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FTSE 100
8,239.61
-14.57
(-0.18%)
FTSE 250
20,646.00
-59.27
(-0.29%)
AIM
805.96
-2.40
(-0.30%)
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+0.0027
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GBP/USD
1.2762
-0.0002
(-0.02%)
Bitcoin GBP
53,166.45
-43.98
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Money
What's best?
Should you support your children at university or help them on to property ladder?
Union Street Partners Value C (USPCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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27.94
-0.06
(-0.21%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
9
Number of years down
3
Best 1-yr total return (27 May 2024)
32.08%
Worst 1-yr total return (27 May 2024)
N/A
Risk statistics
3 years
USPCX
Category average
5 years
USPCX
Category average
10 years
USPCX
Category average
Alpha
-2.08
-0.01
-2.81
-0.03
-4.18
-0.03
BETA
0.94
0.01
1
0.01
1.02
0.01
Mean annual return
0.57
0.01
0.95
0.01
0.75
0.01
R-squared
74.93
0.78
82.02
0.83
80.09
0.84
Standard deviation
19.02
0.17
20.43
0.19
17.38
0.16
Sharpe ratio
0.2
0
0.45
0
0.43
0.01
Treynor ratio
2.19
0.04
7.47
0.07
6.07
0.08
Data disclaimer
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