Find A Portfolio/Ticker
Comparison Box
UITB: VictoryShares USAA Core Intermediate-Term Bond ETF (ETF)
Basic Info 47.16 0.01(0.02%) October 11
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 10/27/2017 |
| Last Dividend Date: | 10/08/2024 |
| 12-Mo. Yield | 3.98% |
| Expenses | 0.39% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/10/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 10/27/2017 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 3.5 | 10.4 | -1.0 | 0.7 | 2.0 | 6.5 | -12.3 | -0.9 | 8.0 | 11.4 | -1.6 | 0.8 |
| Sharpe Ratio | NA | -0.32 | 0.97 | -0.73 | -0.27 | 0.01 | 0.32 | -1.91 | -0.26 | 1.45 | 2.99 | -1.0 | 1.77 |
| Draw Down(%) | NA | 3.4 | 3.4 | 16.3 | 17.0 | 17.0 | 6.5 | 15.7 | 3.0 | 8.7 | 2.3 | 3.4 | 0.6 |
| Standard Deviation(%) | NA | 5.3 | 6.0 | 6.5 | 5.7 | 5.1 | 6.9 | 7.2 | 3.4 | 5.3 | 3.3 | 2.9 | 2.2 |
| Treynor Ratio | NA | -0.02 | 0.06 | -0.06 | -0.02 | 0.0 | 0.03 | -0.18 | -0.01 | 0.09 | 0.12 | -0.04 | 0.05 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 |
| Beta | NA | 0.89 | 0.89 | 0.82 | 0.82 | 0.82 | 0.85 | 0.78 | 0.83 | 0.82 | 0.86 | 0.75 | 0.72 |
| RSquared | NA | 0.88 | 0.89 | 0.87 | 0.83 | 0.8 | 0.88 | 0.86 | 0.85 | 0.64 | 0.73 | 0.48 | 0.55 |
| Yield(%) | N/A | 2.9 | 4.2 | 2.6 | 2.6 | N/A | 3.2 | 2.0 | 1.9 | 2.9 | 3.3 | 2.6 | 0.4 |
| Dividend Growth(%) | N/A | -8.5 | 40.5 | 2.9 | N/A | N/A | 40.0 | 1.3 | -31.9 | -2.8 | 19.1 | 523.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2017
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) 0.0% (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) 0.0% (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) 0.11% (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) 0.11% (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) 0.11% (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) 0.06% (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) 0.74% (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) 0.0% (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) 0.0% (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) 0.0% (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) 0.03% (100%)
- BIV (Vanguard Intermediate-Term Bond Index Fund ETF Shares) 0.07% (99%)
- BND (Vanguard Total Bond Market Index Fund ETF Shares) 0.01% (99%)
- GBF (iShares Government/Credit Bond ETF) 0.03% (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) 0.08% (99%)
- MBB (iShares MBS ETF) 0.02% (98%)
- VCIT (Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares) 0.05% (35%)
- VMBS (Vanguard Mortgage-Backed Securities Index Fund ETF Shares) 0.09% (35%)
- SCHZ (Schwab U.S. Aggregate Bond ETF) 49.96% (31%)
- CMBS (iShares CMBS ETF) 0.35% (30%)
Best Closed End Funds
* Day change on 10/11/2024.Latest Articles Related to UITB
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
