Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
UASBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND ADVISER SHARES) 0.68% 3.96% 5.68% 2.89% 2.77% 2.30% NA
Data as of 06/03/2026, Common starting date is 08/30/2010
More Performance Analytics Comparison
Name Start Date End Date
UASBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND ADVISER SHARES) 08/30/2010 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 3.96 5.68 2.89 2.77 2.30 NA 0.68 5.60 6.17 6.05 -3.14 0.35 3.85 4.76 1.00 2.12 2.59 -0.20 1.47 0.76 3.83 -0.44 -0.22
Sharpe Ratio NA 0.99 1.30 0.20 0.67 NA NA -0.31 1.40 1.26 1.11 -2.48 0.29 1.46 2.37 -0.32 1.35 1.99 -0.19 1.36 0.56 3.27 -0.43 -0.54
Standard Deviation(%) NA 1.82 1.99 1.92 1.74 NA NA 1.81 1.95 2.02 2.18 1.85 1.12 2.47 1.38 1.18 1.09 1.19 1.21 1.07 1.29 1.16 1.09 1.35
Draw Down(%) NA 1.09 1.09 5.79 5.79 NA NA 1.09 0.87 0.87 1.02 4.85 1.21 5.57 0.54 0.65 0.40 0.95 1.05 0.49 1.55 0.43 1.19 1.19
Yield(%) 0.00 4.00 4.25 3.24 2.75 2.33 1.75 1.44 4.38 4.25 3.62 2.08 1.96 2.60 2.62 2.19 1.78 1.47 1.44 1.58 1.72 2.26 0.00 0.22
Data as of 06/03/2026, Common starting date is 08/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UASBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND ADVISER SHARES) 0.02%
Oct 2019 – Oct 2022
1.03%
Oct 2010 – Oct 2015
1.23%
Oct 2012 – Oct 2022
2.17%
Sep 2010 – Sep 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UASBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND ADVISER SHARES) 6.12%
Oct 2022 – Oct 2025
3.66%
Mar 2020 – Mar 2025
2.97%
Feb 2016 – Feb 2026
2.35%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return