Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UBVSX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND SELECT CLASS) | -5.34% | 1.48% | 4.59% | 16.49% | 8.72% | NA | NA | 10.20% |
Data as of 06/04/2025, AR inception is 05/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBVSX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND SELECT CLASS) | 05/01/2013 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 1.48 | 4.59 | 16.49 | 8.72 | NA | NA | 10.20 | -5.34 | 10.11 | 14.59 | -1.26 | 34.05 | 3.35 | 23.11 | -15.37 | 14.99 | 20.63 | 3.22 | 6.62 | 23.48 |
| Sharpe Ratio | NA | -0.10 | 0.06 | 0.71 | 0.30 | NA | NA | 0.39 | -0.58 | 0.38 | 0.53 | -0.12 | 1.48 | 0.06 | 1.27 | -1.02 | 1.35 | 1.21 | 0.22 | 0.54 | 3.17 |
| Standard Deviation(%) | NA | 21.99 | 21.04 | 23.95 | 24.55 | NA | NA | 22.89 | 26.88 | 16.90 | 20.79 | 22.35 | 22.99 | 53.62 | 16.99 | 16.55 | 10.63 | 16.89 | 14.67 | 12.28 | 11.67 |
| Draw Down(%) | NA | 23.50 | 23.50 | 23.50 | 52.19 | NA | NA | 52.19 | 20.30 | 9.89 | 15.96 | 17.94 | 11.42 | 50.11 | 13.81 | 26.21 | 6.42 | 10.81 | 11.15 | 8.08 | 4.81 |
| Yield(%) | 0.00 | 4.70 | 6.67 | 8.60 | 6.49 | 6.11 | 4.59 | 7.64 | 0.00 | 4.81 | 8.76 | 7.99 | 4.37 | 0.92 | 5.63 | 8.70 | 6.46 | 3.69 | 3.70 | 3.63 | 0.78 |
Data as of 06/04/2025, AR inception is 05/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVSX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND SELECT CLASS) |
-11.45%
Mar 2017 - Mar 2020 |
-3.20%
Mar 2015 - Mar 2020 |
8.07%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVSX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND SELECT CLASS) |
32.46%
Mar 2020 - Mar 2023 |
22.92%
Mar 2020 - Mar 2025 |
10.93%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart