Union Street Partners Fund Market Value
| USPFX Fund | USD 35.50 0.66 1.89% |
| Symbol | 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.
| 11/09/2025 |
| 02/07/2026 |
If you would invest 0.00 in Union Street on November 9, 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 Lord Abbett, Qs Us, Dana Large, Tax-managed, Cb Large, and Jhancock Disciplined. 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 | 0.7617 | |||
| Information Ratio | 0.0762 | |||
| Maximum Drawdown | 3.23 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.32 |
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 | 0.1531 | |||
| Jensen Alpha | 0.0741 | |||
| Total Risk Alpha | 0.0619 | |||
| Sortino Ratio | 0.0786 | |||
| Treynor Ratio | 0.1698 |
Union Street February 7, 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 | 0.1531 | |||
| Market Risk Adjusted Performance | 0.1798 | |||
| Mean Deviation | 0.629 | |||
| Semi Deviation | 0.5118 | |||
| Downside Deviation | 0.7617 | |||
| Coefficient Of Variation | 525.44 | |||
| Standard Deviation | 0.7859 | |||
| Variance | 0.6176 | |||
| Information Ratio | 0.0762 | |||
| Jensen Alpha | 0.0741 | |||
| Total Risk Alpha | 0.0619 | |||
| Sortino Ratio | 0.0786 | |||
| Treynor Ratio | 0.1698 | |||
| Maximum Drawdown | 3.23 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.32 | |||
| Downside Variance | 0.5802 | |||
| Semi Variance | 0.2619 | |||
| Expected Short fall | (0.71) | |||
| Skewness | (0.01) | |||
| Kurtosis | (0.45) |
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 0.2, which indicates the fund had a 0.2 % 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 525.44, risk adjusted performance of 0.1531, and Semi Deviation of 0.5118 to confirm if the risk estimate we provide is consistent with the expected return of 0.16%. The entity has a beta of 0.82, 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 | 0.23 |
Weak predictability
Union Street Partners has weak predictability. Overlapping area represents the amount of predictability between Union Street time series from 9th of November 2025 to 24th of December 2025 and 24th of December 2025 to 7th of February 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 0.23 indicates that over 23.0% of current Union Street price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.23 | |
| Spearman Rank Test | 0.24 | |
| Residual Average | 0.0 | |
| Price Variance | 0.14 |
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.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.
| Stocks Directory Find actively traded stocks across global markets | |
| AI Portfolio Prophet Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |