Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBVVX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R5) | 7.22% | 15.26% | 12.24% | 6.66% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBVVX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R5) | 03/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 15.26 | 12.24 | 6.66 | NA | NA | NA | … | … | 7.22 | -5.86 | 10.20 | 14.70 | -1.17 | 34.25 | 3.51 | 23.29 | -15.23 | 9.06 |
| Sharpe Ratio | NA | 0.73 | 0.51 | 0.22 | NA | NA | NA | … | … | 1.09 | -0.39 | 0.39 | 0.54 | -0.12 | 1.49 | 0.06 | 1.28 | -1.01 | 0.97 |
| Standard Deviation(%) | NA | 16.66 | 19.20 | 20.30 | NA | NA | NA | … | … | 15.80 | 22.77 | 16.90 | 20.80 | 22.35 | 22.98 | 53.61 | 17.00 | 16.56 | 10.50 |
| Draw Down(%) | NA | 10.33 | 23.48 | 23.48 | NA | NA | NA | … | … | 9.33 | 20.29 | 9.88 | 15.95 | 17.91 | 11.41 | 50.09 | 13.76 | 26.18 | 6.41 |
| Yield(%) | 0.00 | 9.27 | 8.11 | 6.49 | 6.09 | 4.06 | 3.04 | … | … | 0.00 | 8.83 | 4.89 | 8.82 | 8.07 | 4.52 | 1.04 | 5.74 | 8.87 | 4.87 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| UBVVX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R5) |
-7.85%
Apr 2017 – Apr 2020 |
5.46%
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 |
|---|---|---|---|---|
| UBVVX (UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R5) |
32.63%
Mar 2020 – Mar 2023 |
23.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart