Undiscovered Managers Behavioral Val C (UBVCX)

73.50 +0.37 (+0.51%) USD  |  Aug 05 2022

UBVCX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 05, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Undiscovered Managers Behavioral Val C
22.69%
36.43%
4.77%
2.49%
19.77%
12.41%
-16.05%
22.11%
2.59%
33.16%
-2.87%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-12.24%
MFS New Discovery Value C
19.29%
38.32%
2.12%
-3.80%
25.14%
13.80%
-11.99%
32.28%
2.61%
32.47%
-12.85%
AB Discovery Value C
17.30%
36.24%
7.86%
-6.54%
23.40%
11.85%
-15.84%
18.87%
2.28%
34.48%
-12.55%
American Century Small Cap Value C
15.36%
33.58%
3.36%
-3.69%
24.89%
9.20%
-17.98%
32.17%
7.99%
35.44%
-9.29%
Delaware Small Cap Value C
12.27%
31.18%
4.59%
-7.14%
30.04%
10.86%
-18.16%
26.87%
-2.21%
32.93%
-11.52%
As of August 05, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Undiscovered Managers Behavioral Val C
5.51%
-2.64%
-2.16%
4.28%
14.12%
8.30%
11.61%
8.75%
11.41%
10.93%
S&P 500 Total Return
8.30%
0.40%
-7.17%
-5.01%
15.27%
12.85%
13.74%
9.55%
10.51%
10.10%
MFS New Discovery Value C
2.47%
-4.67%
-9.91%
-6.94%
11.22%
8.78%
11.25%
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10.03%
AB Discovery Value C
8.60%
-0.69%
-8.48%
-6.21%
10.23%
5.87%
9.70%
6.91%
9.43%
8.94%
American Century Small Cap Value C
7.99%
0.67%
-3.91%
-4.75%
14.38%
9.05%
10.95%
8.35%
10.00%
10.16%
Delaware Small Cap Value C
7.04%
-3.50%
-7.54%
-3.32%
9.37%
5.45%
8.81%
6.91%
9.12%
9.84%
As of August 05, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of June 30, 2022