Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBVRX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R2) | 6.93% | 14.52% | 11.53% | 5.98% | 9.07% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBVRX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R2) | 05/01/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 14.52 | 11.53 | 5.98 | 9.07 | NA | NA | … | … | 6.93 | -6.33 | 9.50 | 13.97 | -1.82 | 33.41 | 2.84 | 22.49 | -15.78 | 14.47 | 20.02 | 2.72 | 5.60 | 23.09 |
| Sharpe Ratio | NA | 0.68 | 0.47 | 0.19 | 0.31 | NA | NA | … | … | 1.04 | -0.41 | 0.35 | 0.50 | -0.15 | 1.45 | 0.05 | 1.24 | -1.04 | 1.30 | 1.17 | 0.18 | 0.46 | 3.11 |
| Standard Deviation(%) | NA | 16.67 | 19.20 | 20.30 | 24.50 | NA | NA | … | … | 15.81 | 22.85 | 16.89 | 20.80 | 22.35 | 22.98 | 53.63 | 16.99 | 16.56 | 10.63 | 16.89 | 14.66 | 12.26 | 11.68 |
| Draw Down(%) | NA | 10.47 | 23.65 | 23.65 | 52.56 | NA | NA | … | … | 9.38 | 20.39 | 9.91 | 16.09 | 18.18 | 11.48 | 50.17 | 13.94 | 26.32 | 6.45 | 10.87 | 11.22 | 8.22 | 4.87 |
| Yield(%) | 0.00 | 9.11 | 7.79 | 6.14 | 6.83 | 6.71 | 5.04 | … | … | 0.00 | 8.66 | 4.45 | 8.56 | 7.79 | 3.83 | 0.53 | 5.26 | 8.55 | 6.13 | 3.39 | 3.58 | 2.73 | 0.53 |
Data as of 06/04/2026, Common starting date is 05/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVRX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R2) |
-11.87%
Mar 2017 – Mar 2020 |
-3.67%
Mar 2015 – Mar 2020 |
7.48%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVRX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R2) |
31.77%
Mar 2020 – Mar 2023 |
22.27%
Mar 2020 – Mar 2025 |
10.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart