Home
Mail
News
Sports
Finance
Celebrity
Style
Movies
Weather
Mobile
Yahoo
Mail
News
Taxes
Watchlists
My Portfolio
My Screeners
Market Data
Industry News
Real Estate
Technology
Currency Converter
Canada markets open in 5 hours 15 minutes
S&P/TSX
21,639.10
-59.00
(-0.27%)
S&P 500
5,431.60
-2.14
(-0.04%)
DOW
38,589.16
-57.94
(-0.15%)
CAD/USD
0.7280
-0.0004
(-0.06%)
CRUDE OIL
78.50
+0.05
(+0.06%)
Bitcoin CAD
91,013.88
-0.08
(-0.00%)
Undiscovered Managers Behavioral Val R4 (UBVUX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
79.08
-0.87
(-1.09%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
0.00%
5-Year Average Return
11.37%
Number of Years Up
4
Number of Years Down
2
Best 1 Yr Total Return (Jun 13, 2024)
34.16%
Worst 1 Yr Total Return (Jun 13, 2024)
N/A
Best 3-Yr Total Return
34.16%
Worst 3-Yr Total Return
2.46%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
UBVUX
Category
YTD
4.86%
26.79%
1-Month
3.69%
-1.77%
3-Month
4.55%
4.45%
1-Year
28.35%
71.02%
3-Year
6.66%
9.35%
5-Year
13.43%
12.17%
10-Year
9.58%
9.95%
Last Bull Market
28.62%
28.07%
Last Bear Market
-11.10%
-24.24%
Annual Total Return (%) History
Year
UBVUX
Category
2024
N/A
N/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/A
8.54%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
6.32%
N/A
N/A
N/A
2023
0.47%
-0.24%
-1.09%
15.27%
2022
3.48%
-11.10%
-5.67%
13.70%
2021
22.64%
4.11%
-2.01%
7.23%
2020
-40.85%
21.04%
0.83%
43.16%
2019
13.93%
2.13%
-1.39%
7.23%
2018
-3.22%
6.96%
2.75%
-20.48%
2017
0.65%
4.50%
5.51%
N/A
Rank In Category (By Total Return)
YTD
25
1-Month
71
3-Month
20
1-Year
25
3-Year
14
5-Year
21
Load Adjusted Returns
1-Year
28.35%
3-Year
6.66%
5-Year
13.43%
10-Year
9.58%
Data Disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy Dashboard
About Our Ads
© 2024 Yahoo. All rights reserved.