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Undiscovered Managers Behavioral Value Fund - R6 (UBVFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
85.87+1.28 (+1.51%)
At close: 08:00PM EST
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return15.36%
5-Year Average Return8.98%
Number of Years Up7
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)34.50%
Worst 1 Yr Total Return (Feb 3, 2019)-15.20%
Best 3-Yr Total Return34.50%
Worst 3-Yr Total Return2.72%

Trailing Returns (%) Vs. Benchmarks

ReturnUBVFXCategory
YTD-3.75%26.79%
1-Month7.09%-1.77%
3-Month-2.01%4.45%
1-Year-4.87%71.02%
3-Year10.82%9.35%
5-Year9.35%12.17%
10-Year0.00%9.95%
Last Bull Market71.12%28.07%
Last Bear Market-11.05%-24.24%

Annual Total Return (%) History

Year
UBVFXCategory
2022
N/AN/A
2021
34.50%N/A
2020
3.62%4.02%
2019
23.34%21.43%
2018
-15.20%-15.46%
2017
13.53%8.54%
2016
20.97%25.99%
2015
3.52%-6.71%
2014
5.83%3.34%
2013
N/A36.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20223.53%-11.05%N/AN/A
202122.72%4.18%-1.96%7.31%
2020-40.82%21.12%0.91%43.26%
201913.99%2.20%-1.31%7.29%
2018-3.16%7.03%2.80%-20.42%
20172.10%0.73%4.57%5.56%
20164.37%-0.14%7.25%8.22%
20153.86%2.24%-7.50%5.39%
20142.29%3.11%-3.83%4.33%
20136.83%10.55%N/AN/A

Rank In Category (By Total Return)

YTD9
1-Month53
3-Month63
1-Year5
3-Year15
5-Year9

Load Adjusted Returns

1-Year-6.72%
3-Year9.14%
5-Year5.99%
10-Year10.79%
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