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Union Street Partners Value C (USPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.17+0.02 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.51%
5-year average return11.25%
Number of years up9
Number of years down3
Best 1-yr total return (9 Jun 2024)32.08%
Worst 1-yr total return (9 Jun 2024)N/A
Best 3-yr total return32.08%
Worst 3-yr total return4.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUSPCXCategory
YTD1.41%4.44%
1-month3.04%-4.04%
3-month-1.78%4.09%
1-year11.93%14.37%
3-year5.57%6.04%
5-year12.31%9.20%
10-year7.84%8.57%
Last bull market28.38%22.97%
Last bear market-15.60%-11.27%

Annual total return (%) history

Year
USPCXCategory
2024
N/AN/A
2023
17.63%11.63%
2022
-9.06%-5.90%
2021
27.34%26.22%
2020
5.49%2.91%
2019
30.20%25.04%
2018
-12.32%-8.53%
2017
8.22%15.94%
2016
19.45%14.81%
2015
-2.23%-4.05%
2014
4.51%10.21%
2013
32.08%31.21%
2012
16.08%14.57%
2011
N/A-0.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.97%N/AN/AN/A
20236.82%4.21%-4.99%11.22%
2022-0.66%-15.60%-5.38%14.63%
202112.08%5.34%-1.00%8.95%
2020-25.43%17.85%3.83%15.61%
201913.13%1.00%1.28%12.50%
2018-3.70%6.37%4.41%-18.02%
2017-0.87%-2.07%3.64%7.55%
2016-0.36%0.00%5.10%14.07%
2015-0.07%1.88%-8.21%4.62%
20140.07%4.66%0.69%-0.90%
20139.76%3.05%4.77%11.47%
201214.81%-7.01%3.92%4.63%
2011-15.07%9.54%N/AN/A

Rank in category (by total return)

YTD98
1-month50
3-month100
1-year97
3-year66
5-year33

Load adjusted returns

1-year10.93%
3-year5.57%
5-year12.31%
10-year7.84%