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UIITX: INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 9.15 0(0.0%) March 28
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (4%) |
Start Date: | 08/28/2008 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 4.13% |
Expenses | 0.41% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/03/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | -0.0 | 4.5 | -1.3 | 2.0 | 2.7 | 5.9 | 3.4 | 7.3 | -12.6 | 0.9 | 9.4 | 11.1 | -0.9 | 5.9 | 6.5 | -2.2 | 5.9 | 1.4 | 11.3 | 6.5 | 13.7 | 31.1 | -12.9 |
Sharpe Ratio | NA | -0.85 | -0.09 | -0.56 | 0.08 | 0.37 | NA | 0.96 | 0.45 | -2.07 | 0.19 | 1.84 | 3.0 | -0.81 | 2.04 | 1.96 | -0.69 | 2.72 | 0.45 | 4.41 | 2.0 | 3.84 | 6.32 | -3.97 |
Draw Down(%) | NA | 2.5 | 6.1 | 18.4 | 18.4 | 18.4 | NA | 18.4 | 6.1 | 16.4 | 2.8 | 10.3 | 1.8 | 2.2 | 1.2 | 3.4 | 4.3 | 1.0 | 4.5 | 0.8 | 3.6 | 2.3 | 3.5 | 15.1 |
Standard Deviation(%) | NA | 5.5 | 6.3 | 6.3 | 5.5 | 4.4 | NA | 4.3 | 6.7 | 6.8 | 4.6 | 5.0 | 3.2 | 2.7 | 2.6 | 3.2 | 3.2 | 2.2 | 3.0 | 2.6 | 3.2 | 3.5 | 4.9 | 8.5 |
Treynor Ratio | NA | -0.05 | -0.01 | -0.04 | 0.01 | 0.02 | NA | 0.06 | 0.04 | -0.18 | 0.01 | 0.11 | 0.11 | -0.03 | 0.06 | 0.08 | -0.03 | 0.1 | 0.02 | 0.16 | 0.12 | 0.23 | 0.54 | -0.7 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.03 | 0.07 | -0.13 |
Beta | NA | 0.92 | 0.85 | 0.8 | 0.81 | 0.8 | NA | 0.72 | 0.84 | 0.77 | 0.74 | 0.85 | 0.89 | 0.87 | 0.83 | 0.75 | 0.69 | 0.61 | 0.72 | 0.7 | 0.55 | 0.6 | 0.58 | 0.48 |
RSquared | NA | 0.91 | 0.92 | 0.82 | 0.82 | 0.8 | NA | 0.72 | 0.93 | 0.92 | 0.37 | 0.8 | 0.82 | 0.73 | 0.81 | 0.73 | 0.81 | 0.72 | 0.81 | 0.71 | 0.69 | 0.77 | 0.66 | 0.33 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2011
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