Jeffrey Ubben Performance

ValueAct Holdings Portfolio

$5.84B Total portoflio value
Portfolio 17 Options 0 Performance

Performance vs S&P 500

Over the past 10 years, Jeffrey Ubben returned 158.5% compared to 258.1% for the S&P 500 — underperformed the S&P 500 by 99.6%.

1-Year Return

-12.2%
S&P 500: 15.2%

3-Year Return

49.1%
S&P 500: 71.5%

5-Year Return

16.2%
S&P 500: 72.4%

10-Year Return

158.5%
S&P 500: 258.1%

Portfolio Value

Buy/Sell Distribution

Investment Strategy: Long Term Investor
Never miss a trade