The Best Ultrashort Bond Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Ultrashort Bond mutual funds.
- Number of Funds
- 69
- Avg. Expense Ratio
- 0.48%
- Avg. Yield
- 4.10%
- Avg. 1 Year Return
- 4.22%
- Median Risk/Return Score
- 98 / 100
The Best Ultrashort Bond Mutual Funds
69 results
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.
Loading charts...
5 Years
Best Ultrashort Bond Mutual funds by Risk/Return Score
The top Ultrashort Bond Mutual funds by PortfoliosLab Risk/Return Score are NUSIX (100) and BUBSX (100).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | — | Dec 2013 | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | |
| SEI Institutional Investments Trust Opportunistic ... | 100 | — | Dec 2006 |
Best-Performing Ultrashort Bond Mutual funds Over 5 Years
The top Ultrashort Bond Mutual funds is SEMRX (4.82%).
Across the lineup, Ultrashort Bond Mutual funds show an average 1-year return of 4.22% and an average 5-year return of 3.11%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Semper Short Duration Fund | 4.82% | — | Dec 2010 | |
| SEI Institutional Investments Trust Opportunistic ... | 4.69% | — | Dec 2006 | |
| T. Rowe Price Ultra Short-Term Bond Fund | 4.32% | — | Dec 2012 | |
| BBH Limited Duration Fund | 4.00% | — | Jul 2000 | |
| Pioneer Multi-Asset Ultrashort Income Fund | 3.91% | — | Apr 2011 |
Lowest-Cost Ultrashort Bond Mutual funds
The top Ultrashort Bond Mutual funds is FHCOX (0.05%).
With an average expense ratio of 0.48%, Ultrashort Bond Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 |
Highest-Yield Ultrashort Bond Mutual funds
The top Ultrashort Bond Mutual funds is TRBUX (6.03%).
Across the lineup, Ultrashort Bond Mutual funds show an average dividend yield of 4.10%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| T. Rowe Price Ultra Short-Term Bond Fund | 6.03% | — | Dec 2012 | |
| SEI Institutional Investments Trust Opportunistic ... | 5.93% | — | Dec 2006 | |
| Semper Short Duration Fund | 5.67% | — | Dec 2010 | |
| Eaton Vance Short Duration Government Income Fund | 5.43% | — | Sep 2002 | |
| Fidelity SAI Low Duration Income Fund | 5.09% | — | Oct 2020 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 433 Mutual fundsLarge Cap Blend Equities · 411 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
TRBUX vs. SGOVTRBUX vs. PRCOXTRBUX vs. RPIFXTRBUX vs. VTAPXTRBUX vs. BIAFXFHQFX vs. SGOVFHQFX vs. GOVTFHQFX vs. HYSAFHQFX vs. SPTSFHQFX vs. FFRHXBBBIX vs. FJTDXBBBIX vs. TFLRBBBIX vs. VNLABBBIX vs. CLOABBBIX vs. FCNVXENIAX vs. PAAAENIAX vs. DBSCXENIAX vs. FLTRENIAX vs. HICOXENIAX vs. DFLYXDFIHX vs. DGCFXDFIHX vs. MEARDFIHX vs. DGSIXDFIHX vs. PRWBXDFIHX vs. DFACFZOLX vs. FXAIXFZOLX vs. SGOVFZOLX vs. FCNVXFZOLX vs. FNILXFZOLX vs. JAAAPSDYX vs. FTSMPSDYX vs. JPSTPSDYX vs. ICSHPSDYX vs. SPYPSDYX vs. PULSBUBSX vs. SGOVBUBSX vs. SPSBBUBSX vs. JPLDBUBSX vs. VBTLXBUBSX vs. PIMIXMYFRX vs. TSDLXMYFRX vs. FGUSXMYFRX vs. PTSHXMYFRX vs. PSRAXMYFRX vs. GIYIXSEMRX vs. DHEAXSEMRX vs. ^GSPCSEMRX vs. JAAASEMRX vs. TBUXSEMRX vs. SGOV