Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIGIX (GROWTH & INCOME FUND GROWTH & INCOME FUND INSTITUTIONAL SHARES) | 10.27% | 25.66% | 20.76% | 12.48% | 13.23% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/11/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIGIX (GROWTH & INCOME FUND GROWTH & INCOME 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 (%) | 0.98 | 25.66 | 20.76 | 12.48 | 13.23 | NA | NA | … | … | 10.27 | 16.14 | 21.13 | 26.97 | -17.70 | 22.65 | 17.51 | 21.85 | -8.70 | 20.73 | 11.97 | -3.56 |
| Sharpe Ratio | NA | 2.30 | 1.32 | 0.62 | 0.65 | NA | NA | … | … | 2.09 | 0.79 | 1.48 | 1.77 | -0.82 | 1.62 | 0.51 | 1.61 | -0.59 | 2.49 | 0.75 | -0.44 |
| Standard Deviation(%) | NA | 10.22 | 13.60 | 16.08 | 17.83 | NA | NA | … | … | 10.99 | 16.86 | 11.80 | 13.30 | 23.53 | 13.98 | 33.94 | 12.64 | 17.30 | 8.09 | 15.65 | 20.10 |
| Draw Down(%) | NA | 7.48 | 17.15 | 23.66 | 34.52 | NA | NA | … | … | 7.48 | 17.15 | 7.43 | 9.23 | 23.51 | 6.95 | 34.52 | 7.65 | 20.74 | 3.27 | 14.40 | 11.17 |
| Yield(%) | 0.00 | 8.63 | 11.37 | 9.85 | 10.91 | 7.08 | 5.31 | … | … | 0.15 | 8.81 | 20.76 | 1.52 | 9.85 | 12.99 | 1.01 | 24.01 | 9.73 | 5.89 | 1.51 | 5.52 |
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 |
|---|---|---|---|---|
| UIGIX (GROWTH & INCOME FUND GROWTH & INCOME FUND INSTITUTIONAL SHARES) |
0.19%
Mar 2017 – Mar 2020 |
5.64%
Sep 2017 – Sep 2022 |
11.91%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIGIX (GROWTH & INCOME FUND GROWTH & INCOME FUND INSTITUTIONAL SHARES) |
23.16%
Sep 2022 – Sep 2025 |
17.54%
Mar 2020 – Mar 2025 |
13.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart