 31.92 | 45.99 | 50.46 |
| Yield(%) | 0.00 | 12.62 | 5.47 | 2.21 | 2.51 | 0.80 | 0.60 | … | … | 0.00 | 11.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.14 |
Data as of 11/05/2012, Common starting date is 03/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBRRX (Undiscovered Mgrs Behavioral Growth Inv) |
-22.24%
Apr 2000 – Apr 2003 |
-8.07%
Apr 2000 – Apr 2005 |
-3.16%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBRRX (Undiscovered Mgrs Behavioral Growth Inv) |
25.32%
Mar 2003 – Mar 2006 |
19.92%
Sep 2002 – Sep 2007 |
8.60%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart