Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UIGRX (GROWTH FUND GROWTH FUND INSTITUTIONAL SHARES) | 9.53% | 20.68% | 26.02% | 15.00% | 14.62% | 15.51% | NA | 16.21% |
Data as of 07/23/2025, AR inception is 12/17/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIGRX (GROWTH FUND GROWTH FUND INSTITUTIONAL SHARES) | 12/17/2008 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 20.68 | 26.02 | 15.00 | 14.62 | 15.51 | NA | 16.21 | 9.53 | 20.59 | 39.01 | -36.63 | 6.01 | 31.28 | 27.60 | -4.26 | 28.51 | 6.52 | 5.72 | 14.81 | 35.60 | 17.99 | -1.87 | 16.39 | 28.04 | -0.30 |
| Sharpe Ratio | NA | 0.64 | 1.04 | 0.55 | 0.60 | NA | NA | 0.72 | 0.48 | 0.71 | 1.97 | -1.17 | 0.28 | 0.91 | 1.89 | -0.30 | 3.49 | 0.44 | 0.37 | 1.18 | 3.03 | 1.31 | -0.08 | 0.81 | 1.15 | -0.40 |
| Standard Deviation(%) | NA | 28.52 | 23.14 | 23.56 | 21.63 | NA | NA | 20.35 | 29.17 | 19.79 | 17.78 | 32.49 | 21.58 | 34.11 | 13.84 | 18.66 | 8.03 | 14.18 | 15.32 | 12.58 | 11.73 | 13.80 | 24.80 | 20.22 | 24.21 | 20.12 |
| Draw Down(%) | NA | 29.89 | 29.89 | 38.42 | 38.42 | NA | NA | 38.42 | 23.56 | 13.00 | 11.35 | 38.25 | 16.71 | 29.82 | 9.11 | 18.11 | 3.01 | 12.32 | 11.03 | 8.12 | 6.06 | 11.15 | 20.30 | 16.68 | 18.95 | 3.62 |
| Yield(%) | 0.00 | 10.51 | 9.77 | 8.58 | 10.55 | 15.41 | 14.66 | 18.33 | 0.00 | 12.86 | 9.13 | 4.42 | 11.17 | 5.61 | 26.42 | 11.47 | 3.16 | 5.55 | 6.95 | 7.69 | 0.99 | 0.73 | 0.42 | 0.10 | 0.25 | 0.30 |
Data as of 07/23/2025, AR inception is 12/17/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIGRX (GROWTH FUND GROWTH FUND INSTITUTIONAL SHARES) |
2.70%
Dec 2019 - Dec 2022 |
5.76%
Dec 2017 - Dec 2022 |
11.40%
Sep 2012 - Sep 2022 |
13.63%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIGRX (GROWTH FUND GROWTH FUND INSTITUTIONAL SHARES) |
27.76%
Jun 2022 - Jun 2025 |
21.64%
Feb 2009 - Feb 2014 |
18.39%
Sep 2011 - Sep 2021 |
16.12%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart