Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIISX (INCOME STOCK FUND INCOME STOCK FUND INSTITUTIONAL SHARES) | 12.91% | 26.60% | 18.20% | 7.67% | 9.51% | 10.03% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIISX (INCOME STOCK FUND INCOME STOCK FUND INSTITUTIONAL SHARES) | 08/01/2008 | 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 (%) | 1.99 | 26.60 | 18.20 | 7.67 | 9.51 | 10.03 | NA | … | … | 12.91 | 13.83 | 13.53 | 12.14 | -11.02 | 16.99 | 0.22 | 23.70 | -5.47 | 16.69 | 14.17 | -3.21 | 11.93 | 31.08 | 12.89 | 3.98 | 13.18 | 16.96 | -24.13 |
| Sharpe Ratio | NA | 2.20 | 1.18 | 0.34 | 0.47 | NA | NA | … | … | 2.64 | 0.72 | 0.89 | 0.69 | -0.60 | 1.15 | 0.00 | 2.13 | -0.49 | 2.73 | 1.19 | -0.22 | 1.15 | 2.95 | 1.11 | 0.17 | 0.73 | 0.61 | -0.80 |
| Standard Deviation(%) | NA | 10.18 | 12.58 | 15.04 | 16.70 | NA | NA | … | … | 10.53 | 15.23 | 11.20 | 12.47 | 20.73 | 14.72 | 34.41 | 10.45 | 14.03 | 5.90 | 11.72 | 14.65 | 10.37 | 10.53 | 11.62 | 23.15 | 17.84 | 27.76 | 61.30 |
| Draw Down(%) | NA | 5.53 | 15.56 | 20.27 | 35.99 | NA | NA | … | … | 5.53 | 13.91 | 8.21 | 9.36 | 16.51 | 9.49 | 35.99 | 5.28 | 15.37 | 2.30 | 7.90 | 12.47 | 7.23 | 5.04 | 9.18 | 19.10 | 16.25 | 29.61 | 40.37 |
| Yield(%) | 0.00 | 10.28 | 12.02 | 6.84 | 8.21 | 9.33 | 7.26 | … | … | 0.28 | 10.51 | 17.88 | 6.22 | 1.97 | 2.52 | 1.96 | 20.74 | 7.84 | 8.53 | 2.67 | 5.57 | 5.60 | 4.72 | 1.81 | 1.42 | 1.35 | 2.09 | 1.28 |
Data as of 06/04/2026, Common starting date is 08/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIISX (INCOME STOCK FUND INCOME STOCK FUND INSTITUTIONAL SHARES) |
-0.73%
Sep 2008 – Sep 2011 |
2.95%
Mar 2015 – Mar 2020 |
6.14%
Oct 2013 – Oct 2023 |
7.30%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIISX (INCOME STOCK FUND INCOME STOCK FUND INSTITUTIONAL SHARES) |
23.48%
Feb 2009 – Feb 2012 |
20.89%
Feb 2009 – Feb 2014 |
14.53%
Feb 2009 – Feb 2019 |
11.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart