Union Street Partners Fund Manager Performance Evaluation
| USPVX Fund | USD 34.29 0.02 0.06% |
The entity has a beta of 0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Union Street's returns are expected to increase less than the market. However, during the bear market, the loss of holding Union Street is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Union Street Partners are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Union Street is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of January 2025 | |
| Expense Ratio | 1.4000 |
Union |
Union Street Relative Risk vs. Return Landscape
If you would invest 3,273 in Union Street Partners on October 27, 2025 and sell it today you would earn a total of 156.00 from holding Union Street Partners or generate 4.77% return on investment over 90 days. Union Street Partners is currently producing 0.0781% returns and takes up 0.7781% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Union, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Union Street Current Valuation
Fairly Valued
Today
Please note that Union Street's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Union Street Partners has a current Real Value of $33.87 per share. The regular price of the fund is $34.29. We determine the value of Union Street Partners from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Union Street is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Union Mutual Fund. However, Union Street's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 34.29 | Real 33.87 | Hype 34.29 | Naive 34.33 |
The intrinsic value of Union Street's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Union Street's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Union Street Partners helps investors to forecast how Union mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Union Street more accurately as focusing exclusively on Union Street's fundamentals will not take into account other important factors: Union Street Target Price Odds to finish over Current Price
The tendency of Union Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 34.29 | 90 days | 34.29 | about 11.47 |
Based on a normal probability distribution, the odds of Union Street to move above the current price in 90 days from now is about 11.47 (This Union Street Partners probability density function shows the probability of Union Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Union Street has a beta of 0.11. This usually implies as returns on the market go up, Union Street average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Union Street Partners will be expected to be much smaller as well. Additionally Union Street Partners has an alpha of 0.0604, implying that it can generate a 0.0604 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Union Street Price Density |
| Price |
Predictive Modules for Union Street
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Union Street Partners. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Union Street's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Union Street Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Union Street is not an exception. The market had few large corrections towards the Union Street's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Union Street Partners, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Union Street within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 0.11 | |
σ | Overall volatility | 1.14 | |
Ir | Information ratio | -0.0003 |
Union Street Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Union Street for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Union Street Partners can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps about 5.26% of its net assets in cash |
Union Street Fundamentals Growth
Union Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Union Street, and Union Street fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Union Mutual Fund performance.
| Price To Earning | 17.76 X | |||
| Price To Book | 1.70 X | |||
| Price To Sales | 0.91 X | |||
| Total Asset | 7.55 M | |||
About Union Street Performance
Evaluating Union Street's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Union Street has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Union Street has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund will invest primarily in the equity securities of large capitalization U.S. companies. Union Street is traded on NASDAQ Exchange in the United States.Things to note about Union Street Partners performance evaluation
Checking the ongoing alerts about Union Street for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Union Street Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 5.26% of its net assets in cash |
- Analyzing Union Street's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Union Street's stock is overvalued or undervalued compared to its peers.
- Examining Union Street's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Union Street's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Union Street's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Union Street's mutual fund. These opinions can provide insight into Union Street's potential for growth and whether the stock is currently undervalued or overvalued.
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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