Union Street Correlations

USPCX Fund

USD 32.45 0.41 1.28%

The current 90-days correlation between Union Street Partners and Qs Large Cap is 0.57 (i.e., Very weak 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

Poor diversification

The correlation between Union Street Partners and DJI is 0.76 (i.e., Poor 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 manufacturing.

Moving together with Union Mutual Fund

1.0	USPFX	Union Street Partners	Pair Corr
1.0	USPVX	Union Street Partners	Pair Corr
0.74	VVIAX	Vanguard Value Index	Pair Corr
0.65	AWSHX	Washington Mutual	Pair Corr
0.65	WSHCX	Washington Mutual	Pair Corr
0.68	WSHFX	Washington Mutual	Pair Corr
0.82	DODGX	Dodge Stock Fund	Pair Corr
0.65	AMFFX	American Mutual	Pair Corr
0.65	AMFCX	American Mutual	Pair Corr
0.78	FSMMX	Fs Multi Strategy	Pair Corr
0.89	BTMPX	Ishares Msci Eafe	Pair Corr
0.81	BTMKX	Blackrock International	Pair Corr
0.89	MDIIX	Blackrock Intern Index	Pair Corr
0.86	RAFCX	Amcap Fund Class	Pair Corr
0.85	THMGX	Thornburg Investment	Pair Corr
0.92	ONECX	Jpmorgan Investor Growth	Pair Corr
0.81	IIINX	Thrivent Opportunity	Pair Corr
0.61	VEIRX	Vanguard Equity Income	Pair Corr
0.68	JSHSX	Janus Short Term	Pair Corr
0.71	DHTYX	Diamond Hill All	Pair Corr
0.88	GMVRX	Goldman Sachs Smallmid	Pair Corr
0.86	WINDX	Wilshire 5000 Index	Pair Corr
0.63	AMCPX	Amcap Fund Class	Pair Corr
0.75	MFQTX	Amg Fq Tax	Pair Corr
0.77	MXCCX	Federated Max Cap	Pair Corr

Moving against Union Mutual Fund

0.36

AMRMX

American Mutual

Pair Corr

Related Correlations Analysis

	LMUSX	PARWX	LMISX	UTDLX	DLCFX	FCLKX	DLQIX
LMUSX		0.88	1.0	0.91	0.94	0.91	0.89	LMUSX
PARWX	0.88		0.88	0.93	0.84	0.87	0.8	PARWX
LMISX	1.0	0.88		0.91	0.94	0.9	0.89	LMISX
UTDLX	0.91	0.93	0.91		0.85	0.88	0.78	UTDLX
DLCFX	0.94	0.84	0.94	0.85		0.86	0.98	DLCFX
FCLKX	0.91	0.87	0.9	0.88	0.86		0.8	FCLKX
DLQIX	0.89	0.8	0.89	0.78	0.98	0.8		DLQIX
	LMUSX	PARWX	LMISX	UTDLX	DLCFX	FCLKX	DLQIX

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
LMUSX	0.62	0.04	0.02	0.12	0.79	(0.61)	1.56	(1.35)	4.05
PARWX	0.77	0.22	0.29	0.32	0.35	(0.96)	1.33	(0.93)	13.56
LMISX	0.63	0.04	0.02	0.12	0.80	(0.64)	1.57	(1.32)	4.04
UTDLX	0.58	0.02	0.01	0.09	0.64	(0.68)	1.22	(1.08)	3.08
DLCFX	0.64	0.09	0.08	0.19	0.67	(0.70)	1.30	(1.13)	7.07
FCLKX	0.60	0.09	0.03	0.53	0.71	(0.62)	1.35	(1.32)	3.44
DLQIX	0.89	0.32	0.30	0.66	0.38	(1.06)	1.47	(1.30)	19.80

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