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USISX: INCOME STOCK FUND INCOME STOCK FUND SHARES (MUTUAL FUND)
Basic Info 20.34 0.17(0.83%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 06/30/1987 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 10.28% |
| Expenses | 0.68% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/30/1987 |
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 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 12.0 | 25.7 | 17.7 | 7.6 | 9.5 | 9.9 | 7.3 | 8.2 | 13.9 | 13.5 | 12.1 | -11.0 | 16.9 | 0.2 | 23.7 | -5.5 | 16.7 | 14.1 | -3.3 | 11.8 | 31.1 | 12.7 | 3.8 | 13.0 | 16.6 | -35.6 | -3.3 | 19.0 | 5.8 | 11.6 | 26.8 | -18.2 | -4.2 | 10.8 | 1.9 | 7.3 | 27.4 | 18.3 | 26.3 | -2.3 | 10.1 | 7.1 | 27.3 | -1.4 | 21.1 | 19.4 | -11.4 |
| Sharpe Ratio | NA | 2.63 | 2.19 | 1.18 | 0.34 | 0.47 | NA | NA | 0.37 | 0.73 | 0.88 | 0.68 | -0.6 | 1.15 | 0.0 | 2.12 | -0.49 | 2.72 | 1.19 | -0.23 | 1.13 | 2.96 | 1.1 | 0.16 | 0.73 | 0.59 | -0.85 | -0.39 | 1.57 | 0.33 | 0.95 | 1.69 | -0.82 | -0.45 | 0.42 | -0.11 | 0.28 | 1.97 | 1.72 | 3.74 | -0.66 | 1.09 | 0.63 | 2.09 | -0.59 | 1.31 | 1.16 | -1.27 |
| Draw Down(%) | NA | 5.5 | 5.5 | 15.5 | 20.3 | 36.0 | NA | NA | 58.5 | 13.9 | 8.2 | 9.4 | 16.5 | 9.5 | 36.0 | 5.3 | 15.4 | 2.3 | 7.9 | 12.5 | 7.2 | 5.0 | 9.2 | 19.2 | 16.4 | 29.7 | 47.7 | 14.6 | 7.5 | 7.2 | 8.7 | 13.5 | 33.5 | 18.2 | 12.2 | 12.3 | 15.0 | 9.3 | 5.6 | 2.4 | 8.5 | 5.6 | 5.6 | 4.9 | 12.8 | 7.9 | 4.7 | 20.6 |
| Standard Deviation(%) | NA | 10.6 | 10.2 | 12.6 | 15.0 | 16.7 | NA | NA | 16.3 | 15.2 | 11.3 | 12.5 | 20.7 | 14.7 | 34.4 | 10.5 | 14.0 | 5.9 | 11.7 | 14.6 | 10.4 | 10.5 | 11.5 | 23.2 | 17.7 | 27.7 | 42.8 | 16.8 | 10.0 | 10.7 | 11.1 | 15.4 | 23.7 | 14.9 | 15.8 | 13.5 | 13.7 | 12.0 | 8.4 | 6.0 | 8.1 | 7.3 | 7.2 | 11.2 | 11.6 | 11.6 | 12.5 | 20.1 |
| Treynor Ratio | NA | 0.54 | 0.4 | 0.23 | 0.07 | 0.1 | NA | NA | 0.07 | 0.16 | 0.16 | 0.1 | -0.17 | 0.21 | 0.0 | 0.28 | -0.09 | 0.2 | 0.16 | -0.04 | 0.13 | 0.33 | 0.15 | 0.04 | 0.13 | 0.16 | -0.35 | -0.06 | 0.16 | 0.03 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.05 | 0.03 | 0.01 | -0.01 | -0.01 | NA | NA | 0.01 | 0.0 | -0.01 | -0.04 | 0.02 | -0.01 | -0.07 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | -0.04 | 0.02 | -0.04 | 0.01 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.52 | 0.57 | 0.66 | 0.71 | 0.82 | NA | NA | 0.92 | 0.68 | 0.62 | 0.82 | 0.73 | 0.81 | 0.96 | 0.8 | 0.79 | 0.82 | 0.86 | 0.93 | 0.88 | 0.93 | 0.88 | 0.98 | 0.96 | 1.01 | 1.04 | 1.04 | 0.96 | 1.01 | 0.96 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.44 | 0.44 | 0.61 | 0.67 | 0.8 | NA | NA | 0.66 | 0.71 | 0.49 | 0.76 | 0.76 | 0.56 | 0.94 | 0.91 | 0.93 | 0.86 | 0.94 | 0.96 | 0.95 | 0.97 | 0.96 | 0.99 | 0.98 | 0.99 | 0.99 | 0.97 | 0.96 | 0.95 | 0.86 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 10.3 | 12.0 | 6.8 | 8.2 | 9.3 | 6.6 | N/A | 10.5 | 17.9 | 6.2 | 1.9 | 2.5 | 1.9 | 20.7 | 7.8 | 8.5 | 2.6 | 5.5 | 5.5 | 4.6 | 1.6 | 1.2 | 1.1 | 1.9 | 2.0 | 8.7 | 7.6 | 14.8 | 2.4 | 2.7 | 8.6 | 5.4 | 6.0 | 10.8 | 6.5 | 10.7 | 9.7 | 5.9 | 5.3 | 5.3 | 5.3 | 6.2 | 5.4 | 5.6 | 5.2 | 1.8 |
| Dividend Growth(%) | N/A | -97.2 | -43.9 | 443.3 | -6.9 | 131.1 | 6.5 | N/A | N/A | -43.9 | 206.8 | 175.8 | -9.7 | 24.9 | -90.4 | 129.5 | -1.0 | 269.0 | -57.4 | 7.3 | 46.0 | 215.8 | 38.1 | 18.5 | -30.7 | -38.1 | -80.2 | 24.0 | -51.8 | 578.6 | 3.2 | -75.9 | 46.3 | -6.2 | -49.9 | 65.8 | -29.3 | 18.1 | 97.8 | 2.7 | 5.6 | 1.4 | 2.9 | 4.6 | 14.0 | 18.8 | 152.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/1987
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