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USIFX: INTERNATIONAL FUND INTERNATIONAL FUND SHARES (MUTUAL FUND)
Basic Info 33.22 0.95(2.78%) June 05
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 11/03/1988 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 12.19% |
| Expenses | 1.02% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/03/1988 |
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 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.0 | 8.4 | 22.0 | 18.2 | 6.7 | 8.5 | 6.6 | 6.1 | 7.3 | 33.1 | 4.8 | 17.5 | -17.1 | 7.4 | 3.3 | 22.8 | -14.1 | 28.1 | 1.8 | 0.5 | -5.1 | 18.0 | 22.1 | -9.8 | 9.9 | 32.4 | -35.3 | 8.7 | 27.4 | 12.6 | 18.5 | 32.7 | -8.2 | -14.6 | -10.8 | 28.6 | 4.0 | 9.0 | 19.1 | 8.3 | 2.7 | 36.6 | -0.2 | 13.4 | -9.7 | 12.7 | 3.4 |
| Sharpe Ratio | NA | 0.94 | 1.27 | 1.02 | 0.26 | 0.41 | NA | NA | 0.31 | 1.97 | 0.09 | 1.09 | -0.86 | 0.51 | 0.1 | 2.09 | -1.19 | 3.81 | 0.09 | 0.03 | -0.44 | 1.46 | 1.29 | -0.35 | 0.46 | 1.21 | -0.91 | 0.37 | 1.78 | 1.03 | 1.31 | 2.36 | -0.51 | -1.04 | -0.98 | 2.19 | 0.03 | 0.44 | 2.13 | 0.51 | -0.05 | 3.98 | -0.27 | 0.67 | -1.05 | 0.57 | 2.25 |
| Draw Down(%) | NA | 11.7 | 11.7 | 13.6 | 35.0 | 36.8 | NA | NA | 53.2 | 13.6 | 9.5 | 10.1 | 29.8 | 11.9 | 36.5 | 9.1 | 22.0 | 2.2 | 12.8 | 15.9 | 12.0 | 9.0 | 15.6 | 25.6 | 17.7 | 25.9 | 48.8 | 10.0 | 14.3 | 7.0 | 8.6 | 14.7 | 22.1 | 28.9 | 19.4 | 9.7 | 29.7 | 12.7 | 6.4 | 8.9 | 9.0 | 5.6 | 9.2 | 10.9 | 22.3 | 8.2 | 2.2 |
| Standard Deviation(%) | NA | 19.4 | 15.2 | 14.6 | 16.2 | 16.7 | NA | NA | 16.7 | 15.4 | 12.7 | 12.7 | 21.5 | 14.4 | 30.4 | 10.2 | 13.1 | 7.2 | 16.4 | 15.3 | 11.4 | 12.3 | 17.3 | 28.0 | 21.1 | 26.8 | 39.7 | 15.4 | 13.5 | 10.0 | 13.4 | 13.5 | 18.4 | 16.6 | 15.3 | 11.5 | 18.1 | 12.1 | 7.2 | 8.4 | 8.2 | 8.6 | 9.7 | 14.0 | 14.4 | 11.7 | 8.2 |
| Treynor Ratio | NA | 0.23 | 0.26 | 0.21 | 0.07 | 0.1 | NA | NA | 0.07 | 0.45 | 0.02 | 0.22 | -0.32 | 0.15 | 0.03 | 0.33 | -0.25 | 0.44 | 0.02 | 0.01 | -0.06 | 0.21 | 0.23 | -0.1 | 0.1 | 0.36 | -0.41 | 0.07 | 0.29 | 0.13 | 0.2 | 0.36 | -0.13 | -0.24 | -0.2 | 0.35 | 0.01 | 0.07 | 0.19 | 0.06 | -0.01 | 0.44 | -0.04 | 0.12 | -0.2 | 0.09 | 0.27 |
| Alpha | NA | 0.06 | 0.06 | 0.03 | 0.02 | 0.0 | NA | NA | 0.0 | 0.06 | -0.01 | 0.02 | 0.01 | 0.03 | -0.15 | 0.01 | -0.03 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | 0.03 | -0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.02 | -0.01 | -0.02 | 0.03 | -0.04 | 0.02 | 0.02 | -0.01 | 0.01 | 0.01 | 0.01 | 0.03 | -0.01 | -0.02 | 0.04 |
| Beta | NA | 0.79 | 0.74 | 0.7 | 0.63 | 0.68 | NA | NA | 0.79 | 0.67 | 0.69 | 0.63 | 0.58 | 0.51 | 0.87 | 0.64 | 0.62 | 0.62 | 0.87 | 0.89 | 0.8 | 0.87 | 0.96 | 0.96 | 0.94 | 0.89 | 0.88 | 0.75 | 0.84 | 0.81 | 0.87 | 0.88 | 0.74 | 0.73 | 0.75 | 0.73 | 0.88 | 0.76 | 0.81 | 0.77 | 0.71 | 0.77 | 0.66 | 0.8 | 0.77 | 0.75 | 0.68 |
| RSquared | NA | 0.85 | 0.8 | 0.79 | 0.76 | 0.75 | NA | NA | 0.82 | 0.79 | 0.77 | 0.76 | 0.81 | 0.49 | 0.8 | 0.83 | 0.79 | 0.61 | 0.86 | 0.88 | 0.76 | 0.88 | 0.91 | 0.95 | 0.94 | 0.93 | 0.95 | 0.89 | 0.86 | 0.71 | 0.72 | 0.8 | 0.77 | 0.78 | 0.76 | 0.73 | 0.89 | 0.8 | 0.63 | 0.69 | 0.69 | 0.59 | 0.61 | 0.8 | 0.87 | 0.67 | 0.68 |
| Yield(%) | N/A | 0.0 | 12.2 | 7.7 | 4.3 | 6.4 | 5.3 | 5.1 | N/A | 14.5 | 5.5 | 2.1 | 1.2 | 1.9 | 1.9 | 24.8 | 6.7 | 3.8 | 1.6 | 5.4 | 3.0 | 0.9 | 1.5 | 1.2 | 1.0 | 1.4 | 2.5 | 7.2 | 11.2 | 5.8 | 7.9 | 1.6 | 1.7 | 0.9 | 5.1 | 6.6 | 3.8 | 8.9 | 4.2 | 1.0 | 6.0 | 0.0 | 1.1 | 0.9 | 0.5 | 0.2 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | 165.1 | 315.3 | -39.4 | 88.9 | 35.8 | N/A | N/A | 165.1 | 189.3 | 42.1 | -32.9 | 1.8 | -92.3 | 189.7 | 119.5 | 145.4 | -72.4 | 68.8 | 278.4 | -28.0 | 9.3 | 35.7 | -6.8 | -65.6 | -64.9 | -27.2 | 112.3 | -19.3 | 545.1 | -16.7 | 62.8 | -85.0 | -8.9 | 79.2 | -56.5 | 142.3 | 348.1 | -83.9 | N/A | -100.0 | 44.4 | 50.0 | 200.0 | -60.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/1988
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