Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIINX (INCOME FUND INCOME FUND INSTITUTIONAL SHARES) | 0.67% | 5.07% | 5.24% | 0.49% | 2.32% | 2.91% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIINX (INCOME FUND INCOME FUND INSTITUTIONAL SHARES) | 08/26/2008 | 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 5.07 | 5.24 | 0.49 | 2.32 | 2.91 | NA | … | … | 0.67 | 7.16 | 3.36 | 7.21 | -13.34 | -1.59 | 6.49 | 11.15 | -1.59 | 5.73 | 5.56 | -1.04 | 5.97 | -0.05 | 7.24 | 7.08 | 8.42 | 19.97 | -6.28 |
| Sharpe Ratio | NA | 0.82 | 0.47 | -0.37 | 0.16 | NA | NA | … | … | -0.23 | 1.01 | -0.05 | 0.56 | -2.18 | -0.44 | 1.14 | 2.98 | -1.14 | 1.88 | 1.64 | -0.30 | 2.77 | -0.03 | 3.63 | 2.30 | 2.76 | 4.48 | -1.82 |
| Standard Deviation(%) | NA | 3.62 | 4.88 | 5.39 | 4.59 | NA | NA | … | … | 3.78 | 4.24 | 4.84 | 6.42 | 6.81 | 3.66 | 5.46 | 3.25 | 2.63 | 2.71 | 3.26 | 3.62 | 2.15 | 2.94 | 2.00 | 3.06 | 3.02 | 4.43 | 9.51 |
| Draw Down(%) | NA | 2.57 | 5.38 | 19.70 | 19.70 | NA | NA | … | … | 2.57 | 2.66 | 3.27 | 6.06 | 17.00 | 3.48 | 10.21 | 1.91 | 3.05 | 1.46 | 4.08 | 3.41 | 0.90 | 4.73 | 0.89 | 1.94 | 2.78 | 3.06 | 11.99 |
| Yield(%) | 0.00 | 4.14 | 4.11 | 3.16 | 3.31 | 3.53 | 3.63 | … | … | 1.35 | 4.22 | 4.03 | 3.86 | 2.99 | 2.71 | 3.04 | 3.98 | 3.13 | 3.64 | 3.39 | 3.54 | 3.90 | 3.90 | 4.08 | 4.36 | 4.81 | 6.11 | 2.49 |
Data as of 06/04/2026, Common starting date is 08/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIINX (INCOME FUND INCOME FUND INSTITUTIONAL SHARES) |
-5.27%
Oct 2020 – Oct 2023 |
-0.66%
Oct 2017 – Oct 2022 |
1.25%
Oct 2012 – Oct 2022 |
2.92%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIINX (INCOME FUND INCOME FUND INSTITUTIONAL SHARES) |
12.32%
Feb 2009 – Feb 2012 |
8.88%
Oct 2008 – Oct 2013 |
5.85%
Mar 2009 – Mar 2019 |
4.26%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart