Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBVLX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS L) | 7.22% | 15.26% | 12.24% | 4.60% | 8.68% | 10.53% | 8.94% | … | … |
Data as of 06/04/2026, Common starting date is 12/14/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBVLX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS L) | 12/14/1999 | 06/04/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 15.26 | 12.24 | 4.60 | 8.68 | 10.53 | 8.94 | … | … | 7.22 | 1.79 | 10.21 | 14.69 | -8.17 | 31.03 | 3.38 | 23.26 | -15.23 | 15.17 | 20.82 | 3.39 | 5.69 | 37.65 | 23.55 | -1.52 | 32.09 | 41.53 | -36.67 | -8.76 | 16.41 | 7.04 | 20.83 | 62.37 | -16.07 | 12.87 | 11.75 | 1.77 |
| Sharpe Ratio | NA | 0.73 | 0.51 | 0.12 | 0.29 | NA | NA | … | … | 1.09 | -0.05 | 0.39 | 0.54 | -0.41 | 1.33 | 0.06 | 1.28 | -1.01 | 1.37 | 1.22 | 0.23 | 0.46 | 3.00 | 1.43 | -0.04 | 1.45 | 1.03 | -0.73 | -0.64 | 0.88 | 0.32 | 1.08 | 3.01 | -0.65 | 0.50 | 0.34 | 1.69 |
| Standard Deviation(%) | NA | 16.66 | 19.20 | 20.63 | 24.64 | NA | NA | … | … | 15.81 | 21.68 | 16.90 | 20.80 | 23.46 | 23.34 | 53.63 | 17.00 | 16.55 | 10.68 | 16.91 | 14.65 | 12.29 | 12.53 | 16.61 | 34.83 | 22.00 | 40.40 | 51.43 | 18.63 | 14.79 | 14.88 | 18.32 | 20.48 | 26.33 | 21.35 | 22.29 | 23.87 |
| Draw Down(%) | NA | 10.32 | 23.48 | 23.48 | 52.08 | NA | NA | … | … | 9.33 | 20.29 | 9.88 | 15.95 | 17.91 | 11.41 | 50.10 | 13.77 | 26.17 | 6.40 | 10.81 | 11.14 | 8.05 | 4.81 | 13.40 | 31.81 | 16.27 | 38.95 | 55.78 | 21.70 | 13.45 | 10.12 | 14.22 | 16.80 | 39.46 | 24.13 | 14.23 | 4.54 |
| Yield(%) | 0.00 | 9.25 | 8.10 | 4.60 | 6.01 | 8.07 | 7.22 | … | … | 0.00 | 8.82 | 4.87 | 8.81 | 1.01 | 1.30 | 0.92 | 5.79 | 8.82 | 6.60 | 3.84 | 3.80 | 2.68 | 0.84 | 0.00 | 0.37 | 0.09 | 0.00 | 0.00 | 6.34 | 6.54 | 6.07 | 7.26 | 3.96 | 6.50 | 1.50 | 0.02 | 0.36 |
Data as of 06/04/2026, Common starting date is 12/14/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVLX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS L) |
-22.12%
Feb 2006 – Feb 2009 |
-9.96%
Feb 2004 – Feb 2009 |
6.32%
Mar 2010 – Mar 2020 |
5.52%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVLX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS L) |
40.87%
Feb 2009 – Feb 2012 |
33.35%
Feb 2009 – Feb 2014 |
20.33%
Feb 2009 – Feb 2019 |
16.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart