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Undiscovered Managers Behavioral Val I (UBVSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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79.87

+0.13

(+0.16%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★★

Number of Years Up8

Number of Years Down2

Best 1 Yr Total Return (Jun 25, 2024)34.15%

Worst 1 Yr Total Return (Jun 25, 2024)N/A

Risk Statistics

3 Years

UBVSXCategory Average

5 Years

UBVSXCategory Average

10 Years

UBVSXCategory Average

Alpha

-1.53-0.12

-2.54-0.08

-3.6-0.07

BETA

0.920.01

1.170.01

1.170.01

Mean Annual Return

0.710.01

1.360.01

0.970.01

R-squared

61.960.78

64.270.72

67.130.73

Standard Deviation

20.640.28

26.620.23

21.860.2

Sharpe Ratio

0.260

0.530.01

0.460.01

Treynor Ratio

3.750.06

9.550.09

6.80.08