Undiscovered Managers Behavioral Val R4 (UBVUX)
85.29
+0.55 (+0.65%)
USD |
Aug 16 2022
UBVUX Performance
Cumulative Total Returns Versus Peers
Performance Versus Category
20%
15%
10%
5%
0
View Category Returns.
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 16, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
23.53%
37.64%
5.70%
3.43%
20.86%
13.28%
-15.42%
23.04%
3.35%
34.16%
2.99%
19.21%
38.34%
2.11%
-3.84%
25.21%
13.80%
-12.00%
32.28%
2.60%
32.42%
-8.27%
13.98%
39.37%
4.14%
-3.39%
23.05%
10.39%
-17.89%
20.05%
9.53%
33.38%
-5.70%
As of August 16, 2022.
Periodic Total Returns Versus Peers
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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
11.69%
5.64%
-0.19%
8.53%
17.84%
10.80%
12.75%
10.13%
12.30%
12.01%
As of August 16, 2022.
Returns for periods of 1 year and above are annualized.
Upside/Downside Capture Ratio
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio.
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022