Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
USIFX (INTERNATIONAL FUND INTERNATIONAL FUND SHARES) | 12.34% | 9.97% | 11.50% | 9.61% | 4.56% | 6.29% | 5.95% | 6.86% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
USIFX (INTERNATIONAL FUND INTERNATIONAL FUND SHARES) | 11/03/1988 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 11/03/1988.
AR inception is since 11/03/1988.
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.26 | 9.97 | 11.50 | 9.61 | 4.56 | 6.29 | 5.95 | 6.86 | 12.34 | 3.80 | 17.47 | -17.05 | 7.42 | 3.26 | 22.76 | -14.15 | 28.14 | 1.75 | 0.49 | -5.06 | 18.02 | 22.08 | -9.82 | 9.87 | 32.44 | -35.30 | 8.75 | 27.35 | 12.60 | 18.55 | 32.74 | -8.17 | -14.58 | -10.81 | 28.65 | 4.00 | 8.98 | 19.15 | 8.30 | 2.69 | 36.56 | -0.15 | 13.40 | -9.73 | 12.67 | 3.44 |
Sharpe Ratio | NA | 0.35 | 0.34 | 0.46 | 0.18 | NA | NA | 0.28 | 1.89 | -0.22 | 1.05 | -0.86 | 0.51 | 0.10 | 2.10 | -1.19 | 3.82 | 0.09 | 0.03 | -0.44 | 1.46 | 1.29 | -0.35 | 0.46 | 1.21 | -0.91 | 0.38 | 1.79 | 1.04 | 1.32 | 2.37 | -0.51 | -1.03 | -0.97 | 2.20 | 0.04 | 0.45 | 2.15 | 0.53 | -0.03 | 3.99 | -0.26 | 0.69 | -1.03 | 0.59 | 2.31 |
Standard Deviation(%) | NA | 16.75 | 16.38 | 16.57 | 16.86 | NA | NA | 16.77 | 21.69 | 12.79 | 12.75 | 21.54 | 14.39 | 30.43 | 10.17 | 13.07 | 7.24 | 16.43 | 15.25 | 11.44 | 12.33 | 17.28 | 28.00 | 21.13 | 26.80 | 39.66 | 15.39 | 13.53 | 10.00 | 13.36 | 13.54 | 18.36 | 16.61 | 15.34 | 11.53 | 18.10 | 12.09 | 7.20 | 8.40 | 8.20 | 8.59 | 9.66 | 14.03 | 14.45 | 11.71 | 8.21 |
Draw Down(%) | NA | 13.61 | 19.49 | 34.96 | 36.76 | NA | NA | 53.23 | 13.61 | 10.28 | 10.11 | 29.79 | 11.92 | 36.54 | 9.09 | 21.95 | 2.24 | 12.76 | 15.94 | 11.96 | 9.04 | 15.65 | 25.61 | 17.74 | 25.92 | 48.81 | 9.97 | 14.28 | 7.00 | 8.59 | 14.67 | 22.06 | 28.94 | 19.38 | 9.70 | 29.73 | 12.72 | 6.40 | 8.87 | 9.01 | 5.59 | 9.25 | 10.91 | 22.31 | 8.15 | 2.18 |
Yield(%) | 0.00 | 4.18 | 2.92 | 2.90 | 4.69 | 5.26 | 5.42 | 8.96 | 0.00 | 4.48 | 2.15 | 1.24 | 1.95 | 1.92 | 24.77 | 6.70 | 3.80 | 1.59 | 5.40 | 2.97 | 0.89 | 1.47 | 1.22 | 0.97 | 1.36 | 2.51 | 7.22 | 11.24 | 5.84 | 7.88 | 1.59 | 1.74 | 0.91 | 5.10 | 6.64 | 3.81 | 8.90 | 4.16 | 1.01 | 6.01 | 0.00 | 1.09 | 0.85 | 0.51 | 0.19 | 0.49 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
USIFX (INTERNATIONAL FUND INTERNATIONAL FUND SHARES) |
-14.01%
Mar 2000 - Mar 2003 |
-5.08%
Mar 1998 - Mar 2003 |
1.66%
Feb 1999 - Feb 2009 |
1.51%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
USIFX (INTERNATIONAL FUND INTERNATIONAL FUND SHARES) |
27.81%
Mar 2003 - Mar 2006 |
21.79%
Sep 2002 - Sep 2007 |
11.57%
Sep 1990 - Sep 2000 |
11.07%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart