Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UVABX (VIRGINIA BOND FUND VIRGINIA BOND FUND ADVISER SHARES) | 2.16% | 7.84% | 3.54% | 0.56% | 1.68% | 3.68% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UVABX (VIRGINIA BOND FUND VIRGINIA BOND FUND ADVISER SHARES) | 09/20/2010 | 06/03/2026 |
| 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 (%) | 0.96 | 7.84 | 3.54 | 0.56 | 1.68 | 3.68 | NA | … | … | 2.16 | 2.45 | 1.84 | 6.14 | -9.89 | 1.65 | 4.13 | 6.05 | 0.53 | 4.43 | 2.31 | 6.21 | 14.54 | 0.46 | 10.89 | 6.26 | -5.47 |
| Sharpe Ratio | NA | 1.43 | 0.12 | -0.39 | 0.02 | NA | NA | … | … | 0.53 | -0.06 | -0.44 | 0.48 | -2.35 | 1.04 | 0.59 | 2.63 | -0.46 | 1.82 | 1.06 | 3.36 | 7.75 | 0.15 | 5.85 | 3.08 | -4.96 |
| Standard Deviation(%) | NA | 3.18 | 5.71 | 5.12 | 4.31 | NA | NA | … | … | 3.54 | 7.64 | 4.02 | 5.20 | 4.84 | 1.56 | 6.59 | 1.74 | 1.84 | 2.08 | 1.98 | 1.84 | 1.87 | 2.72 | 1.87 | 2.02 | 3.62 |
| Draw Down(%) | NA | 2.85 | 7.95 | 15.28 | 15.28 | NA | NA | … | … | 2.85 | 6.89 | 2.89 | 8.41 | 14.89 | 1.78 | 9.94 | 1.38 | 1.72 | 0.97 | 4.64 | 1.57 | 0.94 | 7.09 | 1.61 | 3.32 | 6.87 |
| Yield(%) | 0.00 | 2.84 | 2.83 | 2.39 | 2.50 | 3.94 | 2.87 | … | … | 0.99 | 2.92 | 2.75 | 2.96 | 2.24 | 1.98 | 2.15 | 2.65 | 2.78 | 2.76 | 4.78 | 6.73 | 7.56 | 7.19 | 6.87 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UVABX (VIRGINIA BOND FUND VIRGINIA BOND FUND ADVISER SHARES) |
-3.76%
Oct 2020 – Oct 2023 |
-0.55%
Jul 2020 – Jul 2025 |
1.63%
Mar 2016 – Mar 2026 |
3.35%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UVABX (VIRGINIA BOND FUND VIRGINIA BOND FUND ADVISER SHARES) |
10.36%
Aug 2013 – Aug 2016 |
8.16%
Mar 2011 – Mar 2016 |
5.71%
Jan 2011 – Jan 2021 |
3.88%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart