Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
UISBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND INSTITUTIONAL SHARES) 0.94% 4.50% 6.03% 3.21% 3.07% NA NA
Data as of 06/10/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
Name Start Date End Date
UISBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND INSTITUTIONAL SHARES) 10/28/2011 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) -0.11 4.50 6.03 3.21 3.07 NA NA 0.94 6.00 6.35 6.48 -2.87 0.53 4.26 5.01 1.31 2.53 2.83 0.24 1.69 1.18 4.25 0.54
Sharpe Ratio NA 0.88 1.31 0.33 0.78 NA NA -0.15 1.52 1.24 1.31 -2.04 0.42 1.62 2.58 -0.05 1.69 2.22 0.16 1.57 0.87 3.47 2.17
Standard Deviation(%) NA 1.97 2.11 2.06 1.84 NA NA 2.01 2.07 2.20 2.18 2.11 1.22 2.47 1.37 1.42 1.11 1.18 1.31 1.07 1.31 1.22 1.46
Draw Down(%) NA 1.09 1.09 5.50 5.58 NA NA 1.09 0.98 0.87 1.11 4.65 1.03 5.58 0.43 0.71 0.33 0.94 0.99 0.51 1.59 0.43 0.44
Yield(%) 0.00 4.63 4.65 3.58 3.07 2.72 2.04 1.91 4.65 4.54 3.91 2.35 2.25 2.88 2.97 2.49 2.07 1.82 1.78 1.90 2.13 2.67 0.75
Data as of 06/10/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UISBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND INSTITUTIONAL SHARES) 0.31%
Oct 2019 – Oct 2022
1.36%
Oct 2017 – Oct 2022
1.56%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UISBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND INSTITUTIONAL SHARES) 6.42%
Oct 2022 – Oct 2025
3.96%
Mar 2020 – Mar 2025
3.28%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return