Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UFIPX (CORE PLUS FIXED INCOME PORTFOLIO CLASS I) | NA | 4.52% | 3.88% | 4.05% | 3.91% | 3.27% | NA | … | … |
Data as of 04/28/2017, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UFIPX (CORE PLUS FIXED INCOME PORTFOLIO CLASS I) | 12/22/1997 | 04/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 4.52 | 3.88 | 4.05 | 3.91 | 3.27 | NA | … | … | 2.53 | 6.12 | -0.64 | 7.85 | -0.31 | 9.45 | 5.65 | 7.13 | 9.67 | -10.20 | 5.45 | 3.72 | -0.26 | 0.17 | 3.78 | 2.49 | 3.24 | 11.07 | -1.39 | 7.90 | 4.55 |
| Sharpe Ratio | NA | 1.37 | 1.29 | 1.43 | 0.94 | NA | NA | … | … | 2.45 | 1.95 | -0.21 | 3.79 | -0.12 | 3.91 | 1.59 | 1.88 | 2.11 | -1.64 | 0.77 | 0.19 | -0.48 | -0.17 | 1.19 | 0.30 | 0.14 | 1.72 | -0.55 | 1.29 | 18.84 |
| Standard Deviation(%) | NA | 3.08 | 2.90 | 2.78 | 3.79 | NA | NA | … | … | 3.12 | 3.02 | 3.22 | 2.07 | 2.90 | 2.42 | 3.54 | 3.74 | 4.53 | 6.75 | 3.17 | 2.30 | 5.09 | 4.58 | 2.60 | 4.70 | 6.63 | 4.09 | 8.45 | 3.55 | 28.88 |
| Draw Down(%) | NA | 3.56 | 3.56 | 5.10 | 16.25 | NA | NA | … | … | 1.38 | 3.56 | 2.75 | 0.85 | 5.10 | 0.95 | 2.16 | 3.24 | 1.70 | 16.25 | 1.72 | 1.56 | 4.87 | 5.17 | 3.21 | 3.72 | 6.80 | 3.60 | 7.11 | 2.94 | 0.19 |
| Yield(%) | 0.00 | 1.93 | 2.80 | 3.34 | 3.94 | 3.09 | 3.48 | … | … | 0.00 | 2.01 | 3.37 | 3.17 | 3.68 | 4.85 | 3.79 | 6.10 | 8.96 | 4.38 | 3.71 | 4.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.54 | 4.48 | 5.07 | 4.35 |
Data as of 04/28/2017, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFIPX (CORE PLUS FIXED INCOME PORTFOLIO CLASS I) |
-1.70%
Oct 2005 – Oct 2008 |
-1.02%
Oct 2003 – Oct 2008 |
1.35%
Oct 1998 – Oct 2008 |
2.77%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFIPX (CORE PLUS FIXED INCOME PORTFOLIO CLASS I) |
9.11%
Oct 2008 – Oct 2011 |
7.35%
Oct 2008 – Oct 2013 |
4.27%
Jul 2006 – Jul 2016 |
3.94%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart