USPVX vs. HFCVX
USPVX (Union Street Partners Value Fund) and HFCVX (Hennessy Cornerstone Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, USPVX returned 10.85%/yr vs 11.10%/yr for HFCVX. Their correlation of 0.83 means they have usually moved in the same direction. USPVX charges 1.50%/yr vs 1.23%/yr for HFCVX.
Performance
USPVX vs. HFCVX - Performance Comparison
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Returns By Period
In the year-to-date period, USPVX achieves a 9.30% return, which is significantly lower than HFCVX's 16.57% return. Both investments have delivered pretty close results over the past 10 years, with USPVX having a 10.85% annualized return and HFCVX not far ahead at 11.10%.
USPVX
- 1D
- 0.47%
- 1M
- 2.92%
- 6M
- 7.47%
- YTD
- 9.30%
- 1Y
- 19.62%
- 3Y*
- 9.66%
- 5Y*
- 8.73%
- 10Y*
- 10.85%
- ALL TIME*
- 9.92%
HFCVX
- 1D
- -0.38%
- 1M
- 3.72%
- 6M
- 10.05%
- YTD
- 16.57%
- 1Y
- 27.30%
- 3Y*
- 15.19%
- 5Y*
- 12.98%
- 10Y*
- 11.10%
- ALL TIME*
- 7.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
USPVX vs. HFCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USPVX Union Street Partners Value Fund | 9.30% | 12.71% | 5.21% | 18.51% | -8.38% | 28.06% | 6.30% | 30.09% | -11.62% | 9.01% |
HFCVX Hennessy Cornerstone Value Fund | 16.57% | 18.27% | 9.59% | 5.81% | 6.12% | 29.94% | -6.39% | 20.84% | -9.50% | 19.21% |
Correlation
The correlation between USPVX and HFCVX is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 2010 | 0.83 |
Over the past year, the correlation between USPVX and HFCVX has dropped to 0.57 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
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Return for Risk
USPVX vs. HFCVX — Risk / Return Rank
USPVX
HFCVX
USPVX vs. HFCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Union Street Partners Value Fund (USPVX) and Hennessy Cornerstone Value Fund (HFCVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| USPVX | HFCVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.15 | ||
| Sortino ratioReturn per unit of downside risk | -1.58 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.46 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 6.79 | -4.86 |
| Martin ratioReturn relative to average drawdown | 6.73 | 19.09 | -12.35 |
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Drawdowns
USPVX vs. HFCVX - Drawdown Comparison
The maximum USPVX drawdown since its inception was -35.42%, smaller than the maximum HFCVX drawdown of -65.75%. Use the drawdown chart below to compare losses from any high point for USPVX and HFCVX.
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Drawdown Indicators
| USPVX | HFCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.42% | -65.75% | +30.33% |
Max Drawdown (1Y)Largest decline over 1 year | -9.51% | -3.77% | -5.74% |
Max Drawdown (3Y)Largest decline over 3 years | -20.74% | -11.32% | -9.42% |
Max Drawdown (5Y)Largest decline over 5 years | -22.45% | -16.81% | -5.64% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | -39.39% | +3.97% |
Current DrawdownCurrent decline from peak | -0.49% | -0.54% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -4.78% | -8.20% | +3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 1.34% | +1.37% |
Volatility
USPVX vs. HFCVX - Volatility Comparison
Union Street Partners Value Fund (USPVX) has a higher volatility of 3.52% compared to Hennessy Cornerstone Value Fund (HFCVX) at 3.15%. This indicates that USPVX's price experiences larger fluctuations and is considered to be riskier than HFCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USPVX | HFCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 3.15% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 7.43% | +1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.06% | 9.61% | +2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.95% | 13.23% | +2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.54% | 16.36% | +2.18% |
USPVX vs. HFCVX - Expense Ratio Comparison
USPVX has a 1.50% expense ratio, which is higher than HFCVX's 1.23% expense ratio.
Dividends
USPVX vs. HFCVX - Dividend Comparison
USPVX's dividend yield for the trailing twelve months is around 2.29%, less than HFCVX's 6.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFCVX Hennessy Cornerstone Value Fund | 6.34% | 7.39% | 4.56% | 3.57% | 10.33% | 4.81% | 2.58% | 6.58% | 17.16% | 14.97% | 2.26% | 2.57% |
USPVX Union Street Partners Value Fund | 2.29% | 2.50% | 0.00% | 0.62% | 0.49% | 0.00% | 0.00% | 0.91% | 2.24% | 1.00% | 2.53% | 2.43% |
Frequently Asked Questions
USPVX and HFCVX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USPVX has higher volatility (3.52%) compared to HFCVX (3.15%). In terms of maximum drawdown, USPVX dropped -35.42% vs HFCVX's -65.75%.
HFCVX currently has the higher Sharpe Ratio (2.67 vs 1.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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