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Undiscovered Managers Behavioral Val L (UBVLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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79.81-0.65 (-0.81%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.88%
5-year average return10.32%
Number of years up19
Number of years down6
Best 1-yr total return (11 Apr 2024)41.53%
Worst 1-yr total return (11 Apr 2024)N/A
Best 3-yr total return41.53%
Worst 3-yr total return2.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUBVLXCategory
YTD6.37%26.79%
1-month6.04%-1.77%
3-month6.37%4.45%
1-year21.13%71.02%
3-year9.62%9.35%
5-year12.59%12.17%
10-year9.85%9.95%
Last bull market70.98%28.07%
Last bear market-11.07%-24.24%

Annual total return (%) history

Year
UBVLXCategory
2024
N/AN/A
2023
14.45%N/A
2022
-1.18%N/A
2021
34.34%N/A
2020
3.53%4.02%
2019
23.20%21.43%
2018
-15.27%-15.46%
2017
13.43%8.54%
2016
20.84%25.99%
2015
3.43%-6.71%
2014
5.70%3.34%
2013
37.64%36.22%
2012
23.55%16.00%
2011
-1.53%-4.45%
2010
31.99%26.17%
2009
41.53%31.32%
2008
-36.67%-32.24%
2007
-8.64%-6.08%
2006
16.41%16.27%
2005
7.04%6.40%
2004
20.83%21.14%
2003
62.37%42.38%
2002
-16.07%-10.12%
2001
12.87%15.92%
2000
11.75%18.64%
1999
33.11%6.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.37%N/AN/AN/A
20230.50%-0.20%-1.05%15.32%
20223.52%-11.07%-5.63%13.75%
202122.67%4.15%-1.97%7.27%
2020-40.83%21.10%0.87%43.25%
201913.95%2.17%-1.33%7.25%
2018-3.19%7.02%2.77%-20.43%
20172.09%0.70%4.54%5.55%
20164.33%-0.16%7.21%8.20%
20153.85%2.23%-7.52%5.35%
20142.25%3.07%-3.83%4.29%
201312.93%3.24%6.81%10.53%
201217.45%-4.36%3.67%6.10%
20118.88%-2.97%-24.31%23.15%
201012.70%-8.09%11.08%14.72%
2009-15.32%31.09%24.91%2.08%
2008-13.21%-7.82%3.01%-23.15%
20074.80%5.56%-10.64%-7.58%
200610.88%-6.75%1.91%10.47%
2005-5.37%6.22%5.58%0.86%
20048.54%2.73%-5.46%14.62%
2003-7.90%36.17%9.25%18.51%
20027.47%-7.08%-23.49%9.85%
20012.99%13.46%-16.01%15.02%
20005.54%2.77%10.21%-6.51%
1999-8.73%32.11%-6.36%17.90%

Rank in category (by total return)

YTD24
1-month13
3-month24
1-year42
3-year12
5-year18

Load adjusted returns

1-year21.13%
3-year9.62%
5-year12.59%
10-year9.85%