Jeffrey Ubben Performance

ValueAct Holdings Portfolio

$5.85B Total portoflio value
Portfolio 17 Options 0 Performance

Performance vs S&P 500

Over the past 10 years, Jeffrey Ubben returned 147.3% compared to 255.3% for the S&P 500 — underperformed the S&P 500 by 108.0%.

1-Year Return

-13.6%
S&P 500: 19.7%

3-Year Return

45.4%
S&P 500: 74.5%

5-Year Return

9.4%
S&P 500: 72.7%

10-Year Return

147.3%
S&P 500: 255.3%

Portfolio Value

Buy/Sell Distribution

Investment Strategy: Long Term Investor
Never miss a trade