Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIWGX (WORLD GROWTH FUND WORLD GROWTH FUND INSTITUTIONAL SHARES) | 12.33% | 28.62% | 21.01% | 10.79% | 12.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIWGX (WORLD GROWTH FUND WORLD GROWTH FUND INSTITUTIONAL SHARES) | 08/10/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 28.62 | 21.01 | 10.79 | 12.56 | NA | NA | … | … | 12.33 | 19.40 | 18.15 | 24.78 | -19.93 | 17.77 | 15.81 | 32.47 | -9.75 | 23.92 | 7.16 | -6.71 |
| Sharpe Ratio | NA | 2.16 | 1.29 | 0.53 | 0.65 | NA | NA | … | … | 1.91 | 1.01 | 1.18 | 1.75 | -0.96 | 1.37 | 0.49 | 2.76 | -0.79 | 3.58 | 0.48 | -0.95 |
| Standard Deviation(%) | NA | 12.27 | 13.99 | 15.81 | 16.78 | NA | NA | … | … | 14.90 | 16.42 | 12.33 | 12.19 | 22.30 | 12.97 | 31.81 | 11.23 | 14.10 | 6.53 | 14.35 | 17.01 |
| Draw Down(%) | NA | 9.15 | 17.61 | 28.03 | 32.45 | NA | NA | … | … | 9.15 | 17.61 | 9.01 | 9.91 | 27.52 | 5.74 | 32.45 | 6.18 | 18.98 | 2.25 | 9.16 | 12.00 |
| Yield(%) | 0.00 | 11.95 | 8.24 | 7.53 | 10.14 | 6.62 | 4.96 | … | … | 0.00 | 12.48 | 7.51 | 1.33 | 2.30 | 18.69 | 5.17 | 38.86 | 5.78 | 5.41 | 2.94 | 2.85 |
Data as of 06/04/2026, Common starting date is 08/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIWGX (WORLD GROWTH FUND WORLD GROWTH FUND INSTITUTIONAL SHARES) |
2.81%
Sep 2019 – Sep 2022 |
4.35%
Sep 2017 – Sep 2022 |
11.19%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIWGX (WORLD GROWTH FUND WORLD GROWTH FUND INSTITUTIONAL SHARES) |
23.04%
Sep 2022 – Sep 2025 |
15.28%
Oct 2016 – Oct 2021 |
12.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart