Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIHIX (HIGH INCOME FUND HIGH INCOME FUND INSTITUTIONAL SHARES) | 1.28% | 6.26% | 8.58% | 3.97% | 3.49% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIHIX (HIGH INCOME FUND HIGH INCOME FUND INSTITUTIONAL SHARES) | 10/28/2011 | 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 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 6.26 | 8.58 | 3.97 | 3.49 | NA | NA | … | … | 1.28 | 8.71 | 6.79 | 13.18 | -10.86 | 5.69 | 3.68 | 8.54 | -9.06 | 1.24 | 17.29 | -8.46 | 3.65 | 8.65 | 16.97 | -1.23 |
| Sharpe Ratio | NA | 1.59 | 1.72 | 0.34 | 0.34 | NA | NA | … | … | 0.20 | 1.99 | 1.13 | 1.99 | -1.66 | 2.37 | 0.27 | 1.96 | -3.05 | 0.22 | 3.47 | -2.31 | 1.50 | 3.18 | 5.35 | -1.70 |
| Standard Deviation(%) | NA | 2.57 | 3.30 | 4.55 | 5.51 | NA | NA | … | … | 3.26 | 2.94 | 2.81 | 4.82 | 7.41 | 2.39 | 12.49 | 3.60 | 3.43 | 2.69 | 4.92 | 3.68 | 2.43 | 2.71 | 3.19 | 4.11 |
| Draw Down(%) | NA | 2.21 | 2.98 | 15.05 | 25.36 | NA | NA | … | … | 2.21 | 2.98 | 1.71 | 4.04 | 15.05 | 2.05 | 24.45 | 2.51 | 10.65 | 2.05 | 5.14 | 11.74 | 4.68 | 4.47 | 2.82 | 3.20 |
| Yield(%) | 0.00 | 6.97 | 7.55 | 5.92 | 4.25 | 4.83 | 3.62 | … | … | 2.98 | 6.79 | 7.68 | 7.58 | 5.08 | 4.94 | 5.18 | 1.64 | 0.00 | 0.00 | 6.10 | 5.65 | 6.47 | 8.05 | 8.58 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIHIX (HIGH INCOME FUND HIGH INCOME FUND INSTITUTIONAL SHARES) |
-6.29%
Mar 2017 – Mar 2020 |
-2.39%
Mar 2015 – Mar 2020 |
1.40%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIHIX (HIGH INCOME FUND HIGH INCOME FUND INSTITUTIONAL SHARES) |
10.87%
Sep 2022 – Sep 2025 |
7.42%
Mar 2020 – Mar 2025 |
4.47%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart