Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URIBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND R6 SHARES) | 0.17% | 4.83% | 4.96% | 1.15% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URIBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND R6 SHARES) | 12/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.83 | 4.96 | 1.15 | NA | NA | NA | … | … | 0.17 | 7.83 | 2.97 | 7.56 | -12.45 | 1.14 | 9.56 | 11.30 | -0.82 | 3.87 | 0.29 |
| Sharpe Ratio | NA | 0.82 | 0.41 | -0.24 | NA | NA | NA | … | … | -0.45 | 1.13 | -0.12 | 0.59 | -2.07 | 0.36 | 1.86 | 2.92 | -0.83 | 1.32 | 1.25 |
| Standard Deviation(%) | NA | 3.90 | 5.18 | 5.51 | NA | NA | NA | … | … | 4.06 | 4.41 | 5.40 | 6.69 | 6.72 | 3.05 | 4.98 | 3.36 | 2.66 | 2.45 | 2.83 |
| Draw Down(%) | NA | 2.87 | 5.18 | 17.08 | NA | NA | NA | … | … | 2.87 | 2.59 | 3.75 | 6.03 | 16.25 | 2.17 | 10.28 | 1.91 | 2.45 | 1.42 | 0.86 |
| Yield(%) | 0.00 | 4.55 | 4.63 | 3.98 | 4.00 | 2.66 | 2.00 | … | … | 1.68 | 4.90 | 4.65 | 4.42 | 2.94 | 5.01 | 6.95 | 5.45 | 3.77 | 1.56 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URIBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND R6 SHARES) |
-3.27%
Oct 2020 – Oct 2023 |
0.81%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URIBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND R6 SHARES) |
7.57%
Jul 2018 – Jul 2021 |
4.43%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart