Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USPCX (UNION STREET PARTNERS VALUE FUND CLASS C SHARES) | 4.82% | 20.05% | 10.06% | 7.02% | 9.99% | 9.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/18/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USPCX (UNION STREET PARTNERS VALUE FUND CLASS C SHARES) | 04/18/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 20.05 | 10.06 | 7.02 | 9.99 | 9.34 | NA | … | … | 4.82 | 11.73 | 4.43 | 17.63 | -9.27 | 27.64 | 5.49 | 30.20 | -12.32 | 8.22 | 19.45 | -2.23 | 4.51 | 32.08 | 16.08 | -8.43 |
| Sharpe Ratio | NA | 1.49 | 0.40 | 0.27 | 0.44 | NA | NA | … | … | 0.75 | 0.46 | 0.04 | 1.13 | -0.51 | 2.13 | 0.14 | 2.04 | -0.79 | 0.67 | 1.03 | -0.13 | 0.38 | 2.64 | 1.11 | -0.47 |
| Standard Deviation(%) | NA | 12.35 | 17.08 | 17.30 | 19.29 | NA | NA | … | … | 13.00 | 19.51 | 18.83 | 12.47 | 21.21 | 12.93 | 36.84 | 14.08 | 17.44 | 11.32 | 18.76 | 17.49 | 11.85 | 12.12 | 14.54 | 24.72 |
| Draw Down(%) | NA | 9.58 | 23.89 | 23.89 | 35.51 | NA | NA | … | … | 9.58 | 20.81 | 17.26 | 12.76 | 22.86 | 4.91 | 35.51 | 9.08 | 23.83 | 8.49 | 13.51 | 15.75 | 9.34 | 6.02 | 13.45 | 21.39 |
| Yield(%) | 0.00 | 2.20 | 0.81 | 0.51 | 1.07 | 1.54 | 1.13 | … | … | 0.00 | 2.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.38 | 0.87 | 0.94 | 2.51 | 1.84 | 1.53 | 2.54 | 0.61 | 0.02 |
Data as of 06/04/2026, Common starting date is 04/18/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USPCX (UNION STREET PARTNERS VALUE FUND CLASS C SHARES) |
-2.41%
Mar 2017 – Mar 2020 |
1.49%
Mar 2015 – Mar 2020 |
6.73%
Apr 2015 – Apr 2025 |
9.13%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USPCX (UNION STREET PARTNERS VALUE FUND CLASS C SHARES) |
20.99%
Sep 2011 – Sep 2014 |
13.85%
Mar 2020 – Mar 2025 |
12.06%
Sep 2011 – Sep 2021 |
9.13%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart