Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIAGX (AGGRESSIVE GROWTH FUND AGGRESSIVE GROWTH FUND INSTITUTIONAL SHARES) | 4.34% | 18.25% | 23.82% | 11.89% | 15.47% | 13.95% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/17/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIAGX (AGGRESSIVE GROWTH FUND AGGRESSIVE GROWTH FUND INSTITUTIONAL SHARES) | 12/17/2008 | 06/05/2026 |
| 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.83 | 18.25 | 23.82 | 11.89 | 15.47 | 13.95 | NA | … | … | 4.34 | 16.92 | 33.56 | 48.51 | -35.22 | 16.61 | 41.84 | 23.23 | -0.71 | 30.05 | 0.81 | 6.22 | 10.91 | 34.91 | 13.08 | -2.06 | 17.82 | 29.19 | -0.76 |
| Sharpe Ratio | NA | 1.40 | 1.13 | 0.45 | 0.65 | NA | NA | … | … | 1.09 | 0.57 | 1.54 | 2.63 | -1.13 | 0.84 | 1.18 | 1.42 | -0.10 | 3.58 | 0.04 | 0.14 | 0.79 | 2.88 | 0.94 | -0.08 | 0.87 | 1.12 | -0.90 |
| Standard Deviation(%) | NA | 16.28 | 20.48 | 23.03 | 22.14 | NA | NA | … | … | 18.03 | 24.53 | 19.46 | 17.24 | 32.54 | 19.82 | 35.10 | 15.32 | 20.62 | 8.25 | 13.99 | 45.63 | 13.79 | 12.12 | 14.04 | 25.95 | 20.29 | 25.87 | 21.33 |
| Draw Down(%) | NA | 17.16 | 24.67 | 40.46 | 40.46 | NA | NA | … | … | 13.87 | 24.67 | 13.67 | 10.71 | 37.50 | 12.19 | 30.85 | 10.13 | 21.88 | 2.46 | 13.56 | 29.24 | 8.31 | 6.21 | 12.78 | 21.04 | 17.06 | 23.42 | 4.65 |
| Yield(%) | 0.00 | 4.71 | 4.89 | 4.93 | 9.04 | 9.88 | 11.43 | … | … | 0.00 | 4.84 | 6.53 | 0.00 | 1.47 | 11.88 | 0.25 | 20.38 | 15.37 | 10.34 | 7.13 | 6.88 | 12.43 | 11.41 | 11.01 | 0.00 | 0.50 | 1.09 | 1.03 |
Data as of 06/05/2026, Common starting date is 12/17/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIAGX (AGGRESSIVE GROWTH FUND AGGRESSIVE GROWTH FUND INSTITUTIONAL SHARES) |
2.33%
Dec 2019 – Dec 2022 |
5.57%
Dec 2017 – Dec 2022 |
10.21%
Sep 2012 – Sep 2022 |
12.64%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIAGX (AGGRESSIVE GROWTH FUND AGGRESSIVE GROWTH FUND INSTITUTIONAL SHARES) |
33.06%
Sep 2022 – Sep 2025 |
23.24%
Aug 2010 – Aug 2015 |
17.35%
Sep 2011 – Sep 2021 |
15.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart