Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USMIX (EXTENDED MARKET INDEX FUND EXTENDED MARKET INDEX FUND) | 3.61% | -4.39% | 4.30% | 2.71% | 5.04% | 8.53% | 6.82% | 6.36% |
Data as of 07/23/2025, AR inception is 11/09/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USMIX (EXTENDED MARKET INDEX FUND EXTENDED MARKET INDEX FUND) | 11/09/2000 | 07/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.75 | -4.39 | 4.30 | 2.71 | 5.04 | 8.53 | 6.82 | 6.36 | 3.61 | -0.14 | 21.63 | -28.96 | -1.65 | 28.01 | 27.94 | -9.70 | 17.72 | 15.48 | -3.76 | 7.18 | 37.26 | 17.47 | -4.03 | 28.11 | 36.37 | -39.34 | 4.71 | 15.31 | 10.12 | 15.86 | 42.79 | -18.56 | -10.79 | -7.96 |
| Sharpe Ratio | NA | -0.32 | 0.08 | 0.02 | 0.14 | NA | NA | 0.22 | 0.00 | -0.32 | 0.95 | -1.02 | -0.06 | 0.68 | 1.85 | -0.62 | 1.72 | 0.90 | -0.25 | 0.51 | 2.80 | 1.13 | -0.14 | 1.24 | 1.13 | -0.95 | 0.11 | 0.91 | 0.65 | 1.09 | 2.70 | -0.89 | -0.59 | -1.21 |
| Standard Deviation(%) | NA | 25.54 | 22.57 | 23.98 | 23.21 | NA | NA | 22.54 | 25.37 | 21.17 | 18.42 | 29.82 | 25.94 | 40.41 | 14.31 | 17.71 | 10.00 | 16.94 | 15.31 | 14.09 | 13.29 | 15.52 | 29.57 | 22.51 | 32.10 | 42.21 | 16.32 | 13.30 | 12.21 | 13.63 | 15.57 | 22.20 | 22.45 | 41.53 |
| Draw Down(%) | NA | 33.68 | 33.68 | 44.97 | 44.97 | NA | NA | 57.81 | 22.75 | 18.20 | 15.57 | 30.95 | 24.37 | 41.86 | 7.73 | 24.86 | 4.83 | 16.00 | 14.91 | 11.56 | 5.10 | 12.08 | 27.34 | 18.36 | 28.26 | 53.11 | 11.42 | 11.89 | 7.28 | 12.29 | 11.36 | 31.63 | 31.88 | 14.95 |
| Yield(%) | 0.00 | 1.30 | 1.34 | 1.24 | 3.65 | 5.92 | 4.93 | 4.83 | 0.00 | 1.41 | 1.41 | 1.00 | 0.90 | 1.07 | 3.94 | 5.46 | 8.13 | 7.77 | 7.16 | 4.95 | 4.74 | 2.39 | 4.07 | 4.25 | 0.77 | 3.22 | 5.90 | 5.26 | 2.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/23/2025, AR inception is 11/09/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USMIX (EXTENDED MARKET INDEX FUND EXTENDED MARKET INDEX FUND) |
-16.67%
Feb 2006 - Feb 2009 |
-5.86%
Feb 2004 - Feb 2009 |
3.63%
Apr 2015 - Apr 2025 |
5.79%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USMIX (EXTENDED MARKET INDEX FUND EXTENDED MARKET INDEX FUND) |
31.03%
Feb 2009 - Feb 2012 |
27.39%
Feb 2009 - Feb 2014 |
17.02%
Feb 2009 - Feb 2019 |
12.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart