Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIPMX (PRECIOUS METALS AND MINERALS FUND PRECIOUS METALS AND MINERALS FUND INSTITUTIONAL SHARES) | -0.35% | 58.98% | 40.41% | 17.88% | 13.20% | 3.25% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/17/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIPMX (PRECIOUS METALS AND MINERALS FUND PRECIOUS METALS AND MINERALS FUND INSTITUTIONAL SHARES) | 12/17/2008 | 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 (%) | -0.87 | 58.98 | 40.41 | 17.88 | 13.20 | 3.25 | NA | … | … | -0.35 | 156.14 | 11.00 | 6.90 | -11.65 | -10.03 | 26.07 | 43.30 | -11.88 | 10.23 | 46.45 | -26.29 | -8.06 | -51.22 | -11.63 | -19.64 | 28.62 | 62.82 | 7.71 |
| Sharpe Ratio | NA | 1.62 | 1.18 | 0.48 | 0.41 | NA | NA | … | … | 0.08 | 4.44 | 0.27 | 0.12 | -0.37 | -0.38 | 0.55 | 1.72 | -0.58 | 0.38 | 1.05 | -0.63 | -0.22 | -1.18 | -0.39 | -0.61 | 0.97 | 1.39 | 15.43 |
| Standard Deviation(%) | NA | 43.25 | 34.21 | 32.89 | 32.81 | NA | NA | … | … | 53.59 | 34.71 | 27.56 | 26.38 | 35.27 | 26.19 | 46.74 | 24.31 | 22.84 | 25.13 | 44.07 | 41.61 | 37.22 | 43.32 | 30.04 | 32.02 | 29.36 | 45.11 | 45.37 |
| Draw Down(%) | NA | 30.12 | 30.12 | 45.66 | 50.85 | NA | NA | … | … | 30.12 | 17.67 | 21.34 | 27.83 | 45.66 | 26.85 | 34.99 | 13.70 | 27.06 | 19.40 | 38.32 | 41.50 | 38.02 | 54.53 | 32.75 | 27.88 | 18.63 | 20.83 | 4.95 |
| Yield(%) | 0.00 | 0.41 | 1.05 | 0.84 | 0.95 | 1.07 | 1.92 | … | … | 0.00 | 0.63 | 0.00 | 2.60 | 1.00 | 0.81 | 0.21 | 0.00 | 0.00 | 0.00 | 5.68 | 0.00 | 1.45 | 0.22 | 1.37 | 9.41 | 2.17 | 2.90 | 0.07 |
Data as of 06/04/2026, Common starting date is 12/17/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIPMX (PRECIOUS METALS AND MINERALS FUND PRECIOUS METALS AND MINERALS FUND INSTITUTIONAL SHARES) |
-33.85%
Sep 2012 – Sep 2015 |
-25.76%
Nov 2010 – Nov 2015 |
-7.16%
Sep 2012 – Sep 2022 |
-2.06%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIPMX (PRECIOUS METALS AND MINERALS FUND PRECIOUS METALS AND MINERALS FUND INSTITUTIONAL SHARES) |
61.80%
Feb 2023 – Feb 2026 |
30.23%
Feb 2021 – Feb 2026 |
21.09%
Jan 2016 – Jan 2026 |
4.94%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart