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Undiscovered Managers Behavioral Val I (UBVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.26-0.47 (-0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.96%
5-year average return10.47%
Number of years up8
Number of years down2
Best 1-yr total return (23 Apr 2024)34.15%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return34.15%
Worst 3-yr total return2.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUBVSXCategory
YTD6.35%26.79%
1-month6.02%-1.77%
3-month6.35%4.45%
1-year21.02%71.02%
3-year9.51%9.35%
5-year12.45%12.17%
10-year9.70%9.95%
Last bull market70.80%28.07%
Last bear market-11.09%-24.24%

Annual total return (%) history

Year
UBVSXCategory
2024
N/AN/A
2023
14.34%N/A
2022
-1.28%N/A
2021
34.15%N/A
2020
3.37%4.02%
2019
23.03%21.43%
2018
-15.41%-15.46%
2017
13.26%8.54%
2016
20.66%25.99%
2015
3.27%-6.71%
2014
5.56%3.34%
2013
N/A36.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.35%N/AN/AN/A
20230.48%-0.22%-1.07%15.28%
20223.49%-11.09%-5.64%13.71%
202122.63%4.11%-2.02%7.24%
2020-40.85%21.03%0.85%43.18%
201913.92%2.14%-1.39%7.22%
2018-3.21%6.96%2.73%-20.46%
20172.05%0.65%4.50%5.51%
20164.29%-0.19%7.18%8.16%
20153.80%2.18%-7.56%5.33%
20142.22%3.04%-3.87%4.26%
20136.77%10.48%N/AN/A

Rank in category (by total return)

YTD24
1-month13
3-month24
1-year43
3-year13
5-year19

Load adjusted returns

1-year21.02%
3-year9.51%
5-year12.45%
10-year9.70%