USPVX vs. MALVX
USPVX (Union Street Partners Value Fund) and MALVX (BlackRock Advantage Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, USPVX returned 10.85%/yr vs 12.99%/yr for MALVX. Their correlation of 0.87 means they have usually moved in the same direction. USPVX charges 1.50%/yr vs 0.54%/yr for MALVX.
Performance
USPVX vs. MALVX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, USPVX achieves a 9.30% return, which is significantly lower than MALVX's 22.59% return. Over the past 10 years, USPVX has underperformed MALVX with an annualized return of 10.85%, while MALVX has yielded a comparatively higher 12.99% annualized return.
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%
MALVX
- 1D
- 0.97%
- 1M
- 1.94%
- 6M
- 17.40%
- YTD
- 22.59%
- 1Y
- 38.80%
- 3Y*
- 20.54%
- 5Y*
- 12.93%
- 10Y*
- 12.99%
- ALL TIME*
- 9.20%
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. MALVX - 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% |
MALVX BlackRock Advantage Large Cap Value Fund | 22.59% | 18.38% | 15.39% | 13.74% | -8.68% | 26.51% | 3.91% | 24.74% | -7.74% | 15.82% |
Correlation
The correlation between USPVX and MALVX is 0.72, 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. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 2010 | 0.87 |
The correlation between USPVX and MALVX shifts across timeframes, from 0.72 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
USPVX vs. MALVX — Risk / Return Rank
USPVX
MALVX
USPVX vs. MALVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Union Street Partners Value Fund (USPVX) and BlackRock Advantage Large Cap Value Fund (MALVX). 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 | MALVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.68 | ||
| Sortino ratioReturn per unit of downside risk | -2.19 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.58 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 5.55 | -3.63 |
| Martin ratioReturn relative to average drawdown | 6.73 | 25.78 | -19.05 |
Loading charts...
Drawdowns
USPVX vs. MALVX - Drawdown Comparison
The maximum USPVX drawdown since its inception was -35.42%, smaller than the maximum MALVX drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for USPVX and MALVX.
Loading charts...
Drawdown Indicators
| USPVX | MALVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.42% | -55.21% | +19.79% |
Max Drawdown (1Y)Largest decline over 1 year | -9.51% | -6.53% | -2.98% |
Max Drawdown (3Y)Largest decline over 3 years | -20.74% | -16.13% | -4.61% |
Max Drawdown (5Y)Largest decline over 5 years | -22.45% | -19.73% | -2.72% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | -37.12% | +1.70% |
Current DrawdownCurrent decline from peak | -0.49% | -0.19% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -4.78% | -8.70% | +3.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 1.41% | +1.30% |
Volatility
USPVX vs. MALVX - Volatility Comparison
Union Street Partners Value Fund (USPVX) has a higher volatility of 3.52% compared to BlackRock Advantage Large Cap Value Fund (MALVX) at 2.77%. This indicates that USPVX's price experiences larger fluctuations and is considered to be riskier than MALVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| USPVX | MALVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 2.77% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 8.90% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.06% | 11.35% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.95% | 14.78% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.54% | 17.25% | +1.29% |
USPVX vs. MALVX - Expense Ratio Comparison
USPVX has a 1.50% expense ratio, which is higher than MALVX's 0.54% expense ratio.
Dividends
USPVX vs. MALVX - Dividend Comparison
USPVX's dividend yield for the trailing twelve months is around 2.29%, less than MALVX's 10.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MALVX BlackRock Advantage Large Cap Value Fund | 10.57% | 9.23% | 14.33% | 2.84% | 5.96% | 17.48% | 1.68% | 3.92% | 12.95% | 0.43% | 1.38% | 1.01% |
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 MALVX have a correlation of 0.72, 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 MALVX (2.77%). In terms of maximum drawdown, USPVX dropped -35.42% vs MALVX's -55.21%.
MALVX currently has the higher Sharpe Ratio (3.20 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.
Find the right allocation for USPVX and MALVX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer