Union Street Partners Fund Price on December 3, 2024
| USPCX Fund | USD 29.69 0.10 0.34% |
Below is the normalized historical share price chart for Union Street Partners extending back to April 15, 2011. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Union Street stands at 29.69, as last reported on the 11th of December 2024, with the highest price reaching 29.69 and the lowest price hitting 29.69 during the day.
If you're considering investing in Union Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Union Mutual Fund to be very steady. Union Street Partners owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.15, which indicates the fund had a 0.15% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Union Street Partners, which you can use to evaluate the volatility of the fund. Please validate Union Street's Coefficient Of Variation of 651.17, semi deviation of 0.4627, and Risk Adjusted Performance of 0.109 to confirm if the risk estimate we provide is consistent with the expected return of 0.092%.
Union Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Union |
Sharpe Ratio = 0.1534
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Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Union Street is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Union Street by adding it to a well-diversified portfolio.
Union Street Valuation on December 3, 2024
It is possible to determine the worth of Union Street on a given historical date. On December 3, 2024 Union was worth 29.82 at the beginning of the trading date compared to the closed value of 29.82. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Union Street mutual fund. Still, in general, we apply an absolute valuation method to find Union Street's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Union Street where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Union Street's related companies.
| Open | High | Low | Close | Volume | |
| 29.82 | 29.82 | 29.82 | 29.82 | 1.00 | |
12/03/2024 | 29.82 | 29.82 | 29.82 | 29.82 | 1.00 |
| 29.74 | 29.74 | 29.74 | 29.74 | 1.00 |
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Union Street Trading Date Momentum on December 3, 2024
| On December 04 2024 Union Street Partners was traded for 29.74 at the closing time. The highest daily price throughout the period was 29.74 and the lowest price was 29.74 . There was no trading activity during the period 1.0. Lack of trading volume on 12/04/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.27% . The trading price change to current closing price is 0.44% . |
Union Street Partners Fundamentals Correlations and Trends
By evaluating Union Street's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Union Street's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Union financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Union Street Mutual Fund history
Union Street investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Union is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Union Street Partners will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Union Street stock prices may prove useful in developing a viable investing in Union Street
Under normal market conditions, the fund will invest primarily in the equity securities of large capitalization U.S. companies. The advisor defines a large-cap company as one whose market capitalization is 5 billion or greater at the time of purchase. It will normally hold a core position of between 25 and 30 securities. The fund may invest up to 20 percent of its net assets in high quality money market instruments and repurchase agreements. It may also invest in shares of other registered investment companies, such as closed-end investment companies and exchange-traded funds . It is non-diversified.
Union Street Mutual Fund Technical Analysis
Union Street technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Union Street Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Union Street Partners cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Union Street December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Union Street mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Union Street shares will generate the highest return on investment. By undertsting and applying Union Street mutual fund market strength indicators, traders can identify Union Street Partners entry and exit signals to maximize returns
Union Street Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Union Street's price direction in advance. Along with the technical and fundamental analysis of Union Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Union to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.109 | |||
| Jensen Alpha | 0.0095 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.1293 |
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Other Information on Investing in Union Mutual Fund
Union Street financial ratios help investors to determine whether Union Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Union with respect to the benefits of owning Union Street security.
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