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Union Street Partners Value Advisor (USPFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.70-0.07 (-0.24%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up5
Number of years down2
Best 1-yr total return (27 May 2024)31.43%
Worst 1-yr total return (27 May 2024)N/A

Risk statistics

3 years
USPFXCategory average
5 years
USPFXCategory average
10 years
USPFXCategory average
Alpha
-1.12-0.01
-1.72-0.03
-3.12-0.03
BETA
0.890.01
0.980.01
10.01
Mean annual return
0.630.01
1.010.01
0.820.01
R-squared
82.510.78
85.920.83
82.510.84
Standard deviation
17.250.17
19.480.19
16.820.16
Sharpe ratio
0.260
0.510
0.490.01
Treynor ratio
3.490.04
8.770.07
7.210.08