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Undiscovered Managers Behavioral Val R2 (UBVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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78.27+0.44 (+0.57%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.95%
5-year average return9.89%
Number of years up8
Number of years down2
Best 1-yr total return (2 May 2024)33.49%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return33.49%
Worst 3-yr total return1.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUBVRXCategory
YTD0.97%26.79%
1-month-4.93%-1.77%
3-month3.21%4.45%
1-year16.53%71.02%
3-year5.96%9.35%
5-year9.72%12.17%
10-year8.66%9.95%
Last bull market28.38%28.07%
Last bear market-11.21%-24.24%

Annual total return (%) history

Year
UBVRXCategory
2024
N/AN/A
2023
13.70%N/A
2022
-1.83%N/A
2021
33.49%N/A
2020
2.85%4.02%
2019
22.42%21.43%
2018
-15.83%-15.46%
2017
12.69%8.54%
2016
20.05%25.99%
2015
2.77%-6.71%
2014
5.02%3.34%
2013
N/A36.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.21%N/AN/AN/A
20230.35%-0.36%-1.23%15.13%
20223.34%-11.21%-5.79%13.56%
202122.49%3.99%-2.13%7.09%
2020-40.92%20.91%0.70%43.00%
201913.80%2.01%-1.52%7.08%
2018-3.33%6.83%2.61%-20.58%
20171.93%0.53%4.37%5.37%
20164.17%-0.34%7.06%8.01%
20153.69%2.05%-7.67%5.20%
20142.09%2.92%-4.01%4.13%
20136.65%10.34%N/AN/A

Rank in category (by total return)

YTD23
1-month20
3-month29
1-year40
3-year15
5-year25

Load adjusted returns

1-year16.53%
3-year5.96%
5-year9.72%
10-year8.66%