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Undiscovered Managers Behavioral Val R2 (UBVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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79.61+0.60 (+0.76%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up8
Number of years down2
Best 1-yr total return (6 May 2024)33.49%
Worst 1-yr total return (6 May 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