Union Street Partners Fund Fundamentals
| USPFX Fund | USD 34.87 0.11 0.32% |
As of the 27th of January, Union Street has the Risk Adjusted Performance of 0.0991, coefficient of variation of 743.86, and Semi Deviation of 0.5973. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Union Street Partners, as well as the relationship between them.
Union Street's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Union Street's valuation are provided below:Union Street Partners does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Union |
Union Street 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Union Street's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Union Street.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Union Street on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Union Street Partners or generate 0.0% return on investment in Union Street over 90 days. Union Street is related to or competes with Siit Ultra, Angel Oak, Touchstone Ultra, Alpine Ultra, Aqr Sustainable, Fidelity Flex, and Vanguard Ultra-short-term. Under normal market conditions, the fund will invest primarily in the equity securities of large capitalization U.S More
Union Street Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Union Street's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Union Street Partners upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7888 | |||
| Information Ratio | 0.0289 | |||
| Maximum Drawdown | 3.23 | |||
| Value At Risk | (1.28) | |||
| Potential Upside | 1.28 |
Union Street Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Union Street's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Union Street's standard deviation. In reality, there are many statistical measures that can use Union Street historical prices to predict the future Union Street's volatility.| Risk Adjusted Performance | 0.0991 | |||
| Jensen Alpha | 0.033 | |||
| Total Risk Alpha | 0.0189 | |||
| Sortino Ratio | 0.0281 | |||
| Treynor Ratio | 0.1099 |
Union Street January 27, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0991 | |||
| Market Risk Adjusted Performance | 0.1199 | |||
| Mean Deviation | 0.6013 | |||
| Semi Deviation | 0.5973 | |||
| Downside Deviation | 0.7888 | |||
| Coefficient Of Variation | 743.86 | |||
| Standard Deviation | 0.7668 | |||
| Variance | 0.5879 | |||
| Information Ratio | 0.0289 | |||
| Jensen Alpha | 0.033 | |||
| Total Risk Alpha | 0.0189 | |||
| Sortino Ratio | 0.0281 | |||
| Treynor Ratio | 0.1099 | |||
| Maximum Drawdown | 3.23 | |||
| Value At Risk | (1.28) | |||
| Potential Upside | 1.28 | |||
| Downside Variance | 0.6222 | |||
| Semi Variance | 0.3568 | |||
| Expected Short fall | (0.68) | |||
| Skewness | (0.20) | |||
| Kurtosis | (0.25) |
Union Street Partners Backtested Returns
At this stage we consider Union Mutual Fund to be very steady. Union Street Partners owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.13, which indicates the fund had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Union Street Partners, which you can use to evaluate the volatility of the fund. Please validate Union Street's Risk Adjusted Performance of 0.0991, semi deviation of 0.5973, and Coefficient Of Variation of 743.86 to confirm if the risk estimate we provide is consistent with the expected return of 0.1%. The entity has a beta of 0.85, which indicates possible diversification benefits within a given portfolio. 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.
Auto-correlation | -0.06 |
Very weak reverse predictability
Union Street Partners has very weak reverse predictability. Overlapping area represents the amount of predictability between Union Street time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Union Street Partners price movement. The serial correlation of -0.06 indicates that barely 6.0% of current Union Street price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.06 | |
| Spearman Rank Test | 0.14 | |
| Residual Average | 0.0 | |
| Price Variance | 0.18 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Union Street Partners has an Annual Yield of 0.0089%. This is much higher than that of the Union Street Partners family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.
Union Street Partners Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Union Street's current stock value. Our valuation model uses many indicators to compare Union Street value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Union Street competition to find correlations between indicators driving Union Street's intrinsic value. More Info.Union Street Partners is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 247.78 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Union Street's earnings, one of the primary drivers of an investment's value.Union Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Union Street's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Union Street could also be used in its relative valuation, which is a method of valuing Union Street by comparing valuation metrics of similar companies.Union Street is currently under evaluation in annual yield among similar funds.
Union Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Union Street's current stock value. Our valuation model uses many indicators to compare Union Street value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Union Street competition to find correlations between indicators driving Union Street's intrinsic value. More Info.Union Street Partners is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 247.78 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Union Street's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Union Street
The fund consists of 92.04% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Union Street's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Union Fundamentals
| Total Asset | 77.62 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 2.21 % | |||
| One Year Return | 13.45 % | |||
| Three Year Return | 11.22 % | |||
| Five Year Return | 10.27 % | |||
| Net Asset | 86.26 M | |||
| Minimum Initial Investment | 2.5 K | |||
| Last Dividend Paid | 0.31 | |||
| Cash Position Weight | 7.96 % | |||
| Equity Positions Weight | 92.04 % |
About Union Street Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Union Street Partners's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Union Street using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Union Street Partners based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.| HITI | High Tide | |
| HITI | High Tide | |
| BAC | Bank of America |
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.
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |