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How I founded Britain's most respected removals firm
'Doing removals defines you for the rest of your working life'
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
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 (13 Jun 2024)
34.16%
Worst 1-yr total return (13 Jun 2024)
N/A
Best 3-yr total return
34.16%
Worst 3-yr total return
2.46%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
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%
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