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Union Street Partners Value A (USPVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.51+0.43 (+1.48%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★★
Number of years up9
Number of years down4
Best 1-yr total return (30 May 2024)33.05%
Worst 1-yr total return (30 May 2024)N/A

Risk statistics

3 years
USPVXCategory average
5 years
USPVXCategory average
10 years
USPVXCategory average
Alpha
-1.44-0.01
-2.02-0.03
-3.36-0.03
BETA
0.890.01
0.980.01
10.01
Mean annual return
0.60.01
0.990.01
0.80.01
R-squared
82.510.78
85.890.83
82.50.84
Standard deviation
17.260.17
19.50.19
16.830.16
Sharpe ratio
0.240
0.50
0.480.01
Treynor ratio
3.110.04
8.440.07
6.960.08