Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNYIX (New York Bond Fund Institutional Shares) | 2.37% | 8.10% | 3.81% | 0.59% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNYIX (New York Bond Fund Institutional Shares) | 06/30/2020 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 8.10 | 3.81 | 0.59 | NA | NA | NA | … | … | 2.37 | 2.52 | 1.75 | 8.01 | -11.27 | 3.33 | 3.50 |
| Sharpe Ratio | NA | 1.36 | 0.08 | -0.32 | NA | NA | NA | … | … | 0.76 | -0.04 | -0.40 | 0.75 | -2.19 | 1.64 | 3.69 |
| Standard Deviation(%) | NA | 3.87 | 6.55 | 5.92 | NA | NA | NA | … | … | 4.10 | 8.77 | 4.64 | 5.83 | 5.83 | 2.01 | 1.88 |
| Draw Down(%) | NA | 3.51 | 8.85 | 17.99 | NA | NA | NA | … | … | 3.51 | 7.79 | 3.16 | 8.97 | 17.49 | 2.36 | 2.07 |
| Yield(%) | 0.00 | 3.78 | 3.59 | 2.98 | 1.81 | 1.21 | 0.90 | … | … | 1.50 | 3.61 | 3.44 | 3.61 | 2.82 | 2.71 | 1.48 |
Data as of 06/08/2026, Common starting date is 06/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNYIX (New York Bond Fund Institutional Shares) |
-3.38%
Oct 2020 – Oct 2023 |
-0.22%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNYIX (New York Bond Fund Institutional Shares) |
6.41%
Oct 2022 – Oct 2025 |
1.30%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart