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Undiscovered Managers Behavioral Val L (UBVLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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81.82

+0.79

(+0.97%)

At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★★

Number of Years Up19

Number of Years Down6

Best 1 Yr Total Return (Apr 30, 2024)41.53%

Worst 1 Yr Total Return (Apr 30, 2024)N/A

Risk Statistics

3 Years

UBVLXCategory Average

5 Years

UBVLXCategory Average

10 Years

UBVLXCategory Average

Alpha

-0.31-0.12

-2.71-0.08

-3.64-0.07

BETA

0.90.01

1.190.01

1.180.01

Mean Annual Return

0.940.01

1.30.01

0.990.01

R-squared

60.480.78

65.140.72

66.780.73

Standard Deviation

20.390.28

26.990.23

21.770.2

Sharpe Ratio

0.410

0.50.01

0.480.01

Treynor Ratio

7.360.06

8.770.09

7.120.08