Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIITX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND INSTITUTIONAL SHARES) | 0.24% | 4.71% | 4.81% | 0.46% | 2.46% | 3.11% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIITX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND INSTITUTIONAL SHARES) | 08/28/2008 | 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 (%) | 0.00 | 4.71 | 4.81 | 0.46 | 2.46 | 3.11 | NA | … | … | 0.24 | 7.57 | 2.91 | 7.28 | -12.60 | -1.64 | 5.62 | 11.14 | -0.90 | 5.88 | 6.51 | -2.21 | 5.89 | 1.39 | 11.32 | 6.49 | 13.68 | 31.11 | -12.89 |
| Sharpe Ratio | NA | 0.78 | 0.38 | -0.36 | 0.19 | NA | NA | … | … | -0.40 | 1.07 | -0.13 | 0.54 | -2.09 | -0.43 | 0.88 | 2.98 | -0.84 | 2.03 | 1.96 | -0.69 | 2.72 | 0.45 | 4.40 | 2.00 | 3.84 | 6.32 | -3.97 |
| Standard Deviation(%) | NA | 3.92 | 5.17 | 5.61 | 4.78 | NA | NA | … | … | 4.15 | 4.41 | 5.33 | 6.71 | 6.73 | 3.85 | 6.09 | 3.24 | 2.72 | 2.58 | 3.22 | 3.24 | 2.16 | 2.99 | 2.58 | 3.22 | 3.54 | 4.91 | 8.47 |
| Draw Down(%) | NA | 2.87 | 5.21 | 19.39 | 20.14 | NA | NA | … | … | 2.87 | 2.59 | 3.77 | 6.08 | 16.36 | 4.00 | 10.28 | 1.82 | 2.20 | 1.23 | 3.43 | 4.34 | 0.96 | 4.49 | 0.85 | 3.60 | 2.33 | 3.49 | 15.11 |
| Yield(%) | 0.00 | 4.43 | 4.49 | 3.33 | 3.58 | 3.90 | 4.25 | … | … | 1.63 | 4.76 | 4.48 | 4.28 | 2.78 | 2.30 | 3.14 | 5.29 | 3.60 | 3.61 | 3.69 | 4.16 | 4.43 | 4.37 | 5.22 | 5.51 | 6.11 | 7.77 | 2.54 |
Data as of 06/04/2026, Common starting date is 08/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIITX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND INSTITUTIONAL SHARES) |
-5.42%
Oct 2020 – Oct 2023 |
-0.58%
Oct 2017 – Oct 2022 |
1.47%
Oct 2012 – Oct 2022 |
3.11%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIITX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND INSTITUTIONAL SHARES) |
17.83%
Feb 2009 – Feb 2012 |
12.95%
Feb 2009 – Feb 2014 |
7.83%
Feb 2009 – Feb 2019 |
5.54%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart
