Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UHYOX (HIGH INCOME FUND HIGH INCOME FUND ADVISER SHARES) | NA | 428,384.92% | 1,492.81% | 437.05% | 135.31% | NA | NA | … | … |
Data as of 03/28/2024, Common starting date is 08/26/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UHYOX (HIGH INCOME FUND HIGH INCOME FUND ADVISER SHARES) | 08/26/2010 | 03/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 382,748.02 | 428,384.92 | 1,492.81 | 437.05 | 135.31 | NA | NA | … | … | 385,094.07 | 13.00 | -11.00 | 5.46 | 3.51 | 12.94 | -3.65 | 5.85 | 16.93 | -8.78 | 3.37 | 8.29 | 15.78 | -4.40 | 4.54 |
| Sharpe Ratio | NA | 519.36 | 3.13 | 1.18 | 0.51 | NA | NA | … | … | NA | 1.80 | -1.68 | 2.30 | 0.26 | 3.70 | -1.63 | 2.29 | 3.41 | -2.39 | 1.40 | 3.02 | 5.20 | -0.94 | 4.23 |
| Standard Deviation(%) | NA | 824.82 | 476.26 | 369.10 | 261.11 | NA | NA | … | … | 1,676.52 | 4.92 | 7.40 | 2.36 | 12.45 | 3.12 | 3.05 | 2.29 | 4.90 | 3.69 | 2.40 | 2.73 | 3.05 | 4.73 | 3.18 |
| Draw Down(%) | NA | 2.85 | 15.11 | 24.40 | 24.40 | NA | NA | … | … | 1.01 | 4.19 | 15.11 | 2.07 | 24.40 | 1.64 | 6.42 | 1.81 | 5.17 | 11.91 | 4.79 | 4.50 | 2.85 | 12.84 | 2.35 |
| Yield(%) | 0.74 | 7.61 | 5.48 | 5.35 | 4.96 | 4.81 | 3.60 | … | … | 101.17 | 7.31 | 4.88 | 4.72 | 4.92 | 6.00 | 5.58 | 5.54 | 5.69 | 5.28 | 6.05 | 7.60 | 7.66 | 0.00 | 0.68 |
Data as of 03/28/2024, Common starting date is 08/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHYOX (HIGH INCOME FUND HIGH INCOME FUND ADVISER SHARES) |
-2.12%
Mar 2017 – Mar 2020 |
0.34%
Mar 2015 – Mar 2020 |
2.66%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHYOX (HIGH INCOME FUND HIGH INCOME FUND ADVISER SHARES) |
10.64%
Sep 2011 – Sep 2014 |
7.49%
Jan 2016 – Jan 2021 |
5.90%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart