Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UGSBX (U.S. GOVERNMENT SECURITIES FUND CLASS B) | NA | -3.06% | 0.68% | 0.25% | 2.63% | 2.82% | NA | … | … |
Data as of 04/10/2017, Common starting date is 03/17/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UGSBX (U.S. GOVERNMENT SECURITIES FUND CLASS B) | 03/17/2000 | 04/10/2017 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | -3.06 | 0.68 | 0.25 | 2.63 | 2.82 | NA | … | … | -0.64 | -0.02 | 0.82 | 4.11 | -3.95 | 1.38 | 6.98 | 4.71 | 1.41 | 7.01 | 5.93 | 2.55 | 1.54 | 2.16 | 1.19 | 8.30 | 5.70 | 8.41 |
| Sharpe Ratio | NA | -1.01 | 0.16 | 0.05 | 0.58 | NA | NA | … | … | -0.63 | -0.08 | 0.19 | 1.41 | -1.24 | 0.72 | 1.76 | 1.13 | 0.30 | 1.02 | 0.84 | -0.25 | -0.22 | 0.37 | 0.14 | 2.09 | 0.78 | 1.64 |
| Standard Deviation(%) | NA | 3.30 | 3.44 | 3.19 | 3.86 | NA | NA | … | … | 4.42 | 2.76 | 4.16 | 2.91 | 3.21 | 1.86 | 3.95 | 4.08 | 4.34 | 5.94 | 3.48 | 2.98 | 2.86 | 3.30 | 3.64 | 3.44 | 4.41 | 4.08 |
| Draw Down(%) | NA | 4.45 | 4.45 | 5.23 | 5.23 | NA | NA | … | … | 1.67 | 4.45 | 2.79 | 1.26 | 4.74 | 1.14 | 1.83 | 3.39 | 2.94 | 3.30 | 2.24 | 2.63 | 2.36 | 3.77 | 3.85 | 1.94 | 3.82 | 2.75 |
| Yield(%) | 0.00 | 1.73 | 1.39 | 1.55 | 2.60 | 2.76 | 2.64 | … | … | 0.14 | 1.65 | 2.10 | 0.33 | 1.05 | 2.77 | 3.47 | 5.03 | 2.60 | 3.01 | 3.68 | 3.49 | 2.90 | 2.43 | 2.69 | 3.33 | 4.27 | 3.60 |
Data as of 04/10/2017, Common starting date is 03/17/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGSBX (U.S. GOVERNMENT SECURITIES FUND CLASS B) |
0.13%
Aug 2012 – Aug 2015 |
0.43%
Dec 2011 – Dec 2016 |
2.72%
Nov 2006 – Nov 2016 |
2.84%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGSBX (U.S. GOVERNMENT SECURITIES FUND CLASS B) |
8.15%
May 2000 – May 2003 |
5.41%
May 2000 – May 2005 |
4.70%
Aug 2000 – Aug 2010 |
3.86%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart