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Union Street Partners Value Advisor (USPFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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29.96
+0.03
(+0.10%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.97%
5-year average return
12.35%
Number of years up
5
Number of years down
2
Best 1-yr total return (9 Jun 2024)
31.43%
Worst 1-yr total return (9 Jun 2024)
N/A
Best 3-yr total return
31.43%
Worst 3-yr total return
7.47%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
USPFX
Category
YTD
1.84%
4.44%
1-month
3.14%
-4.04%
3-month
-1.55%
4.09%
1-year
13.04%
14.37%
3-year
6.63%
6.04%
5-year
13.43%
9.20%
10-year
8.88%
8.57%
Last bull market
21.49%
22.97%
Last bear market
-15.39%
-11.27%
Annual total return (%) history
Year
USPFX
Category
2024
N/A
N/A
2023
18.78%
11.63%
2022
-8.13%
-5.90%
2021
28.62%
26.22%
2020
6.62%
2.91%
2019
31.43%
25.04%
2018
-11.42%
-8.53%
2017
9.31%
15.94%
2016
N/A
14.81%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
6.71%
N/A
N/A
N/A
2023
7.05%
4.49%
-4.77%
11.50%
2022
-0.40%
-15.39%
-5.12%
14.91%
2021
12.36%
5.56%
-0.75%
9.25%
2020
-25.21%
18.10%
4.14%
15.91%
2019
13.38%
1.31%
1.46%
12.77%
2018
-3.43%
6.63%
4.64%
-17.79%
2017
-0.61%
-1.83%
3.92%
7.80%
2016
5.39%
14.25%
N/A
N/A
Rank in category (by total return)
YTD
98
1-month
46
3-month
100
1-year
96
3-year
45
5-year
18
Load adjusted returns
1-year
13.04%
3-year
6.63%
5-year
13.43%
10-year
8.88%
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