Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UICGX (CAPITAL GROWTH FUND CAPITAL GROWTH FUND INSTITUTIONAL SHARES) | 10.46% | 26.55% | 20.56% | 11.60% | 11.94% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/11/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UICGX (CAPITAL GROWTH FUND CAPITAL GROWTH FUND INSTITUTIONAL SHARES) | 08/11/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 26.55 | 20.56 | 11.60 | 11.94 | NA | NA | … | … | 10.46 | 21.70 | 16.27 | 18.33 | -13.62 | 23.62 | 10.36 | 20.15 | -11.40 | 23.92 | 7.90 | -2.52 |
| Sharpe Ratio | NA | 2.00 | 1.29 | 0.62 | 0.62 | NA | NA | … | … | 1.57 | 1.20 | 1.06 | 1.27 | -0.73 | 1.89 | 0.31 | 1.53 | -0.84 | 3.41 | 0.55 | -0.35 |
| Standard Deviation(%) | NA | 12.37 | 13.60 | 15.02 | 16.73 | NA | NA | … | … | 15.17 | 15.81 | 11.98 | 11.67 | 20.63 | 12.47 | 32.79 | 12.23 | 15.20 | 6.85 | 13.92 | 18.16 |
| Draw Down(%) | NA | 9.82 | 15.54 | 23.58 | 35.22 | NA | NA | … | … | 9.82 | 15.34 | 8.02 | 9.04 | 23.58 | 5.29 | 35.22 | 8.27 | 22.53 | 2.36 | 12.55 | 10.30 |
| Yield(%) | 0.00 | 11.07 | 9.66 | 8.34 | 8.72 | 5.70 | 4.27 | … | … | 0.00 | 11.78 | 13.01 | 1.18 | 5.98 | 14.19 | 3.15 | 10.04 | 7.57 | 3.93 | 1.45 | 1.14 |
Data as of 06/04/2026, Common starting date is 08/11/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UICGX (CAPITAL GROWTH FUND CAPITAL GROWTH FUND INSTITUTIONAL SHARES) |
-1.42%
Mar 2017 – Mar 2020 |
3.53%
Sep 2017 – Sep 2022 |
10.50%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UICGX (CAPITAL GROWTH FUND CAPITAL GROWTH FUND INSTITUTIONAL SHARES) |
21.83%
Sep 2022 – Sep 2025 |
15.97%
Mar 2020 – Mar 2025 |
12.36%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart