Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBVFX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R6) | 8.60% | 14.52% | 11.48% | 5.11% | 8.90% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBVFX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R6) | 04/30/2013 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 14.52 | 11.48 | 5.11 | 8.90 | NA | NA | … | … | 8.60 | 1.89 | 10.32 | 14.81 | -8.07 | 31.19 | 3.47 | 23.42 | -15.16 | 15.34 | 20.92 | 3.43 | 7.05 | 21.53 |
| Sharpe Ratio | NA | 0.75 | 0.48 | 0.10 | 0.29 | NA | NA | … | … | 0.96 | -0.05 | 0.40 | 0.54 | -0.41 | 1.33 | 0.06 | 1.29 | -1.00 | 1.39 | 1.23 | 0.23 | 0.57 | 2.82 |
| Standard Deviation(%) | NA | 16.62 | 18.99 | 20.61 | 24.64 | NA | NA | … | … | 15.62 | 21.69 | 16.91 | 20.80 | 23.46 | 23.35 | 53.65 | 17.01 | 16.56 | 10.64 | 16.89 | 14.67 | 12.29 | 11.88 |
| Draw Down(%) | NA | 10.31 | 23.45 | 23.45 | 52.01 | NA | NA | … | … | 9.33 | 20.27 | 9.88 | 15.92 | 17.87 | 11.40 | 50.09 | 13.74 | 26.15 | 6.40 | 10.80 | 11.12 | 8.02 | 4.80 |
| Yield(%) | 0.00 | 9.15 | 7.90 | 4.72 | 6.10 | 6.18 | 4.63 | … | … | 0.00 | 8.90 | 4.96 | 8.89 | 1.11 | 1.43 | 1.02 | 5.89 | 8.91 | 6.78 | 3.91 | 3.83 | 3.95 | 0.82 |
Data as of 06/09/2026, Common starting date is 04/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVFX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R6) |
-11.21%
Mar 2017 – Mar 2020 |
-2.96%
Mar 2015 – Mar 2020 |
7.28%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVFX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R6) |
28.46%
Mar 2020 – Mar 2023 |
20.77%
Mar 2020 – Mar 2025 |
10.30%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart