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Undiscovered Managers Behavioral Val R4 (UBVUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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82.92+1.43 (+1.75%)
At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 30, 2024)34.16%
Worst 1 Yr Total Return (May 30, 2024)N/A

Risk Statistics

3 Years
UBVUXCategory Average
5 Years
UBVUXCategory Average
10 Years
UBVUXCategory Average
Alpha
-0.46-0.12
-2.82-0.08
-3.59-0.07
BETA
0.920.01
1.190.01
1.180.01
Mean Annual Return
0.690.01
1.130.01
0.940.01
R-squared
61.430.78
65.410.72
67.060.73
Standard Deviation
20.610.28
27.080.23
21.850.2
Sharpe Ratio
0.260
0.420.01
0.450.01
Treynor Ratio
3.660.06
6.80.09
6.580.08