Union Street Correlations

USPCX Fund

USD 32.82 0.14 0.43%

The current 90-days correlation between Union Street Partners and Angel Oak Multi Strategy is 0.06 (i.e., Significant diversification). The correlation of Union Street is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Union Street Correlation With Market

Almost no diversification

The correlation between Union Street Partners and DJI is 0.93 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Union Street Partners and DJI in the same portfolio, assuming nothing else is changed.

Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Union Street Partners. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in services.

Moving together with Union Mutual Fund

1.0	USPFX	Union Street Partners	Pair Corr
1.0	USPVX	Union Street Partners	Pair Corr
0.88	VVIAX	Vanguard Value Index	Pair Corr
0.93	AWSHX	Washington Mutual	Pair Corr
0.93	WSHCX	Washington Mutual	Pair Corr
0.89	WSHFX	Washington Mutual	Pair Corr
0.91	FWWMX	American Funds Washington	Pair Corr
0.91	FWMMX	American Funds Washington	Pair Corr
0.94	DODGX	Dodge Stock Fund	Pair Corr
0.9	AMFFX	American Mutual	Pair Corr
0.86	AMFCX	American Mutual	Pair Corr
0.75	LIIAX	Columbia Porate Income	Pair Corr
0.73	SRINX	Columbia Porate Income	Pair Corr
0.87	WRHIX	Ivy High Income	Pair Corr
0.88	WHIAX	Ivy High Income	Pair Corr
0.87	IHIFX	Ivy High Income	Pair Corr
0.86	IVHIX	Ivy High Income	Pair Corr
0.81	MIPIX	Matthews Asia Dividend	Pair Corr
0.93	XDIAX	Nuveen Dow 30	Pair Corr
0.91	CVLEX	Cullen Value	Pair Corr
0.91	BRUGX	Mfs Blended Research	Pair Corr
0.9	LEOOX	Lazard Enhanced Oppo	Pair Corr
0.91	SSAWX	State Street Target	Pair Corr
0.9	FAASX	Fidelity Asset Manager	Pair Corr
0.76	RPTIX	T Rowe Price	Pair Corr
0.93	RPBAX	T Rowe Price	Pair Corr
0.92	FULIX	Federated Ultrashort Bond	Pair Corr
0.94	MKSPX	Blackrock Advantage Total	Pair Corr
0.83	PSFIX	Virtus Senior Floating	Pair Corr
0.89	FHALX	Fidelity Freedom Blend	Pair Corr
0.93	SEIYX	Simt High Yield	Pair Corr
0.93	TCMSX	Tcm Small Cap	Pair Corr
0.94	TIOTX	Tiaa Cref International	Pair Corr
0.89	JGICX	Janus Growth And	Pair Corr
0.78	VFIAX	Vanguard 500 Index	Pair Corr
0.67	VTCAX	Vanguard Telecommunicatio	Pair Corr
0.86	GLNAX	Mfs Global New	Pair Corr
0.97	BRSSX	Mfs Blended Research	Pair Corr

Moving against Union Mutual Fund

0.4

AMRMX

American Mutual

Pair Corr

Related Correlations Analysis

	EMSLX	RYMBX	DODEX	RECIX	ABNTX	VASGX	REMVX	ANGCX
EMSLX		0.71	0.85	0.87	0.7	0.93	0.84	0.91	EMSLX
RYMBX	0.71		0.91	0.82	0.8	0.78	0.91	0.76	RYMBX
DODEX	0.85	0.91		0.95	0.83	0.93	0.99	0.89	DODEX
RECIX	0.87	0.82	0.95		0.77	0.93	0.96	0.89	RECIX
ABNTX	0.7	0.8	0.83	0.77		0.77	0.85	0.86	ABNTX
VASGX	0.93	0.78	0.93	0.93	0.77		0.91	0.9	VASGX
REMVX	0.84	0.91	0.99	0.96	0.85	0.91		0.9	REMVX
ANGCX	0.91	0.76	0.89	0.89	0.86	0.9	0.9		ANGCX
	EMSLX	RYMBX	DODEX	RECIX	ABNTX	VASGX	REMVX	ANGCX

Risk-Adjusted Indicators

There is a big difference between Union Mutual Fund performing well and Union Street Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Union Street's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
EMSLX	1.00	0.45	0.40	0.93	0.38	(1.15)	2.05	(1.66)	19.48
RYMBX	0.93	0.07	0.03	0.75	1.07	(1.05)	1.82	(1.62)	6.05
DODEX	0.57	0.15	0.19	0.32	0.37	(0.63)	1.42	(1.21)	3.26
RECIX	0.83	0.38	0.39	5.93	0.31	(1.01)	2.02	(1.33)	11.71
ABNTX	0.08	0.00	(0.34)	(0.34)	0.02	(0.11)	0.10	(0.19)	0.39
VASGX	0.45	0.03	0.02	0.09	0.51	(0.49)	0.91	(1.02)	2.75
REMVX	0.61	0.24	0.33	21.54	0.06	(0.84)	1.57	(0.84)	3.28
ANGCX	0.07	0.01	(0.23)	1.59	0.00	(0.15)	0.12	(0.12)	0.58

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