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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 Advisor (USPFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
29.70
-0.07
(-0.24%)
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
5
Number of years down
2
Best 1-yr total return (27 May 2024)
31.43%
Worst 1-yr total return (27 May 2024)
N/A
Risk statistics
3 years
USPFX
Category average
5 years
USPFX
Category average
10 years
USPFX
Category average
Alpha
-1.12
-0.01
-1.72
-0.03
-3.12
-0.03
BETA
0.89
0.01
0.98
0.01
1
0.01
Mean annual return
0.63
0.01
1.01
0.01
0.82
0.01
R-squared
82.51
0.78
85.92
0.83
82.51
0.84
Standard deviation
17.25
0.17
19.48
0.19
16.82
0.16
Sharpe ratio
0.26
0
0.51
0
0.49
0.01
Treynor ratio
3.49
0.04
8.77
0.07
7.21
0.08
Data disclaimer
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