Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UITBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND ADVISER SHARES) | -0.07% | 4.88% | 4.42% | 0.18% | 2.04% | 2.70% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UITBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND ADVISER SHARES) | 08/30/2010 | 06/03/2026 |
| 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 (%) | 0.00 | 4.88 | 4.42 | 0.18 | 2.04 | 2.70 | NA | … | … | -0.07 | 7.24 | 2.62 | 6.90 | -12.91 | -1.98 | 5.30 | 10.88 | -1.10 | 4.58 | 6.00 | -2.52 | 5.64 | 0.91 | 10.91 | 3.91 | 1.18 |
| Sharpe Ratio | NA | 0.73 | 0.32 | -0.41 | 0.11 | NA | NA | … | … | -0.44 | 0.99 | -0.19 | 0.50 | -2.11 | -0.52 | 0.83 | 2.92 | -0.96 | 1.54 | 1.88 | -0.79 | 2.64 | 0.30 | 4.52 | 1.28 | 0.96 |
| Standard Deviation(%) | NA | 3.91 | 5.11 | 5.60 | 4.75 | NA | NA | … | … | 4.26 | 4.43 | 5.25 | 6.56 | 6.84 | 3.85 | 6.07 | 3.22 | 2.60 | 2.55 | 3.08 | 3.23 | 2.14 | 2.92 | 2.42 | 3.04 | 3.53 |
| Draw Down(%) | NA | 2.88 | 5.33 | 19.65 | 20.60 | NA | NA | … | … | 2.88 | 2.70 | 3.86 | 6.25 | 16.59 | 4.02 | 10.21 | 1.91 | 2.36 | 1.23 | 3.48 | 4.55 | 1.00 | 4.56 | 0.85 | 3.69 | 2.76 |
| Yield(%) | 0.00 | 4.18 | 4.19 | 3.08 | 3.31 | 3.59 | 2.82 | … | … | 1.55 | 4.45 | 4.20 | 3.92 | 2.48 | 1.96 | 2.83 | 4.95 | 3.51 | 3.27 | 3.40 | 3.85 | 4.09 | 3.99 | 4.83 | 2.91 | 0.39 |
Data as of 06/03/2026, Common starting date is 08/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UITBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND ADVISER SHARES) |
-5.72%
Oct 2020 – Oct 2023 |
-0.85%
Oct 2017 – Oct 2022 |
1.06%
Oct 2012 – Oct 2022 |
2.72%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UITBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND ADVISER SHARES) |
6.48%
Oct 2022 – Oct 2025 |
5.34%
Nov 2015 – Nov 2020 |
4.54%
Nov 2010 – Nov 2020 |
2.95%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart