Union Street Partners Mutual Funds List
Here you can find all mutual funds issued by Union Street Partners and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.50%
- Avg. 1 Year Return
- 20.32%
- Avg. 5 Year Return
- 7.71%
- Median Risk/Return Score
- 35 / 100
Union Street Partners Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Union Street Partners Value Fund | Large Cap Value Equities | Dec 30, 2010 | 1.50% | 4.23% | 10.80% | 2.40% | 35 |
Explore top Union Street Partners Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Union Street Partners Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Union Street Partners Value Fund | 35 | — | Dec 2010 |
Best-Performing Union Street Partners Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Union Street Partners Value Fund | 7.71% | — | Dec 2010 |
Lowest-Cost Union Street Partners Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Union Street Partners Value Fund | 1.50% | — | Dec 2010 |
Highest-Yield Union Street Partners Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Union Street Partners Value Fund | 2.40% | — | Dec 2010 |
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