Undiscovered Managers Behavioral Val R4 (UBVUX)

85.29 +0.55 (+0.65%) USD  |  Aug 16 2022

UBVUX 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 16, 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 R4
23.53%
37.64%
5.70%
3.43%
20.86%
13.28%
-15.42%
23.04%
3.35%
34.16%
2.99%
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%
-8.80%
MFS New Discovery Value R1
19.21%
38.34%
2.11%
-3.84%
25.21%
13.80%
-12.00%
32.28%
2.60%
32.42%
-8.27%
Columbia Small Cap Value II R
13.98%
39.37%
4.14%
-3.39%
23.05%
10.39%
-17.89%
20.05%
9.53%
33.38%
-5.70%
American Beacon Shapiro SMID Cap Eq R5
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-16.56%
26.45%
12.65%
28.17%
-4.06%
Victory RS Partners R
18.84%
41.68%
-4.21%
-11.09%
23.64%
13.80%
-12.39%
30.26%
0.06%
29.15%
-0.34%
As of August 16, 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 R4
11.69%
5.64%
-0.19%
8.53%
17.84%
10.80%
12.75%
10.13%
12.30%
12.01%
S&P 500 Total Return
11.58%
7.87%
-3.04%
-2.46%
16.11%
13.77%
13.96%
9.93%
10.13%
10.21%
MFS New Discovery Value R1
8.82%
2.94%
-7.88%
-3.18%
12.88%
10.33%
11.57%
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10.50%
Columbia Small Cap Value II R
14.17%
8.72%
-2.83%
2.21%
15.08%
8.63%
10.54%
7.56%
9.82%
8.73%
American Beacon Shapiro SMID Cap Eq R5
11.83%
7.65%
-0.84%
1.26%
17.32%
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9.78%
Victory RS Partners R
10.10%
5.57%
-0.77%
3.02%
12.13%
10.03%
10.60%
7.81%
11.10%
10.73%
As of August 16, 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 July 31, 2022