Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USISX (INCOME STOCK FUND INCOME STOCK FUND SHARES) | 12.00% | 25.70% | 17.88% | 7.55% | 9.41% | 9.92% | 7.32% | … | … |
Data as of 06/05/2026, Common starting date is 06/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USISX (INCOME STOCK FUND INCOME STOCK FUND SHARES) | 06/30/1987 | 06/05/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 25.70 | 17.88 | 7.55 | 9.41 | 9.92 | 7.32 | … | … | 12.00 | 13.88 | 13.52 | 12.10 | -11.02 | 16.95 | 0.24 | 23.68 | -5.51 | 16.66 | 14.13 | -3.28 | 11.81 | 31.05 | 12.70 | 3.77 | 13.04 | 16.56 | -35.63 | -3.31 | 19.01 | 5.79 | 11.57 | 26.83 | -18.20 | -4.18 | 10.82 | 1.88 | 7.30 | 27.45 | 18.28 | 26.34 | -2.27 | 10.09 | 7.06 | 27.33 | -1.42 | 21.05 | 19.43 | -11.43 |
| Sharpe Ratio | NA | 2.24 | 1.17 | 0.33 | 0.47 | NA | NA | … | … | 2.64 | 0.73 | 0.88 | 0.68 | -0.60 | 1.15 | 0.00 | 2.12 | -0.49 | 2.72 | 1.19 | -0.23 | 1.13 | 2.96 | 1.10 | 0.16 | 0.73 | 0.59 | -0.85 | -0.39 | 1.57 | 0.33 | 0.95 | 1.69 | -0.82 | -0.45 | 0.42 | -0.11 | 0.28 | 1.97 | 1.72 | 3.74 | -0.66 | 1.09 | 0.63 | 2.09 | -0.59 | 1.31 | 1.16 | -1.27 |
| Standard Deviation(%) | NA | 10.29 | 12.55 | 15.05 | 16.70 | NA | NA | … | … | 10.53 | 15.20 | 11.26 | 12.51 | 20.71 | 14.69 | 34.43 | 10.45 | 14.04 | 5.91 | 11.68 | 14.64 | 10.42 | 10.49 | 11.55 | 23.18 | 17.68 | 27.74 | 42.84 | 16.80 | 9.95 | 10.65 | 11.10 | 15.43 | 23.65 | 14.91 | 15.76 | 13.54 | 13.67 | 12.01 | 8.44 | 5.98 | 8.08 | 7.26 | 7.17 | 11.15 | 11.62 | 11.56 | 12.51 | 20.12 |
| Draw Down(%) | NA | 5.51 | 15.52 | 20.26 | 36.00 | NA | NA | … | … | 5.51 | 13.88 | 8.19 | 9.39 | 16.50 | 9.47 | 36.00 | 5.28 | 15.39 | 2.25 | 7.93 | 12.52 | 7.24 | 5.03 | 9.17 | 19.24 | 16.37 | 29.69 | 47.68 | 14.61 | 7.50 | 7.15 | 8.68 | 13.52 | 33.50 | 18.25 | 12.19 | 12.25 | 14.97 | 9.34 | 5.58 | 2.35 | 8.46 | 5.55 | 5.63 | 4.91 | 12.84 | 7.94 | 4.71 | 20.61 |
| Yield(%) | 0.00 | 10.28 | 12.01 | 6.84 | 8.19 | 9.26 | 6.58 | … | … | 0.28 | 10.49 | 17.85 | 6.19 | 1.95 | 2.50 | 1.93 | 20.70 | 7.81 | 8.49 | 2.61 | 5.52 | 5.52 | 4.61 | 1.63 | 1.22 | 1.14 | 1.86 | 1.97 | 8.67 | 7.62 | 14.81 | 2.36 | 2.74 | 8.59 | 5.40 | 6.04 | 10.82 | 6.53 | 10.69 | 9.67 | 5.89 | 5.32 | 5.26 | 5.27 | 6.22 | 5.43 | 5.59 | 5.17 | 1.83 |
Data as of 06/05/2026, Common starting date is 06/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USISX (INCOME STOCK FUND INCOME STOCK FUND SHARES) |
-17.60%
Feb 2006 – Feb 2009 |
-7.91%
Feb 2004 – Feb 2009 |
-2.26%
Feb 1999 – Feb 2009 |
2.88%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USISX (INCOME STOCK FUND INCOME STOCK FUND SHARES) |
23.95%
Dec 1994 – Dec 1997 |
20.70%
Feb 2009 – Feb 2014 |
14.88%
Nov 1987 – Nov 1997 |
11.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart