Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USIBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND SHARES) | 0.11% | 4.64% | 4.70% | 0.37% | 2.31% | 2.98% | 4.09% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USIBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND SHARES) | 09/29/1999 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.64 | 4.70 | 0.37 | 2.31 | 2.98 | 4.09 | … | … | 0.11 | 7.50 | 2.85 | 7.18 | -12.67 | -1.70 | 5.56 | 11.06 | -0.99 | 4.84 | 6.67 | -2.30 | 5.76 | 1.30 | 11.23 | 6.35 | 12.95 | 30.87 | -15.61 | 3.85 | 4.70 | 2.70 | 4.04 | 6.74 | 4.00 | 8.40 | 7.65 | 1.36 |
| Sharpe Ratio | NA | 0.78 | 0.37 | -0.37 | 0.16 | NA | NA | … | … | -0.40 | 1.04 | -0.15 | 0.54 | -2.08 | -0.44 | 0.87 | 2.93 | -0.87 | 1.61 | 2.09 | -0.72 | 2.73 | 0.43 | 4.44 | 1.96 | 3.69 | 6.32 | -2.53 | 0.18 | 0.39 | 0.15 | 0.81 | 1.29 | 0.50 | 1.12 | 0.77 | 0.37 |
| Standard Deviation(%) | NA | 3.95 | 5.15 | 5.62 | 4.78 | NA | NA | … | … | 4.29 | 4.45 | 5.29 | 6.62 | 6.79 | 3.89 | 6.09 | 3.27 | 2.73 | 2.61 | 3.09 | 3.24 | 2.11 | 2.97 | 2.54 | 3.22 | 3.48 | 4.87 | 6.52 | 3.83 | 3.29 | 3.02 | 3.76 | 4.68 | 5.67 | 5.41 | 4.42 | 4.66 |
| Draw Down(%) | NA | 2.87 | 5.35 | 19.37 | 20.24 | NA | NA | … | … | 2.87 | 2.59 | 3.90 | 6.14 | 16.40 | 3.93 | 10.28 | 1.91 | 2.54 | 1.23 | 3.17 | 4.41 | 0.96 | 4.51 | 0.85 | 3.65 | 2.34 | 3.51 | 17.97 | 2.37 | 2.00 | 2.34 | 3.63 | 4.25 | 4.75 | 5.45 | 3.95 | 1.50 |
| Yield(%) | 0.00 | 4.37 | 4.42 | 3.28 | 3.55 | 3.84 | 4.49 | … | … | 1.61 | 4.70 | 4.43 | 4.18 | 2.72 | 2.23 | 3.08 | 5.22 | 3.51 | 3.52 | 3.96 | 4.06 | 4.31 | 4.29 | 5.13 | 5.38 | 5.42 | 7.56 | 5.39 | 5.14 | 4.83 | 4.60 | 4.64 | 4.21 | 4.49 | 6.94 | 6.27 | 2.36 |
Data as of 06/04/2026, Common starting date is 09/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USIBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND SHARES) |
-5.46%
Oct 2020 – Oct 2023 |
-0.79%
Feb 2004 – Feb 2009 |
1.32%
Oct 2012 – Oct 2022 |
2.98%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USIBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND SHARES) |
17.46%
Feb 2009 – Feb 2012 |
12.70%
Feb 2009 – Feb 2014 |
7.59%
Feb 2009 – Feb 2019 |
6.07%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart