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Union Street Partners Value A (USPVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.49-0.09 (-0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.65%
5-year average return11.74%
Number of years up9
Number of years down4
Best 1-yr total return (17 June 2024)33.05%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return33.05%
Worst 3-yr total return5.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUSPVXCategory
YTD1.72%4.44%
1-month3.11%-4.04%
3-month-1.60%4.09%
1-year12.77%14.37%
3-year6.30%6.04%
5-year13.11%9.20%
10-year8.63%8.57%
Last bull market21.33%22.97%
Last bear market-15.43%-11.27%

Annual total return (%) history

Year
USPVXCategory
2024
N/AN/A
2023
18.51%11.63%
2022
-8.37%-5.90%
2021
28.06%26.22%
2020
6.30%2.91%
2019
31.13%25.04%
2018
-11.63%-8.53%
2017
9.01%15.94%
2016
20.26%14.81%
2015
-1.46%-4.05%
2014
5.29%10.21%
2013
33.05%31.21%
2012
16.95%14.57%
2011
-6.30%-0.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.62%N/AN/AN/A
20237.02%4.40%-4.79%11.41%
2022-0.48%-15.43%-5.19%14.83%
202112.32%5.49%-0.80%8.95%
2020-25.29%18.07%4.00%15.87%
201913.30%1.20%1.47%12.70%
2018-3.48%6.57%4.58%-17.85%
2017-0.73%-1.83%3.85%7.71%
2016-0.21%0.21%5.26%14.26%
20150.14%2.05%-8.03%4.85%
20140.28%4.78%0.94%-0.73%
20139.94%3.26%4.94%11.68%
201214.96%-6.78%4.09%4.85%
20112.40%-2.05%-14.86%9.72%

Rank in category (by total return)

YTD98
1-month48
3-month100
1-year97
3-year49
5-year24

Load adjusted returns

1-year6.29%
3-year4.22%
5-year11.78%
10-year7.99%