USPVX vs. ACIIX
Compare and contrast key facts about Union Street Partners Value Fund (USPVX) and American Century Equity Income Fund Class I (ACIIX).
USPVX is managed by Union Street Partners. It was launched on Dec 30, 2010. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
USPVX vs. ACIIX - Performance Comparison
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USPVX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USPVX Union Street Partners Value Fund | -5.16% | 12.71% | 5.21% | 18.51% | -8.38% | 28.06% | 6.30% | 30.09% | -11.62% | 9.01% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, USPVX achieves a -5.16% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, USPVX has outperformed ACIIX with an annualized return of 9.69%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
USPVX
- 1D
- 0.13%
- 1M
- -8.03%
- YTD
- -5.16%
- 6M
- -2.00%
- 1Y
- 12.23%
- 3Y*
- 7.59%
- 5Y*
- 6.84%
- 10Y*
- 9.69%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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USPVX vs. ACIIX - Expense Ratio Comparison
USPVX has a 1.50% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
USPVX vs. ACIIX — Risk / Return Rank
USPVX
ACIIX
USPVX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Union Street Partners Value Fund (USPVX) and American Century Equity Income Fund Class I (ACIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| USPVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.93 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.35 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 1.11 | -0.27 |
Martin ratioReturn relative to average drawdown | 3.71 | 4.37 | -0.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USPVX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.93 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.70 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.67 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.53 | -0.02 |
Correlation
The correlation between USPVX and ACIIX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
USPVX vs. ACIIX - Dividend Comparison
USPVX's dividend yield for the trailing twelve months is around 2.64%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USPVX Union Street Partners Value Fund | 2.64% | 2.50% | 0.00% | 0.62% | 0.49% | 0.00% | 0.00% | 0.91% | 2.24% | 1.00% | 2.53% | 2.43% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
USPVX vs. ACIIX - Drawdown Comparison
The maximum USPVX drawdown since its inception was -35.42%, smaller than the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for USPVX and ACIIX.
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Drawdown Indicators
| USPVX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.42% | -39.16% | +3.74% |
Max Drawdown (1Y)Largest decline over 1 year | -13.97% | -8.96% | -5.01% |
Max Drawdown (5Y)Largest decline over 5 years | -22.45% | -13.49% | -8.96% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | -32.76% | -2.66% |
Current DrawdownCurrent decline from peak | -9.40% | -5.73% | -3.67% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -5.26% | +0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 2.30% | +1.11% |
Volatility
USPVX vs. ACIIX - Volatility Comparison
Union Street Partners Value Fund (USPVX) has a higher volatility of 3.59% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that USPVX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USPVX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 2.76% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 8.55% | 6.05% | +2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.56% | 11.61% | +7.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.85% | 10.74% | +5.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 13.37% | +5.31% |