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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 65 Ultrashort Bond mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.


Category: Ultrashort Bond
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AOUIX
Angel Oak UltraShort Income FundUltrashort BondApr 2, 20180.53%
1.55%
4.60%
Western Asset Ultra-Short Income FundUltrashort BondJun 22, 19921.32%
1.13%
1.48%
2.77%
AAM/HIMCO Short Duration FundUltrashort BondJun 30, 20140.56%
1.09%
4.31%
BBH Limited Duration FundUltrashort BondJul 20, 20000.27%
1.27%
2.41%
4.49%
BlackRock Short Obligations FundUltrashort BondNov 15, 20120.30%
0.75%
1.68%
4.66%
Baird Ultra Short Bond FundUltrashort BondDec 31, 20130.40%
1.38%
1.62%
4.77%
Sterling Capital Ultra Short Bond FundUltrashort BondNov 30, 20120.27%
1.01%
1.74%
4.47%
Columbia Ultra Short Term Bond FundUltrashort BondMar 8, 20040.25%
1.05%
1.78%
4.05%
Calvert Ultra-Short Duration Income FundUltrashort BondOct 31, 20060.72%
1.03%
1.60%
4.68%
Six Circles Ultra Short Duration FundUltrashort BondJul 9, 20180.18%
1.01%
4.27%
Six Circles Tax Aware Ultra Short Duration FundUltrashort BondJul 8, 20180.15%
0.46%
3.03%
DFA One Year Fixed Income PortfolioUltrashort BondJul 25, 19830.13%
0.99%
1.17%
3.65%
DFA Two-Year Government PortfolioUltrashort BondJun 6, 19960.17%
1.33%
2.47%
4.19%
Delaware Investments Ultrashort FundUltrashort BondJun 30, 19780.40%
Eaton Vance Short Duration Government Income FundUltrashort BondSep 30, 20020.77%
-0.25%
1.11%
5.88%
Allspring Adjustable Rate Government FundUltrashort BondOct 1, 19910.47%
1.52%
1.65%
5.72%
SEI Institutional Investments Trust Opportunistic ...Ultrashort BondDec 13, 20060.23%
2.41%
3.50%
6.92%
Fidelity Sustainable Low Duration Bond FundFidelit...Ultrashort BondApr 13, 20220.35%
1.12%
3.56%
Strategic Advisers Short Duration FundUltrashort BondDec 20, 20110.26%
1.39%
1.73%
4.36%
Federated Hermes Government Ultrashort FundUltrashort BondJul 10, 19970.26%
1.52%
1.37%
5.41%

1–20 of 65

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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