Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBVTX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R3) | 6.94% | 14.59% | 11.77% | 6.29% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBVTX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R3) | 03/01/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 14.59 | 11.77 | 6.29 | NA | NA | NA | … | … | 6.94 | -6.29 | 9.77 | 14.25 | -1.56 | 33.74 | 2.95 | 22.79 | -15.57 | 8.70 |
| Sharpe Ratio | NA | 0.72 | 0.45 | 0.18 | NA | NA | NA | … | … | 0.93 | -0.41 | 0.36 | 0.51 | -0.13 | 1.47 | 0.05 | 1.25 | -1.03 | 0.93 |
| Standard Deviation(%) | NA | 16.62 | 18.99 | 20.28 | NA | NA | NA | … | … | 15.61 | 22.85 | 16.91 | 20.80 | 22.35 | 22.99 | 53.63 | 16.99 | 16.56 | 10.51 |
| Draw Down(%) | NA | 10.41 | 23.59 | 23.59 | NA | NA | NA | … | … | 9.36 | 20.35 | 9.90 | 16.03 | 18.08 | 11.46 | 50.13 | 13.86 | 26.27 | 6.43 |
| Yield(%) | 0.00 | 9.32 | 8.03 | 6.38 | 5.91 | 3.94 | 2.95 | … | … | 0.00 | 8.88 | 4.67 | 8.80 | 8.01 | 4.20 | 0.67 | 5.64 | 8.93 | 4.89 |
Data as of 06/05/2026, Common starting date is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVTX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R3) |
-8.22%
Apr 2017 – Apr 2020 |
5.01%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBVTX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R3) |
32.04%
Mar 2020 – Mar 2023 |
22.54%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart