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Undiscovered Managers Behavioral Val R4 (UBVUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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83.67-0.09 (-0.11%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.80%
5-year average return11.99%
Number of years up4
Number of years down2
Best 1-yr total return (15 May 2024)34.16%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return34.16%
Worst 3-yr total return2.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUBVUXCategory
YTD1.13%26.79%
1-month-4.89%-1.77%
3-month3.33%4.45%
1-year17.10%71.02%
3-year6.48%9.35%
5-year10.27%12.17%
10-year9.25%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)

YTD22
1-month19
3-month27
1-year37
3-year12
5-year18

Load adjusted returns

1-year17.10%
3-year6.48%
5-year10.27%
10-year9.25%