Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USIBX (INTERMEDIATE-TERM BOND FUND INTERMEDIATE-TERM BOND FUND SHARES) | 2.32% | 4.43% | 2.97% | -0.05% | 2.08% | 3.47% | 3.84% | 4.44% |
Data as of 06/05/2025, AR inception 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 | 06/05/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 4.43 | 2.97 | -0.05 | 2.08 | 3.47 | 3.84 | 4.44 | 2.32 | 2.46 | 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 | 0.19 | -0.23 | -0.41 | 0.08 | NA | NA | 0.66 | -0.28 | -0.78 | 0.45 | -2.08 | -0.44 | 0.87 | 2.96 | -0.84 | 1.62 | 2.09 | -0.72 | 2.73 | 0.43 | 4.44 | 1.96 | 3.70 | 6.32 | -2.53 | 0.22 | 0.44 | 0.18 | 0.83 | 1.29 | 0.51 | 1.14 | 0.80 | 0.42 |
| Standard Deviation(%) | NA | 5.23 | 6.20 | 5.65 | 4.72 | NA | NA | 4.40 | 5.20 | 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 | 4.75 | 8.88 | 20.24 | 20.24 | NA | NA | 20.24 | 2.69 | 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 | 4.14 | 3.91 | 3.02 | 3.50 | 4.20 | 4.31 | 4.78 | 1.54 | 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 06/05/2025, AR inception 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 |
3.43%
Apr 2010 - Apr 2025 |
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