Performance Comparison
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
