Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USFIX (FLEXIBLE INCOME FUND FLEXIBLE INCOME FUND SHARES) | NA | -10.66% | 1.08% | 0.75% | NA | NA | NA | … | … |
Data as of 09/21/2018, Common starting date is 07/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USFIX (FLEXIBLE INCOME FUND FLEXIBLE INCOME FUND SHARES) | 07/23/2013 | 09/21/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.66 | 1.08 | 0.75 | NA | NA | NA | … | … | -9.59 | 7.25 | 10.86 | -8.64 | 3.68 | 1.04 |
| Sharpe Ratio | NA | -1.79 | 0.07 | 0.07 | NA | NA | NA | … | … | -2.22 | 1.05 | 1.37 | -1.69 | 1.07 | 0.61 |
| Standard Deviation(%) | NA | 6.58 | 6.81 | 5.86 | NA | NA | NA | … | … | 6.40 | 6.31 | 7.72 | 5.13 | 3.43 | 3.81 |
| Draw Down(%) | NA | 11.14 | 12.25 | 14.09 | NA | NA | NA | … | … | 9.80 | 4.37 | 7.65 | 10.19 | 5.79 | 1.69 |
| Yield(%) | 0.00 | 2.30 | 3.39 | 4.26 | 2.11 | 1.41 | 1.06 | … | … | 0.75 | 4.17 | 3.07 | 4.97 | 7.77 | 1.62 |
Data as of 09/21/2018, Common starting date is 07/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USFIX (FLEXIBLE INCOME FUND FLEXIBLE INCOME FUND SHARES) |
0.11%
May 2015 – May 2018 |
0.83%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USFIX (FLEXIBLE INCOME FUND FLEXIBLE INCOME FUND SHARES) |
3.98%
Aug 2013 – Aug 2016 |
0.83%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart