21
Large CapAvoid
Union Large Cap
Union · Direct–Growth · rank #32 of 35 by Smart Score
Trailing returns
1 Year
-0.8%
+1.4% vs index
3 Years
9.3%
+0.9% vs index
5 Years
9.9%
-0.0% vs index
Since launch
10.4%
Year-by-year performance
2021
+29.3%+4.0% vs index
2022
+0.2%-5.2% vs index
2023
+23.3%+2.2% vs index
2024
+13.3%+3.5% vs index
2025
+5.2%-6.4% vs index
2026
-2.6%+3.7% vs index
Why this score
Union Large Cap scores 21/100 — #32 of 35 Large Cap fund (Avoid). The main drag is its 3y return (better than only 15% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return9.25% · 15th percentile in category
5Y return9.87% · 20th percentile in category
Expense ratio1.64% · 4th percentile in category
Sharpe ratio0.20 · 18th percentile in category
Sortino ratio0.27 · 18th percentile in category
Alpha-0.25 · 20th percentile in category