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Undiscovered Managers Behavioral Value Fund (UBVVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
93.03+5.17 (+5.88%)
At close: 06:45PM EST

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Nov 5, 2024)34.35%
Worst 1 Yr Total Return (Nov 5, 2024)N/A

Risk Statistics

3 Years
UBVVXCategory Average
5 Years
UBVVXCategory Average
10 Years
UBVVXCategory Average
Alpha
0.55-0.12
-1.96-0.08
-3.39-0.07
BETA
0.930.01
1.150.01
1.160.01
Mean Annual Return
0.860.01
1.330.01
0.990.01
R-squared
56.440.78
61.020.72
64.420.73
Standard Deviation
21.20.28
26.480.23
21.970.2
Sharpe Ratio
0.30
0.510.01
0.460.01
Treynor Ratio
4.780.06
9.20.09
6.980.08