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Undiscovered Managers Behavioral Val A (UBVAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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77.04

-0.86

(-1.10%)

At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★★

Number of Years Up14

Number of Years Down5

Best 1 Yr Total Return (Jun 13, 2024)41.26%

Worst 1 Yr Total Return (Jun 13, 2024)N/A

Risk Statistics

3 Years

UBVAXCategory Average

5 Years

UBVAXCategory Average

10 Years

UBVAXCategory Average

Alpha

-1.78-0.12

-2.79-0.08

-3.84-0.07

BETA

0.920.01

1.170.01

1.170.01

Mean Annual Return

0.690.01

1.340.01

0.950.01

R-squared

61.930.78

64.230.72

67.10.73

Standard Deviation

20.630.28

26.620.23

21.860.2

Sharpe Ratio

0.250

0.520.01

0.450.01

Treynor Ratio

3.460.06

9.320.09

6.570.08