Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBVBX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS B) | NA | 10.41% | 3.36% | 2.00% | 0.99% | NA | NA | … | … |
Data as of 06/26/2015, Common starting date is 06/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBVBX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS B) | 06/10/2004 | 06/26/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.41 | 3.36 | 2.00 | 0.99 | NA | NA | … | … | 104.97 | 4.78 | 36.43 | 22.68 | -2.24 | 31.25 | 40.48 | -37.08 | -9.41 | 15.61 | 6.22 | 0.00 |
| Sharpe Ratio | NA | 1.16 | 0.29 | 0.16 | 0.07 | NA | NA | … | … | 0.06 | 0.39 | 2.91 | 1.38 | -0.07 | 1.42 | 1.00 | -0.74 | -0.67 | 0.83 | 0.27 | 1.40 |
| Standard Deviation(%) | NA | 89.94 | 89.94 | 89.94 | 89.94 | NA | NA | … | … | 89.94 | 12.25 | 12.52 | 16.54 | 33.92 | 21.99 | 40.40 | 51.52 | 18.63 | 14.82 | 14.86 | 0.00 |
| Draw Down(%) | NA | 4.12 | 4.12 | 4.12 | 4.12 | NA | NA | … | … | 4.12 | 8.27 | 4.89 | 13.49 | 32.05 | 16.34 | 38.99 | 56.05 | 22.01 | 13.61 | 10.30 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/26/2015, 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 |
|---|---|---|---|---|
| UBVBX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVBX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart