Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UISCX (SMALL CAP STOCK FUND SMALL CAP STOCK FUND INSTITUTIONAL SHARES) | 20.90% | 37.68% | 14.94% | -3.11% | 6.37% | 7.30% | NA | … | … |
Data as of 06/12/2026, Common starting date is 12/17/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UISCX (SMALL CAP STOCK FUND SMALL CAP STOCK FUND INSTITUTIONAL SHARES) | 12/17/2008 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.52 | 37.68 | 14.94 | -3.11 | 6.37 | 7.30 | NA | … | … | 20.90 | 9.25 | 5.36 | 17.53 | -24.35 | -18.16 | 22.58 | 29.16 | -9.95 | 10.26 | 19.14 | -5.23 | 2.63 | 37.96 | 15.47 | -1.86 | 28.12 | 28.64 | 3.11 |
| Sharpe Ratio | NA | 1.93 | 0.58 | -0.20 | 0.17 | NA | NA | … | … | 2.71 | 0.28 | 0.09 | 0.72 | -0.87 | -0.41 | 0.50 | 1.82 | -0.66 | 0.80 | 1.08 | -0.34 | 0.18 | 2.87 | 0.96 | -0.06 | 1.25 | 0.91 | 3.88 |
| Standard Deviation(%) | NA | 18.12 | 20.30 | 28.34 | 26.58 | NA | NA | … | … | 18.53 | 22.49 | 19.86 | 19.34 | 29.60 | 44.45 | 44.34 | 15.18 | 17.24 | 11.98 | 17.59 | 15.54 | 14.48 | 13.19 | 16.12 | 31.38 | 22.40 | 31.34 | 34.92 |
| Draw Down(%) | NA | 9.09 | 28.11 | 53.20 | 53.20 | NA | NA | … | … | 9.09 | 24.04 | 9.53 | 16.93 | 27.11 | 38.91 | 42.42 | 8.40 | 26.41 | 6.50 | 14.10 | 16.98 | 11.71 | 5.92 | 12.61 | 27.74 | 17.71 | 30.03 | 3.81 |
| Yield(%) | 0.00 | 7.90 | 4.99 | 1.68 | 5.95 | 7.20 | 9.18 | … | … | 0.00 | 7.60 | 5.96 | 0.31 | 0.00 | 0.00 | 9.47 | 11.52 | 10.97 | 10.91 | 1.65 | 8.13 | 10.84 | 11.24 | 2.95 | 0.37 | 0.65 | 0.00 | 0.39 |
Data as of 06/12/2026, Common starting date is 12/17/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UISCX (SMALL CAP STOCK FUND SMALL CAP STOCK FUND INSTITUTIONAL SHARES) |
-15.45%
Apr 2021 – Apr 2024 |
-5.78%
Mar 2021 – Mar 2026 |
1.57%
Oct 2013 – Oct 2023 |
5.23%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UISCX (SMALL CAP STOCK FUND SMALL CAP STOCK FUND INSTITUTIONAL SHARES) |
30.10%
Feb 2009 – Feb 2012 |
26.45%
Feb 2009 – Feb 2014 |
15.83%
Feb 2009 – Feb 2019 |
10.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart