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Undiscovered Managers Behavioral Value Fund Class I (UBVSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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Visitors trend2W10W9M

93.73

+1.62

(+1.76%)

At close: 08:01PM EST

Risk Overview

Morningstar Risk Rating★★★★

Number of Years Up8

Number of Years Down2

Best 1 Yr Total Return (Nov 21, 2024)34.15%

Worst 1 Yr Total Return (Nov 21, 2024)N/A

Risk Statistics

3 Years

UBVSXCategory Average

5 Years

UBVSXCategory Average

10 Years

UBVSXCategory Average

Alpha

0.45-0.12

-2.08-0.08

-3.52-0.07

BETA

0.930.01

1.150.01

1.160.01

Mean Annual Return

0.850.01

1.320.01

0.980.01

R-squared

56.460.78

61.030.72

64.430.73

Standard Deviation

21.190.28

26.470.23

21.970.2

Sharpe Ratio

0.30

0.50.01

0.460.01

Treynor Ratio

4.670.06

9.090.09

6.850.08