Union Street Partners Fund Market Value
| USPFX Fund | USD 35.08 0.29 0.82% |
| 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.
| 12/02/2025 |
| 03/02/2026 |
If you would invest 0.00 in Union Street on December 2, 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 Stringer Growth, Lincoln Inflation, Capital Growth, James Alpha, Baron Small, and Ab All. 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 | 0.7468 | |||
| Information Ratio | 0.1048 | |||
| Maximum Drawdown | 3.35 | |||
| Value At Risk | (1.32) | |||
| 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 | 0.173 | |||
| Jensen Alpha | 0.0934 | |||
| Total Risk Alpha | 0.0802 | |||
| Sortino Ratio | 0.1037 | |||
| Treynor Ratio | 0.1965 |
Union Street March 2, 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 | 0.173 | |||
| Market Risk Adjusted Performance | 0.2065 | |||
| Mean Deviation | 0.5618 | |||
| Semi Deviation | 0.4314 | |||
| Downside Deviation | 0.7468 | |||
| Coefficient Of Variation | 441.54 | |||
| Standard Deviation | 0.739 | |||
| Variance | 0.5461 | |||
| Information Ratio | 0.1048 | |||
| Jensen Alpha | 0.0934 | |||
| Total Risk Alpha | 0.0802 | |||
| Sortino Ratio | 0.1037 | |||
| Treynor Ratio | 0.1965 | |||
| Maximum Drawdown | 3.35 | |||
| Value At Risk | (1.32) | |||
| Potential Upside | 1.32 | |||
| Downside Variance | 0.5578 | |||
| Semi Variance | 0.1861 | |||
| Expected Short fall | (0.63) | |||
| Skewness | (0.14) | |||
| Kurtosis | 0.2337 |
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 0.17, which indicates the fund had a 0.17 % 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 441.54, semi deviation of 0.4314, and Risk Adjusted Performance of 0.173 to confirm if the risk estimate we provide is consistent with the expected return of 0.12%. The entity has a beta of 0.8, 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 | 0.60 |
Good predictability
Union Street Partners has good predictability. Overlapping area represents the amount of predictability between Union Street time series from 2nd of December 2025 to 16th of January 2026 and 16th of January 2026 to 2nd of March 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 0.6 indicates that roughly 60.0% of current Union Street price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.6 | |
| Spearman Rank Test | 0.54 | |
| Residual Average | 0.0 | |
| Price Variance | 0.13 |
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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.
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