Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UUSIX (ULTRA SHORT-TERM BOND FUND ULTRA SHORT-TERM BOND FUND INSTITUTIONAL SHARES) | 1.12% | 4.27% | 5.61% | 3.70% | 3.03% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UUSIX (ULTRA SHORT-TERM BOND FUND ULTRA SHORT-TERM BOND FUND INSTITUTIONAL SHARES) | 07/23/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.27 | 5.61 | 3.70 | 3.03 | NA | NA | … | … | 1.12 | 5.27 | 6.24 | 6.44 | -0.39 | 0.86 | 2.89 | 4.43 | 1.47 | 1.43 | 1.69 | 0.04 | 0.72 | 0.85 |
| Sharpe Ratio | NA | 1.39 | 1.51 | 0.78 | 0.94 | NA | NA | … | … | 0.18 | 1.53 | 1.49 | 1.62 | -1.40 | 1.43 | 0.93 | 2.66 | 0.09 | 1.00 | 1.89 | 0.01 | 0.80 | 2.50 |
| Standard Deviation(%) | NA | 1.47 | 1.65 | 1.51 | 1.50 | NA | NA | … | … | 1.39 | 1.56 | 1.75 | 1.73 | 1.31 | 0.59 | 2.83 | 1.11 | 0.94 | 0.77 | 0.78 | 0.99 | 0.88 | 0.76 |
| Draw Down(%) | NA | 0.59 | 0.59 | 2.39 | 7.34 | NA | NA | … | … | 0.59 | 0.50 | 0.30 | 0.50 | 2.19 | 0.28 | 7.34 | 0.20 | 0.30 | 0.20 | 0.41 | 0.97 | 0.32 | 0.20 |
| Yield(%) | 0.00 | 4.18 | 4.92 | 3.74 | 2.88 | 2.14 | 1.61 | … | … | 1.41 | 4.84 | 5.37 | 4.84 | 2.05 | 0.96 | 2.01 | 2.77 | 2.25 | 1.52 | 1.28 | 1.34 | 1.32 | 0.46 |
Data as of 06/04/2026, Common starting date is 07/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUSIX (ULTRA SHORT-TERM BOND FUND ULTRA SHORT-TERM BOND FUND INSTITUTIONAL SHARES) |
0.43%
Mar 2017 – Mar 2020 |
0.58%
Mar 2015 – Mar 2020 |
1.78%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUSIX (ULTRA SHORT-TERM BOND FUND ULTRA SHORT-TERM BOND FUND INSTITUTIONAL SHARES) |
6.15%
Oct 2022 – Oct 2025 |
4.59%
Mar 2020 – Mar 2025 |
3.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart