Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UVABX (VIRGINIA BOND FUND VIRGINIA BOND FUND ADVISER SHARES) | -4.40% | -3.82% | 0.45% | -0.64% | 1.64% | NA | NA | 3.08% |
Data as of 07/17/2025, AR inception 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 | 07/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.69 | -3.82 | 0.45 | -0.64 | 1.64 | NA | NA | 3.08 | -4.40 | 1.83 | 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 | -0.63 | -0.36 | -0.45 | 0.10 | NA | NA | 0.61 | -0.79 | -0.45 | 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 | 8.18 | 6.13 | 5.04 | 4.13 | NA | NA | 3.39 | 10.45 | 4.02 | 5.25 | 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 | 7.93 | 8.83 | 15.28 | 15.28 | NA | NA | 15.28 | 6.90 | 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 | 2.55 | 2.69 | 2.30 | 2.93 | 3.66 | 2.75 | 3.92 | 1.19 | 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 07/17/2025, AR inception 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 |
-0.52%
Oct 2017 - Oct 2022 |
1.84%
May 2015 - May 2025 |
0.00%
NA |
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 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart