Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URISX (INCOME STOCK FUND INCOME STOCK FUND R6 SHARES) | NA | 13.48% | 11.66% | 10.82% | NA | NA | NA | … | … |
Data as of 04/06/2022, Common starting date is 12/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URISX (INCOME STOCK FUND INCOME STOCK FUND R6 SHARES) | 12/02/2016 | 04/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.48 | 11.66 | 10.82 | NA | NA | NA | … | … | -3.58 | 15.37 | 0.11 | 5.85 | -5.40 | 16.80 | 1.59 |
| Sharpe Ratio | NA | 1.10 | 0.51 | 0.55 | NA | NA | NA | … | … | -1.15 | 0.99 | 0.00 | 0.14 | -0.48 | 2.75 | 2.74 |
| Standard Deviation(%) | NA | 12.16 | 22.06 | 18.51 | NA | NA | NA | … | … | 11.43 | 15.55 | 34.36 | 31.55 | 14.02 | 5.91 | 7.93 |
| Draw Down(%) | NA | 7.14 | 35.97 | 35.97 | NA | NA | NA | … | … | 7.14 | 9.56 | 35.97 | 28.57 | 15.34 | 2.28 | 1.28 |
| Yield(%) | 0.00 | 13.09 | 11.14 | 10.17 | 5.40 | 3.60 | 2.70 | … | … | 0.00 | 15.45 | 2.09 | 20.79 | 7.92 | 8.64 | 0.00 |
Data as of 04/06/2022, 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 |
|---|---|---|---|---|
| URISX (INCOME STOCK FUND INCOME STOCK FUND R6 SHARES) |
-0.48%
Mar 2017 – Mar 2020 |
10.75%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URISX (INCOME STOCK FUND INCOME STOCK FUND R6 SHARES) |
17.74%
Dec 2018 – Dec 2021 |
11.77%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart