Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URUSX (ULTRA SHORT-TERM BOND FUND ULTRA SHORT-TERM BOND FUND R6 SHARE) | 1.07% | 4.30% | 5.73% | 3.79% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URUSX (ULTRA SHORT-TERM BOND FUND ULTRA SHORT-TERM BOND FUND R6 SHARE) | 03/02/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 4.30 | 5.73 | 3.79 | NA | NA | NA | … | … | 1.07 | 5.41 | 6.41 | 6.70 | -0.44 | 0.89 | 3.04 | 4.71 | 1.51 | 0.68 |
| Sharpe Ratio | NA | 1.12 | 1.46 | 0.82 | NA | NA | NA | … | … | 0.00 | 1.54 | 1.56 | 1.64 | -1.43 | 1.30 | 0.97 | 3.01 | 0.14 | 0.16 |
| Standard Deviation(%) | NA | 1.47 | 1.69 | 1.56 | NA | NA | NA | … | … | 1.34 | 1.64 | 1.78 | 1.87 | 1.31 | 0.66 | 2.86 | 1.08 | 0.95 | 0.66 |
| Draw Down(%) | NA | 0.49 | 0.50 | 2.46 | NA | NA | NA | … | … | 0.49 | 0.50 | 0.30 | 0.50 | 2.19 | 0.35 | 7.25 | 0.20 | 0.26 | 0.20 |
| Yield(%) | 0.00 | 4.31 | 5.07 | 3.86 | 2.84 | 1.89 | 1.42 | … | … | 1.45 | 4.97 | 5.53 | 5.00 | 2.14 | 1.00 | 2.16 | 2.94 | 2.40 | 0.78 |
Data as of 06/05/2026, Common starting date is 03/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URUSX (ULTRA SHORT-TERM BOND FUND ULTRA SHORT-TERM BOND FUND R6 SHARE) |
1.01%
Oct 2019 – Oct 2022 |
1.67%
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 |
|---|---|---|---|---|
| URUSX (ULTRA SHORT-TERM BOND FUND ULTRA SHORT-TERM BOND FUND R6 SHARE) |
6.31%
Oct 2022 – Oct 2025 |
4.68%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart