Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URSBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND R6 SHARES) | 0.99% | 4.64% | 6.17% | 3.47% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URSBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND R6 SHARES) | 12/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.64 | 6.17 | 3.47 | NA | NA | NA | … | … | 0.99 | 6.16 | 6.47 | 6.61 | -2.72 | 1.17 | 4.78 | 5.07 | 1.30 | 1.08 | 0.00 |
| Sharpe Ratio | NA | 0.95 | 1.38 | 0.46 | NA | NA | NA | … | … | -0.09 | 1.61 | 1.32 | 1.35 | -1.95 | 1.08 | 1.82 | 2.38 | -0.07 | 0.42 | -0.30 |
| Standard Deviation(%) | NA | 1.98 | 2.11 | 2.05 | NA | NA | NA | … | … | 2.08 | 2.04 | 2.17 | 2.22 | 2.13 | 1.06 | 2.48 | 1.51 | 1.26 | 1.02 | 1.19 |
| Draw Down(%) | NA | 1.19 | 1.19 | 4.81 | NA | NA | NA | … | … | 1.19 | 0.98 | 0.76 | 1.09 | 4.55 | 0.64 | 5.57 | 0.43 | 0.59 | 0.44 | 0.22 |
| Yield(%) | 0.00 | 4.77 | 4.80 | 3.83 | 3.02 | 2.01 | 1.51 | … | … | 1.96 | 4.79 | 4.68 | 4.07 | 2.50 | 2.87 | 3.37 | 3.02 | 2.37 | 0.76 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URSBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND R6 SHARES) |
0.72%
Oct 2019 – Oct 2022 |
1.60%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URSBX (SHORT-TERM BOND FUND SHORT-TERM BOND FUND R6 SHARES) |
6.57%
Oct 2022 – Oct 2025 |
4.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart