Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBVAX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS A) | 6.79% | 12.32% | 10.15% | 4.05% | 8.13% | 10.17% | 8.61% | … | … |
Data as of 06/08/2026, Common starting date is 06/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBVAX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS A) | 06/10/2004 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | 12.32 | 10.15 | 4.05 | 8.13 | 10.17 | 8.61 | … | … | 6.79 | 1.46 | 8.85 | 15.37 | -8.71 | 30.43 | 2.95 | 22.80 | -15.57 | 14.75 | 20.33 | 2.97 | 5.31 | 37.10 | 23.28 | -1.71 | 31.72 | 41.44 | -36.80 | -9.03 | 16.20 | 6.77 | 13.00 |
| Sharpe Ratio | NA | 0.72 | 0.45 | 0.08 | 0.27 | NA | NA | … | … | 0.93 | -0.07 | 0.31 | 0.57 | -0.43 | 1.28 | 0.05 | 1.25 | -1.03 | 1.32 | 1.19 | 0.20 | 0.43 | 2.96 | 1.41 | -0.05 | 1.44 | 1.02 | -0.73 | -0.65 | 0.87 | 0.30 | 1.44 |
| Standard Deviation(%) | NA | 16.60 | 18.94 | 20.61 | 24.68 | NA | NA | … | … | 15.62 | 21.67 | 16.81 | 20.77 | 23.54 | 23.81 | 53.63 | 17.00 | 16.56 | 10.69 | 16.91 | 14.66 | 12.24 | 12.53 | 16.60 | 34.82 | 22.01 | 40.42 | 51.43 | 18.67 | 14.83 | 14.90 | 16.09 |
| Draw Down(%) | NA | 10.41 | 23.57 | 23.57 | 52.38 | NA | NA | … | … | 9.36 | 20.34 | 9.90 | 16.03 | 18.05 | 11.45 | 50.15 | 13.86 | 26.27 | 6.43 | 10.85 | 11.19 | 8.14 | 4.85 | 13.44 | 31.89 | 16.36 | 38.85 | 55.84 | 21.87 | 13.47 | 10.20 | 13.72 |
| Yield(%) | 0.00 | 9.06 | 7.65 | 4.40 | 5.65 | 7.62 | 6.78 | … | … | 0.00 | 8.79 | 4.68 | 8.78 | 0.75 | 0.87 | 0.58 | 5.42 | 8.61 | 6.27 | 3.48 | 3.59 | 2.40 | 0.53 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 6.37 | 6.57 | 6.08 | 6.87 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| UBVAX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS A) |
-22.30%
Feb 2006 – Feb 2009 |
-3.43%
Mar 2015 – Mar 2020 |
5.95%
Mar 2010 – Mar 2020 |
5.21%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVAX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS A) |
40.59%
Feb 2009 – Feb 2012 |
33.03%
Feb 2009 – Feb 2014 |
19.95%
Feb 2009 – Feb 2019 |
15.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart