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UFIPX: UIF Core Plus Fix Inc I (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/22/1997 |
Last Dividend Date: | 06/30/2016 |
12-Mo. Yield | 1.93% |
Expenses | - |
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Performance Analytics (As of 08/14/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/25/2001 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.5 | 3.0 | 3.3 | 3.2 | 2.5 | 6.1 | -0.6 | 7.8 | -0.3 | 9.4 | 5.7 | 7.1 | 9.7 | -10.2 | 5.5 | 3.7 | -0.3 | 0.2 | 3.8 | 2.5 | 3.2 | 11.1 | -1.4 | 7.9 | 4.5 |
Sharpe Ratio | NA | 1.37 | 1.29 | 1.43 | 0.94 | NA | 0.58 | 2.45 | 1.95 | -0.21 | 3.79 | -0.12 | 3.91 | 1.59 | 1.88 | 2.11 | -1.64 | 0.77 | 0.19 | -0.48 | -0.17 | 1.19 | 0.3 | 0.14 | 1.72 | -0.55 | 1.29 | 18.84 |
Draw Down(%) | NA | 3.6 | 3.6 | 5.1 | 16.2 | NA | 16.2 | 1.4 | 3.6 | 2.8 | 0.9 | 5.1 | 1.0 | 2.2 | 3.2 | 1.7 | 16.2 | 1.7 | 1.6 | 4.9 | 5.2 | 3.2 | 3.7 | 6.8 | 3.6 | 7.1 | 2.9 | 0.2 |
Standard Deviation(%) | NA | 3.1 | 2.9 | 2.8 | 3.8 | NA | 4.5 | 3.1 | 3.0 | 3.2 | 2.1 | 2.9 | 2.4 | 3.5 | 3.7 | 4.5 | 6.7 | 3.2 | 2.3 | 5.1 | 4.6 | 2.6 | 4.7 | 6.6 | 4.1 | 8.4 | 3.5 | 28.9 |
Treynor Ratio | NA | 0.06 | 0.06 | 0.06 | 0.06 | NA | 0.05 | 0.1 | 0.09 | -0.01 | 0.16 | -0.01 | 0.16 | 0.1 | 0.11 | 0.16 | -0.19 | 0.04 | 0.01 | -0.04 | -0.02 | 0.08 | 0.04 | 0.02 | 0.1 | -0.06 | 0.09 | -7.29 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | -0.03 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.79 |
Beta | NA | 0.77 | 0.63 | 0.63 | 0.61 | NA | 0.56 | 0.79 | 0.63 | 0.65 | 0.5 | 0.68 | 0.59 | 0.59 | 0.64 | 0.59 | 0.58 | 0.6 | 0.52 | 0.59 | 0.39 | 0.39 | 0.36 | 0.47 | 0.67 | 0.82 | 0.53 | -0.75 |
RSquared | NA | 0.74 | 0.65 | 0.66 | 0.63 | NA | 0.39 | 0.78 | 0.58 | 0.73 | 0.52 | 0.77 | 0.57 | 0.67 | 0.79 | 0.81 | 0.46 | 0.76 | 0.68 | 0.2 | 0.17 | 0.6 | 0.17 | 0.2 | 0.62 | 0.25 | 0.67 | 0.03 |
Yield(%) | N/A | 1.9 | 2.8 | 3.3 | 3.9 | 3.1 | N/A | 0.0 | 2.0 | 3.4 | 3.1 | 3.7 | 4.8 | 3.8 | 6.1 | 9.0 | 4.4 | 3.7 | 4.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.5 | 4.5 | 5.1 | 4.3 |
Dividend Growth(%) | N/A | -42.9 | -29.5 | -36.7 | N/A | N/A | N/A | -100.0 | -41.7 | 12.5 | -17.9 | -20.4 | 28.9 | -37.7 | -31.5 | 74.5 | 21.4 | -22.2 | N/A | N/A | N/A | N/A | N/A | -100.0 | 35.4 | -9.4 | 17.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/25/2001
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