Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBVUX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R4) | 7.07% | 14.88% | 12.05% | 6.55% | 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 |
|---|---|---|
| UBVUX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R4) | 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 (%) | -0.44 | 14.88 | 12.05 | 6.55 | NA | NA | NA | … | … | 7.07 | -5.94 | 10.05 | 14.53 | -1.31 | 34.07 | 3.34 | 23.12 | -15.38 | 8.92 |
| Sharpe Ratio | NA | 0.74 | 0.46 | 0.19 | NA | NA | NA | … | … | 0.95 | -0.39 | 0.38 | 0.53 | -0.12 | 1.48 | 0.06 | 1.27 | -1.02 | 0.96 |
| Standard Deviation(%) | NA | 16.61 | 18.99 | 20.28 | NA | NA | NA | … | … | 15.60 | 22.77 | 16.91 | 20.80 | 22.35 | 22.99 | 53.61 | 17.00 | 16.55 | 10.50 |
| Draw Down(%) | NA | 10.37 | 23.52 | 23.52 | NA | NA | NA | … | … | 9.34 | 20.31 | 9.89 | 15.98 | 17.97 | 11.42 | 50.10 | 13.80 | 26.21 | 6.42 |
| Yield(%) | 0.00 | 9.19 | 8.00 | 6.41 | 5.98 | 3.99 | 2.99 | … | … | 0.00 | 8.76 | 4.74 | 8.74 | 8.02 | 4.36 | 0.85 | 5.71 | 8.77 | 4.86 |
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 |
|---|---|---|---|---|
| UBVUX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R4) |
-8.00%
Apr 2017 – Apr 2020 |
5.30%
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 |
|---|---|---|---|---|
| UBVUX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R4) |
32.42%
Mar 2020 – Mar 2023 |
22.87%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart