Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USAIX (INCOME FUND INCOME FUND SHARES) | 3.44% | 6.54% | 3.68% | 0.07% | 2.38% | 3.02% | 3.67% | 6.94% |
Data as of 07/01/2025, AR inception is 02/14/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USAIX (INCOME FUND INCOME FUND SHARES) | 02/14/1980 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 6.54 | 3.68 | 0.07 | 2.38 | 3.02 | 3.67 | 6.94 | 3.44 | 3.33 | 7.14 | -13.32 | -1.69 | 6.43 | 11.07 | -1.37 | 5.67 | 5.84 | -1.11 | 5.91 | -0.19 | 7.00 | 6.88 | 8.15 | 19.73 | -5.03 | 5.03 | 4.16 | 2.96 | 4.52 | 4.91 | 9.19 | 7.58 | 13.37 | -3.83 | 8.75 | 11.06 | 1.33 | 24.47 | -5.22 | 7.79 | 8.37 | 19.29 | 7.69 | 16.00 | 9.98 | 1.04 | 12.12 | 18.99 | 14.24 | 9.43 | 28.98 | 8.96 | 5.73 |
| Sharpe Ratio | NA | 0.39 | 0.11 | -0.38 | 0.20 | NA | NA | 0.74 | 0.68 | -0.67 | 0.45 | -2.15 | -0.47 | 1.14 | 2.96 | -1.01 | 1.83 | 1.72 | -0.33 | 2.76 | -0.08 | 3.37 | 2.25 | 2.62 | 4.47 | -0.83 | 0.53 | 0.32 | 0.28 | 1.02 | 0.99 | 1.88 | 1.12 | 2.68 | -1.53 | 1.52 | 1.76 | -0.30 | 3.84 | -1.19 | 1.35 | 1.51 | 4.16 | 0.54 | 2.51 | 1.35 | -0.38 | 1.56 | 3.07 | 0.86 | 0.61 | 2.20 | -0.09 | -0.11 |
| Standard Deviation(%) | NA | 4.86 | 5.85 | 5.35 | 4.57 | NA | NA | 5.38 | 5.01 | 4.84 | 6.40 | 6.85 | 3.68 | 5.40 | 3.27 | 2.65 | 2.77 | 3.28 | 3.47 | 2.14 | 2.86 | 2.08 | 3.04 | 3.07 | 4.39 | 7.17 | 3.84 | 2.83 | 2.85 | 3.52 | 4.27 | 4.30 | 4.75 | 3.46 | 4.60 | 3.57 | 4.26 | 7.12 | 5.37 | 6.89 | 4.23 | 3.93 | 3.72 | 4.50 | 4.10 | 3.91 | 7.91 | 5.07 | 4.48 | 8.75 | 5.50 | 9.71 | 11.38 | 13.35 |
| Draw Down(%) | NA | 4.05 | 8.71 | 19.74 | 19.74 | NA | NA | 19.74 | 2.66 | 3.28 | 6.10 | 16.96 | 3.56 | 10.21 | 1.91 | 3.06 | 1.46 | 3.88 | 3.50 | 0.90 | 4.77 | 0.91 | 1.95 | 2.88 | 3.00 | 12.23 | 2.74 | 1.93 | 2.18 | 4.57 | 4.87 | 3.16 | 5.02 | 2.57 | 5.49 | 1.68 | 3.46 | 7.87 | 2.03 | 9.33 | 4.38 | 2.80 | 1.48 | 3.77 | 2.26 | 2.65 | 8.56 | 3.63 | 2.83 | 5.28 | 2.23 | 1.03 | 5.24 | 7.52 |
| Yield(%) | 0.00 | 3.62 | 3.58 | 2.95 | 3.33 | 3.59 | 3.97 | 7.58 | 1.39 | 4.00 | 3.80 | 2.94 | 2.68 | 3.00 | 3.91 | 3.34 | 3.58 | 3.60 | 3.48 | 3.85 | 3.76 | 3.92 | 4.17 | 4.54 | 5.81 | 5.39 | 4.95 | 4.75 | 4.68 | 4.42 | 4.68 | 6.08 | 6.57 | 7.08 | 6.33 | 10.12 | 6.81 | 6.38 | 7.51 | 6.79 | 6.92 | 7.52 | 8.38 | 8.86 | 9.44 | 9.70 | 9.46 | 11.02 | 11.16 | 9.92 | 9.62 | 10.66 | 9.84 | 9.74 |
Data as of 07/01/2025, AR inception is 02/14/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USAIX (INCOME FUND INCOME FUND SHARES) |
-5.31%
Oct 2020 - Oct 2023 |
-0.65%
Oct 2017 - Oct 2022 |
1.23%
Oct 2012 - Oct 2022 |
3.03%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USAIX (INCOME FUND INCOME FUND SHARES) |
18.85%
Jun 1982 - Jun 1985 |
18.09%
Sep 1981 - Sep 1986 |
13.93%
Sep 1981 - Sep 1991 |
11.83%
Dec 1980 - Dec 1995 |
Annualized Rolling Returns Comparison Chart