34
Business CycleAvoid
Union BusIness Cycle
Union · Direct–Growth · rank #16 of 19 by Smart Score
Trailing returns
1 Year
6.6%
+6.1% vs index
3 Years
—
5 Years
—
Since launch
8.6%
Year-by-year performance
2025
+2.8%-4.8% vs index
2026
+3.9%+5.6% vs index
Why this score
Union BusIness Cycle scores 34/100 — #16 of 19 Business Cycle fund (Avoid). It stands out for 1y return — beating 86% of peers on 1y return. The main drag is its expense ratio (better than only 8% of peers).
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
Expense ratio1.86% · 8th percentile in category
Fund size519.97 Cr · 13th percentile in category
Sharpe ratio0.13 · 31st percentile in category
Alpha-0.03 · 25th percentile in category
1Y return6.60% · 86th percentile in category
Sortino ratio0.18 · 31st percentile in category