Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUSMX | 0.90% | 2.41% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/29/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUSMX | 02/29/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.41 | NA | NA | NA | NA | NA | … | … | 0.90 | 2.54 | 3.52 |
| Sharpe Ratio | NA | -0.32 | NA | NA | NA | NA | NA | … | … | -0.53 | -0.48 | 0.64 |
| Standard Deviation(%) | NA | 0.73 | NA | NA | NA | NA | NA | … | … | 0.74 | 0.72 | 1.02 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.18 | 2.38 | 2.28 | 1.37 | 0.68 | 0.46 | 0.34 | … | … | 0.89 | 2.51 | 3.46 |
Data as of 06/05/2026, Common starting date is 02/29/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUSMX (NUSMX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUSMX (NUSMX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart