Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USPFX (Union Street Partners Value Fund Advisor) | 3.88% | 19.24% | 10.72% | 7.96% | 10.96% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USPFX (Union Street Partners Value Fund Advisor) | 04/28/2016 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 19.24 | 10.72 | 7.96 | 10.96 | NA | NA | … | … | 3.88 | 12.96 | 5.49 | 18.78 | -8.14 | 28.61 | 6.62 | 31.44 | -11.42 | 9.31 | 18.40 |
| Sharpe Ratio | NA | 1.58 | 0.46 | 0.34 | 0.50 | NA | NA | … | … | 0.83 | 0.52 | 0.10 | 1.23 | -0.45 | 2.21 | 0.17 | 2.13 | -0.74 | 0.77 | 1.51 |
| Standard Deviation(%) | NA | 12.39 | 17.09 | 17.28 | 19.37 | NA | NA | … | … | 13.01 | 19.50 | 18.88 | 12.45 | 21.12 | 12.95 | 36.74 | 14.04 | 17.42 | 11.29 | 18.54 |
| Draw Down(%) | NA | 9.49 | 20.71 | 22.32 | 35.42 | NA | NA | … | … | 9.49 | 20.71 | 12.09 | 12.54 | 22.32 | 4.92 | 35.42 | 8.94 | 23.67 | 8.23 | 7.61 |
| Yield(%) | 0.00 | 3.06 | 1.51 | 1.12 | 1.97 | 1.29 | 0.97 | … | … | 0.00 | 3.02 | 0.18 | 0.97 | 0.62 | 0.08 | 0.00 | 2.32 | 1.64 | 1.22 | 3.51 |
Data as of 06/03/2026, Common starting date is 04/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USPFX (Union Street Partners Value Fund Advisor) |
-1.44%
Mar 2017 – Mar 2020 |
6.59%
Sep 2017 – Sep 2022 |
11.24%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USPFX (Union Street Partners Value Fund Advisor) |
21.71%
Mar 2020 – Mar 2023 |
14.99%
Mar 2020 – Mar 2025 |
11.24%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart