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Undiscovered Managers Behavioral Val R2 (UBVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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78.27+0.44 (+0.57%)
At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)33.49%
Worst 1 Yr Total Return (May 2, 2024)N/A

Risk Statistics

3 Years
UBVRXCategory Average
5 Years
UBVRXCategory Average
10 Years
UBVRXCategory Average
Alpha
-0.96-0.12
-3.32-0.08
-4.14-0.07
BETA
0.920.01
1.190.01
1.180.01
Mean Annual Return
0.650.01
1.090.01
0.90.01
R-squared
61.440.78
65.420.72
67.090.73
Standard Deviation
20.610.28
27.070.23
21.850.2
Sharpe Ratio
0.230
0.40.01
0.420.01
Treynor Ratio
3.080.06
6.330.09
6.080.08