Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USSBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND SHARES) | 0.63% | 3.89% | 5.82% | 3.05% | 2.99% | 2.64% | 3.28% | … | … |
Data as of 06/05/2026, Common starting date is 06/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USSBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND SHARES) | 06/29/1993 | 06/05/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 3.89 | 5.82 | 3.05 | 2.99 | 2.64 | 3.28 | … | … | 0.63 | 5.79 | 6.21 | 6.38 | -2.94 | 0.55 | 4.04 | 4.99 | 1.42 | 2.30 | 3.02 | 0.02 | 1.66 | 1.01 | 4.09 | 2.48 | 4.47 | 14.07 | -2.58 | 5.78 | 4.72 | 2.30 | 1.91 | 4.80 | -1.70 | 5.06 | 7.09 | 3.96 | 5.03 | 7.18 | 6.33 | 11.19 | 0.02 | 2.33 |
| Sharpe Ratio | NA | 1.09 | 1.36 | 0.29 | 0.79 | NA | NA | … | … | -0.22 | 1.49 | 1.24 | 1.23 | -2.31 | 0.46 | 1.51 | 2.48 | 0.03 | 1.43 | 2.22 | 0.00 | 1.48 | 0.74 | 3.36 | 1.79 | 2.79 | 5.17 | -0.98 | 1.16 | 0.71 | 0.03 | 0.51 | 1.46 | -0.85 | 0.73 | 0.96 | 0.25 | 0.57 | 1.41 | 0.89 | 2.33 | -1.23 | 1.30 |
| Standard Deviation(%) | NA | 1.83 | 2.04 | 1.96 | 1.78 | NA | NA | … | … | 1.87 | 1.96 | 2.08 | 2.23 | 1.90 | 1.14 | 2.50 | 1.42 | 1.21 | 1.15 | 1.26 | 1.22 | 1.11 | 1.31 | 1.21 | 1.37 | 1.57 | 2.71 | 3.60 | 2.28 | 1.84 | 1.42 | 1.82 | 2.79 | 3.37 | 3.64 | 2.99 | 2.40 | 2.74 | 2.47 | 3.00 | 3.10 | 2.49 | 1.87 |
| Draw Down(%) | NA | 1.09 | 1.09 | 5.60 | 5.60 | NA | NA | … | … | 1.09 | 0.87 | 0.87 | 1.00 | 4.71 | 1.17 | 5.57 | 0.54 | 0.62 | 0.44 | 0.92 | 0.93 | 0.49 | 1.61 | 0.43 | 0.61 | 0.95 | 0.83 | 5.90 | 0.78 | 0.57 | 0.49 | 1.45 | 1.66 | 5.27 | 4.64 | 1.64 | 0.74 | 1.52 | 0.82 | 1.34 | 1.21 | 2.70 | 0.77 |
| Yield(%) | 0.00 | 4.15 | 4.41 | 3.41 | 2.97 | 2.66 | 3.14 | … | … | 1.49 | 4.56 | 4.40 | 3.81 | 2.27 | 2.16 | 2.78 | 2.85 | 2.59 | 1.96 | 1.89 | 1.67 | 1.76 | 1.97 | 2.52 | 2.89 | 2.99 | 5.02 | 4.56 | 4.62 | 4.38 | 3.59 | 3.21 | 4.32 | 3.56 | 6.48 | 6.67 | 5.89 | 6.31 | 6.18 | 6.20 | 6.71 | 5.00 | 2.41 |
Data as of 06/05/2026, Common starting date is 06/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USSBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND SHARES) |
0.21%
Oct 2019 – Oct 2022 |
1.28%
Oct 2017 – Oct 2022 |
1.47%
Oct 2012 – Oct 2022 |
2.49%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USSBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND SHARES) |
8.23%
Jan 1995 – Jan 1998 |
6.98%
Aug 1996 – Aug 2001 |
5.07%
Mar 1994 – Mar 2004 |
4.95%
Jan 1995 – Jan 2010 |
Annualized Rolling Returns Comparison Chart