Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return