Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UINCX (INCOME FUND INCOME FUND ADVISER SHARES) | 0.14% | 4.55% | 4.79% | 0.12% | 1.98% | 2.55% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/26/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UINCX (INCOME FUND INCOME FUND ADVISER SHARES) | 08/26/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 4.55 | 4.79 | 0.12 | 1.98 | 2.55 | NA | … | … | 0.14 | 6.80 | 3.10 | 6.91 | -13.57 | -1.95 | 6.09 | 10.86 | -1.79 | 5.40 | 5.28 | -1.35 | 5.59 | -0.45 | 6.71 | 4.92 | -1.34 |
| Sharpe Ratio | NA | 0.74 | 0.40 | -0.42 | 0.10 | NA | NA | … | … | -0.28 | 0.92 | -0.11 | 0.50 | -2.21 | -0.53 | 1.07 | 2.90 | -1.21 | 1.71 | 1.50 | -0.39 | 2.57 | -0.17 | 3.30 | 1.60 | -1.02 |
| Standard Deviation(%) | NA | 3.69 | 4.96 | 5.45 | 4.63 | NA | NA | … | … | 3.87 | 4.28 | 4.84 | 6.60 | 6.82 | 3.71 | 5.43 | 3.24 | 2.63 | 2.78 | 3.37 | 3.53 | 2.17 | 2.81 | 2.03 | 3.05 | 3.79 |
| Draw Down(%) | NA | 2.52 | 5.58 | 19.92 | 19.92 | NA | NA | … | … | 2.52 | 2.67 | 3.37 | 6.46 | 17.10 | 3.62 | 10.16 | 1.92 | 3.07 | 1.38 | 4.17 | 3.62 | 0.93 | 4.79 | 0.91 | 1.90 | 3.29 |
| Yield(%) | 0.00 | 3.90 | 3.84 | 2.92 | 3.04 | 3.22 | 2.44 | … | … | 1.26 | 3.95 | 3.77 | 3.58 | 2.73 | 2.43 | 2.73 | 3.69 | 2.87 | 3.40 | 3.04 | 3.24 | 3.61 | 3.51 | 3.64 | 2.38 | 0.36 |
Data as of 06/05/2026, Common starting date is 08/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UINCX (INCOME FUND INCOME FUND ADVISER SHARES) |
-5.56%
Oct 2020 – Oct 2023 |
-0.96%
Oct 2017 – Oct 2022 |
0.92%
Oct 2012 – Oct 2022 |
2.48%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UINCX (INCOME FUND INCOME FUND ADVISER SHARES) |
6.54%
Oct 2022 – Oct 2025 |
5.09%
Dec 2015 – Dec 2020 |
4.06%
Dec 2010 – Dec 2020 |
2.76%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart