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
UIFIX (FLEXIBLE INCOME FUND FLEXIBLE INCOME FUND INSTITUTIONAL SHARES) NA -10.50% 1.25% 0.91% NA NA NA
Data as of 09/21/2018, Common starting date is 07/23/2013
More Performance Analytics Comparison
Name Start Date End Date
UIFIX (FLEXIBLE INCOME FUND FLEXIBLE INCOME FUND INSTITUTIONAL SHARES) 07/23/2013 09/21/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 -10.50 1.25 0.91 NA NA NA -9.45 7.30 11.02 -8.35 3.80 1.07
Sharpe Ratio NA -1.78 0.10 0.10 NA NA NA -2.21 1.07 1.42 -1.64 1.09 0.63
Standard Deviation(%) NA 6.53 6.75 5.81 NA NA NA 6.36 6.29 7.58 5.12 3.47 3.81
Draw Down(%) NA 10.99 12.09 13.94 NA NA NA 9.76 4.27 7.63 10.07 5.72 1.69
Yield(%) 0.00 2.33 3.48 4.35 2.16 1.44 1.08 0.76 4.23 3.24 5.04 7.89 1.65
Data as of 09/21/2018, Common starting date is 07/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UIFIX (FLEXIBLE INCOME FUND FLEXIBLE INCOME FUND INSTITUTIONAL SHARES) 0.27%
Jun 2015 – Jun 2018
0.99%
Aug 2013 – Aug 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UIFIX (FLEXIBLE INCOME FUND FLEXIBLE INCOME FUND INSTITUTIONAL SHARES) 4.15%
Aug 2013 – Aug 2016
0.99%
Aug 2013 – Aug 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return