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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

Risk overview

Morningstar risk rating★★★★
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

Risk statistics

3 years
USPVXCategory average
5 years
USPVXCategory average
10 years
USPVXCategory average
Alpha
-2.29-0.01
-1.76-0.03
-3.47-0.03
BETA
0.880.01
0.970.01
10.01
Mean annual return
0.630.01
1.180.01
0.810.01
R-squared
82.650.78
85.30.83
82.420.84
Standard deviation
17.30.17
19.050.19
16.840.16
Sharpe ratio
0.250
0.620
0.480.01
Treynor ratio
3.410.04
11.220.07
7.050.08