Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STUKX (SHORT-TERM U.S GOVERNMENT BOND FUND K SHARES) | NA | 1.82% | 0.75% | 0.26% | -0.05% | 1.00% | NA | … | … |
Data as of 03/05/2020, Common starting date is 10/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STUKX (SHORT-TERM U.S GOVERNMENT BOND FUND K SHARES) | 10/20/2003 | 03/05/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.82 | 0.75 | 0.26 | -0.05 | 1.00 | NA | … | … | 0.00 | 2.06 | 0.59 | -0.50 | -0.25 | -0.70 | -0.66 | -0.78 | -0.75 | -0.30 | 1.43 | -0.08 | 5.32 | 5.89 | 2.97 | 0.76 | -0.35 | 0.20 |
| Sharpe Ratio | NA | 0.63 | -0.50 | -0.55 | -0.55 | NA | NA | … | … | 0.00 | 0.73 | -0.87 | -1.32 | -0.44 | -0.77 | -1.00 | -1.52 | -1.62 | -0.50 | 1.08 | -0.09 | 1.65 | 1.61 | -0.28 | -1.23 | -1.03 | 0.31 |
| Standard Deviation(%) | NA | 0.84 | 0.82 | 0.90 | 0.83 | NA | NA | … | … | NA | 0.90 | 0.85 | 0.86 | 1.03 | 0.94 | 0.68 | 0.54 | 0.50 | 0.67 | 1.24 | 1.96 | 2.65 | 1.79 | 1.19 | 1.15 | 1.26 | 1.18 |
| Draw Down(%) | NA | 0.30 | 1.24 | 1.98 | 4.72 | NA | NA | … | … | 0.00 | 0.30 | 0.44 | 0.80 | 1.14 | 0.89 | 0.76 | 0.78 | 0.75 | 0.53 | 0.72 | 1.15 | 2.13 | 0.61 | 0.36 | 0.59 | 1.20 | 0.36 |
| Yield(%) | 0.00 | 0.81 | 0.48 | 0.29 | 0.25 | 0.96 | 0.77 | … | … | 0.00 | 0.95 | 0.49 | 0.00 | 0.05 | 0.00 | 0.03 | 0.00 | 0.13 | 0.18 | 0.84 | 0.79 | 2.47 | 3.45 | 3.12 | 2.05 | 0.84 | 0.10 |
Data as of 03/05/2020, Common starting date is 10/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STUKX (SHORT-TERM U.S GOVERNMENT BOND FUND K SHARES) |
-0.76%
Sep 2011 – Sep 2014 |
-0.65%
Nov 2010 – Nov 2015 |
-0.20%
Dec 2008 – Dec 2018 |
0.81%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STUKX (SHORT-TERM U.S GOVERNMENT BOND FUND K SHARES) |
4.72%
Dec 2005 – Dec 2008 |
3.26%
Jul 2005 – Jul 2010 |
1.44%
Nov 2003 – Nov 2013 |
1.00%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison Chart