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Undiscovered Managers Behavioral Val R4 (UBVUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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79.08-0.87 (-1.09%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.00%
5-Year Average Return11.37%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 13, 2024)34.16%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return34.16%
Worst 3-Yr Total Return2.46%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnUBVUXCategory
YTD4.86%26.79%
1-Month3.69%-1.77%
3-Month4.55%4.45%
1-Year28.35%71.02%
3-Year6.66%9.35%
5-Year13.43%12.17%
10-Year9.58%9.95%
Last Bull Market28.62%28.07%
Last Bear Market-11.10%-24.24%

Annual Total Return (%) History

Year
UBVUXCategory
2024
N/AN/A
2023
14.27%N/A
2022
-1.33%N/A
2021
34.16%N/A
2020
3.35%4.02%
2019
23.04%21.43%
2018
-15.42%-15.46%
2017
N/A8.54%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.32%N/AN/AN/A
20230.47%-0.24%-1.09%15.27%
20223.48%-11.10%-5.67%13.70%
202122.64%4.11%-2.01%7.23%
2020-40.85%21.04%0.83%43.16%
201913.93%2.13%-1.39%7.23%
2018-3.22%6.96%2.75%-20.48%
20170.65%4.50%5.51%N/A

Rank In Category (By Total Return)

YTD25
1-Month71
3-Month20
1-Year25
3-Year14
5-Year21

Load Adjusted Returns

1-Year28.35%
3-Year6.66%
5-Year13.43%
10-Year9.58%