Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USPVX (UNION STREET PARTNERS VALUE FUND CLASS A SHARES) | 3.79% | 18.92% | 10.45% | 7.65% | 10.92% | 10.05% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USPVX (UNION STREET PARTNERS VALUE FUND CLASS A SHARES) | 01/03/2011 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 18.92 | 10.45 | 7.65 | 10.92 | 10.05 | NA | … | … | 3.79 | 12.71 | 5.21 | 18.51 | -8.38 | 28.06 | 6.30 | 32.03 | -11.63 | 9.01 | 20.26 | -1.46 | 5.29 | 33.05 | 16.95 | -7.23 |
| Sharpe Ratio | NA | 1.56 | 0.51 | 0.34 | 0.50 | NA | NA | … | … | 0.81 | 0.50 | 0.13 | 1.20 | -0.47 | 2.16 | 0.16 | 2.18 | -0.75 | 0.74 | 1.07 | -0.09 | 0.44 | 2.70 | 1.17 | -0.34 |
| Standard Deviation(%) | NA | 12.38 | 14.95 | 16.06 | 18.74 | NA | NA | … | … | 12.99 | 19.57 | 12.17 | 12.48 | 21.15 | 13.00 | 36.73 | 14.04 | 17.43 | 11.41 | 18.79 | 17.51 | 11.92 | 12.22 | 14.58 | 21.19 |
| Draw Down(%) | NA | 9.51 | 20.74 | 22.45 | 35.42 | NA | NA | … | … | 9.51 | 20.74 | 8.54 | 12.58 | 22.45 | 5.08 | 35.42 | 9.04 | 23.68 | 8.27 | 13.42 | 15.60 | 9.26 | 5.94 | 13.28 | 21.20 |
| Yield(%) | 0.00 | 2.80 | 1.27 | 0.91 | 1.83 | 2.37 | 1.76 | … | … | 0.00 | 2.76 | 0.00 | 0.73 | 0.44 | 0.00 | 0.00 | 2.95 | 1.93 | 1.07 | 3.01 | 2.34 | 2.16 | 2.51 | 0.79 | 0.10 |
Data as of 06/03/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USPVX (UNION STREET PARTNERS VALUE FUND CLASS A SHARES) |
-1.45%
Mar 2017 – Mar 2020 |
2.38%
Mar 2015 – Mar 2020 |
7.58%
Apr 2015 – Apr 2025 |
9.41%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USPVX (UNION STREET PARTNERS VALUE FUND CLASS A SHARES) |
21.89%
Sep 2011 – Sep 2014 |
14.67%
Mar 2020 – Mar 2025 |
12.97%
Sep 2011 – Sep 2021 |
9.98%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart