Jeffrey Ubben Performance

ValueAct Holdings Portfolio

$5.81B Total portoflio value
Portfolio 17 Options 0 Performance

Performance vs S&P 500

Over the past 10 years, Jeffrey Ubben returned 145.2% compared to 247.2% for the S&P 500 — underperformed the S&P 500 by 102.0%.

1-Year Return

-12.3%
S&P 500: 20.2%

3-Year Return

41.4%
S&P 500: 63.7%

5-Year Return

8.6%
S&P 500: 70.3%

10-Year Return

145.2%
S&P 500: 247.2%

Portfolio Value

Buy/Sell Distribution

Investment Strategy: Long Term Investor
Never miss a trade