UBVLX vs. BDSKX
Compare and contrast key facts about Undiscovered Managers Behavioral Value Fund (UBVLX) and BlackRock Advantage Small Cap Core Fund Class K (BDSKX).
UBVLX is managed by BlackRock. It was launched on Dec 28, 1998. BDSKX is a passively managed fund by BlackRock that tracks the performance of the Russell 2000 Index. It was launched on Mar 14, 2013.
Performance
UBVLX vs. BDSKX - Performance Comparison
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UBVLX vs. BDSKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBVLX Undiscovered Managers Behavioral Value Fund | 1.23% | 1.79% | 13.11% | 14.69% | -1.16% | 34.25% | 3.52% | 23.27% | -15.23% | 12.10% |
BDSKX BlackRock Advantage Small Cap Core Fund Class K | -1.90% | 13.76% | 11.96% | 16.49% | -19.20% | 14.87% | 19.60% | 33.45% | -8.80% | 9.97% |
Returns By Period
In the year-to-date period, UBVLX achieves a 1.23% return, which is significantly higher than BDSKX's -1.90% return.
UBVLX
- 1D
- -0.11%
- 1M
- -7.06%
- YTD
- 1.23%
- 6M
- 0.50%
- 1Y
- 7.15%
- 3Y*
- 9.97%
- 5Y*
- 7.65%
- 10Y*
- 9.68%
BDSKX
- 1D
- -1.60%
- 1M
- -7.71%
- YTD
- -1.90%
- 6M
- 1.03%
- 1Y
- 22.37%
- 3Y*
- 12.30%
- 5Y*
- 3.87%
- 10Y*
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UBVLX vs. BDSKX - Expense Ratio Comparison
UBVLX has a 0.90% expense ratio, which is higher than BDSKX's 0.45% expense ratio.
Return for Risk
UBVLX vs. BDSKX — Risk / Return Rank
UBVLX
BDSKX
UBVLX vs. BDSKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Undiscovered Managers Behavioral Value Fund (UBVLX) and BlackRock Advantage Small Cap Core Fund Class K (BDSKX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| UBVLX | BDSKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.96 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.65 | 1.45 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.38 | 1.41 | -1.03 |
Martin ratioReturn relative to average drawdown | 1.25 | 5.64 | -4.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UBVLX | BDSKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.96 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.17 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.37 | +0.10 |
Correlation
The correlation between UBVLX and BDSKX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
UBVLX vs. BDSKX - Dividend Comparison
UBVLX's dividend yield for the trailing twelve months is around 9.30%, more than BDSKX's 4.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBVLX Undiscovered Managers Behavioral Value Fund | 9.30% | 9.41% | 7.39% | 8.35% | 8.96% | 3.44% | 0.99% | 4.98% | 11.62% | 4.67% | 3.24% | 3.80% |
BDSKX BlackRock Advantage Small Cap Core Fund Class K | 4.89% | 4.80% | 0.81% | 1.01% | 3.59% | 12.08% | 2.59% | 1.72% | 5.70% | 2.33% | 0.00% | 0.00% |
Drawdowns
UBVLX vs. BDSKX - Drawdown Comparison
The maximum UBVLX drawdown since its inception was -67.24%, which is greater than BDSKX's maximum drawdown of -43.30%. Use the drawdown chart below to compare losses from any high point for UBVLX and BDSKX.
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Drawdown Indicators
| UBVLX | BDSKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.24% | -43.30% | -23.94% |
Max Drawdown (1Y)Largest decline over 1 year | -14.53% | -13.88% | -0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -21.46% | -31.65% | +10.19% |
Max Drawdown (10Y)Largest decline over 10 years | -52.08% | — | — |
Current DrawdownCurrent decline from peak | -7.81% | -9.88% | +2.07% |
Average DrawdownAverage peak-to-trough decline | -9.31% | -9.66% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 3.47% | +0.98% |
Volatility
UBVLX vs. BDSKX - Volatility Comparison
The current volatility for Undiscovered Managers Behavioral Value Fund (UBVLX) is 4.41%, while BlackRock Advantage Small Cap Core Fund Class K (BDSKX) has a volatility of 6.85%. This indicates that UBVLX experiences smaller price fluctuations and is considered to be less risky than BDSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UBVLX | BDSKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.85% | -2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 11.84% | 14.38% | -2.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.77% | 23.16% | -1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.48% | 22.53% | -2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.59% | 23.87% | +0.72% |