Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UIINX (INCOME FUND INCOME FUND INSTITUTIONAL SHARES) | 2.94% | 4.75% | 3.71% | -0.11% | 2.23% | 3.04% | NA | 3.94% |
Data as of 07/07/2025, AR inception is 08/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIINX (INCOME FUND INCOME FUND INSTITUTIONAL SHARES) | 08/26/2008 | 07/07/2025 |
| 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 (%) | -0.60 | 4.75 | 3.71 | -0.11 | 2.23 | 3.04 | NA | 3.94 | 2.94 | 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 | 0.47 | 0.05 | -0.39 | 0.20 | NA | NA | 0.68 | 0.65 | -0.67 | 0.46 | -2.17 | -0.44 | 1.14 | 3.00 | -1.11 | 1.89 | 1.64 | -0.30 | 2.77 | -0.03 | 3.63 | 2.30 | 2.76 | 4.49 | -1.82 |
| Standard Deviation(%) | NA | 4.84 | 5.84 | 5.35 | 4.58 | NA | NA | 4.25 | 5.04 | 4.83 | 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 | 3.95 | 8.71 | 19.70 | 19.70 | NA | NA | 19.70 | 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 | 3.63 | 3.65 | 2.98 | 3.29 | 3.64 | 3.43 | 4.29 | 1.42 | 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 07/07/2025, AR inception 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 |
3.07%
May 2010 - May 2025 |
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