Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UUSTX (ULTRA SHORT-TERM BOND FUND ULTRA SHORT-TERM BOND FUND SHARES) | 1.12% | 4.27% | 5.59% | 3.66% | 3.00% | 2.45% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UUSTX (ULTRA SHORT-TERM BOND FUND ULTRA SHORT-TERM BOND FUND SHARES) | 10/28/2010 | 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.27 | 5.59 | 3.66 | 3.00 | 2.45 | NA | … | … | 1.12 | 5.26 | 6.22 | 6.48 | -0.56 | 0.80 | 2.81 | 4.37 | 1.57 | 1.51 | 1.62 | 0.00 | 0.74 | 1.52 | 3.13 | 1.60 | -0.28 |
| Sharpe Ratio | NA | 1.38 | 1.51 | 0.75 | 0.91 | NA | NA | … | … | 0.18 | 1.55 | 1.47 | 1.63 | -1.49 | 1.44 | 0.90 | 2.73 | 0.21 | 0.99 | 1.67 | -0.03 | 0.83 | 1.84 | 3.70 | 1.56 | -1.69 |
| Standard Deviation(%) | NA | 1.48 | 1.65 | 1.51 | 1.51 | NA | NA | … | … | 1.41 | 1.54 | 1.77 | 1.74 | 1.34 | 0.54 | 2.83 | 1.06 | 0.92 | 0.87 | 0.84 | 0.91 | 0.88 | 0.81 | 0.84 | 1.00 | 1.00 |
| Draw Down(%) | NA | 0.59 | 0.59 | 2.40 | 7.34 | NA | NA | … | … | 0.59 | 0.50 | 0.30 | 0.50 | 2.22 | 0.36 | 7.34 | 0.10 | 0.30 | 0.20 | 0.50 | 0.87 | 0.42 | 0.57 | 0.20 | 0.40 | 0.60 |
| Yield(%) | 0.00 | 4.18 | 4.91 | 3.71 | 2.86 | 2.38 | 1.82 | … | … | 1.41 | 4.83 | 5.36 | 4.79 | 1.98 | 0.91 | 1.95 | 2.71 | 2.35 | 1.60 | 1.21 | 1.30 | 1.34 | 1.41 | 1.70 | 1.49 | 0.02 |
Data as of 06/04/2026, Common starting date is 10/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUSTX (ULTRA SHORT-TERM BOND FUND ULTRA SHORT-TERM BOND FUND SHARES) |
0.46%
Mar 2017 – Mar 2020 |
0.59%
Mar 2015 – Mar 2020 |
1.33%
Oct 2012 – Oct 2022 |
2.41%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUSTX (ULTRA SHORT-TERM BOND FUND ULTRA SHORT-TERM BOND FUND SHARES) |
6.12%
Oct 2022 – Oct 2025 |
4.53%
Mar 2020 – Mar 2025 |
3.09%
Feb 2016 – Feb 2026 |
2.48%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart