Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBVCX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS C) | 6.75% | 14.10% | 11.29% | 3.54% | 7.46% | 9.39% | 7.92% | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBVCX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS C) | 06/10/2004 | 06/05/2026 |
| 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 (%) | -0.46 | 14.10 | 11.29 | 3.54 | 7.46 | 9.39 | 7.92 | … | … | 6.75 | 0.94 | 9.30 | 13.79 | -9.71 | 29.55 | 2.44 | 22.20 | -15.99 | 12.42 | 19.74 | 2.44 | 4.77 | 36.43 | 22.69 | -2.24 | 31.20 | 40.75 | -37.09 | -9.41 | 15.57 | 6.27 | 12.67 |
| Sharpe Ratio | NA | 0.69 | 0.42 | 0.05 | 0.24 | NA | NA | … | … | 0.89 | -0.09 | 0.34 | 0.49 | -0.47 | 1.26 | 0.04 | 1.22 | -1.05 | 1.12 | 1.15 | 0.16 | 0.39 | 2.91 | 1.37 | -0.07 | 1.42 | 1.01 | -0.74 | -0.68 | 0.82 | 0.27 | 1.40 |
| Standard Deviation(%) | NA | 16.63 | 18.98 | 20.68 | 24.66 | NA | NA | … | … | 15.61 | 21.70 | 16.86 | 20.82 | 23.73 | 23.40 | 53.63 | 17.01 | 16.56 | 10.58 | 16.90 | 14.67 | 12.23 | 12.52 | 16.64 | 34.78 | 21.98 | 40.40 | 51.46 | 18.61 | 14.82 | 14.88 | 16.08 |
| Draw Down(%) | NA | 10.51 | 23.72 | 23.72 | 52.73 | NA | NA | … | … | 9.39 | 20.44 | 9.93 | 16.14 | 18.26 | 11.51 | 50.19 | 14.00 | 26.37 | 6.47 | 10.88 | 11.25 | 8.27 | 4.87 | 13.52 | 32.03 | 16.35 | 38.93 | 56.03 | 22.01 | 13.61 | 10.33 | 13.73 |
| Yield(%) | 0.00 | 9.54 | 7.99 | 4.20 | 5.18 | 6.73 | 5.94 | … | … | 0.00 | 9.07 | 4.55 | 8.66 | 0.26 | 0.15 | 0.02 | 5.31 | 8.66 | 4.35 | 3.14 | 3.40 | 2.14 | 0.30 | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 | 6.47 | 6.62 | 6.09 | 6.87 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| UBVCX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS C) |
-22.67%
Feb 2006 – Feb 2009 |
-4.21%
Mar 2015 – Mar 2020 |
5.27%
Mar 2010 – Mar 2020 |
4.59%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVCX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS C) |
39.96%
Feb 2009 – Feb 2012 |
32.40%
Feb 2009 – Feb 2014 |
19.18%
Feb 2009 – Feb 2019 |
15.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart