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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.


Category is Ultrashort Bond
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Strategic Advisers Short Duration FundUltrashort BondDec 20, 20110.26%
-0.50%
21.20%
2.60%
85
Federated Hermes Government Ultrashort FundUltrashort BondJul 10, 19970.26%
0.58%
4.15%
99
Federated Hermes Conservative Microshort FundUltrashort BondFeb 2, 20210.05%
0.49%
4.12%
99
Fidelity Series Treasury Bill Index FundUltrashort BondAug 28, 20180.00%
0.48%
3.68%
100
Franklin Adjustable U.S. Government Securities Fun...Ultrashort BondOct 20, 19870.85%
0.30%
1.48%
4.14%
98
Federated Hermes Ultra Short Bond FundUltrashort BondMay 30, 19970.47%
0.30%
2.40%
4.32%
99
Fidelity SAI Low Duration Income FundUltrashort BondOct 13, 20200.22%
0.73%
5.15%
99
Goldman Sachs Enhanced Income FundUltrashort BondAug 2, 20000.36%
0.24%
2.38%
3.83%
98
Guggenheim Ultra Short Duration FundUltrashort BondMar 11, 20140.34%
0.42%
3.99%
99
Goldman Sachs Short-Term Conservative Income FundUltrashort BondFeb 28, 20140.24%
0.55%
2.46%
3.99%
99
Hartford Ultrashort Bond HLS FundUltrashort BondApr 1, 19980.69%
0.48%
1.99%
4.93%
99
Invesco Conservative Income FundUltrashort BondJul 1, 20140.27%
0.39%
2.47%
4.24%
99
JPMorgan Managed Income FundUltrashort BondSep 30, 20100.25%
0.35%
2.37%
3.88%
99
Lord Abbett Ultra Short Bond FundUltrashort BondOct 17, 20160.28%
0.40%
4.17%
99
Morgan Stanley Institutional Fund Trust Ultra-Shor...Ultrashort BondApr 28, 20160.35%
0.52%
3.85%
100
Metropolitan West Ultra Short Bond FundUltrashort BondJun 30, 20030.50%
0.23%
1.87%
3.28%
95
Pioneer Multi-Asset Ultrashort Income FundUltrashort BondApr 29, 20110.44%
0.52%
2.77%
4.44%
99
Northern Tax-Advantaged U-S Fixed IncomeUltrashort BondJun 18, 20090.25%
0.67%
1.58%
3.03%
97
Northern Ultra-Short Fixed Income FundUltrashort BondJun 18, 20090.28%
0.84%
2.36%
4.56%
99
Navigator Ultra Short Term Bond FundUltrashort BondMar 21, 20190.71%
0.76%
4.20%
100

Rows per page

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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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