PortfoliosLab logoPortfoliosLab logo

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
PIMCO Short Asset Investment FundUltrashort BondMay 31, 20120.45%
0.67%
2.44%
3.76%
100
PIA Short Term Securities FundUltrashort BondApr 29, 19940.39%
0.13%
2.28%
4.10%
99
Pacific Funds Ultra Short IncomeUltrashort BondJun 28, 20190.32%
0.42%
4.49%
99
Permanent Portfolio Short-Term Treasury PortfolioUltrashort BondSep 21, 19870.65%
0.40%
1.22%
3.37%
99
Palmer Square Ultra-Short Duration Investment Grad...Ultrashort BondOct 7, 20160.53%
0.05%
3.57%
95
Putnam Ultra Short Duration Income FundUltrashort BondOct 17, 20110.30%
0.38%
2.45%
4.17%
99
Palmer Square Income Plus FundUltrashort BondFeb 28, 20140.75%
-0.50%
4.06%
3.34%
72
PIMCO Short Term FundUltrashort BondOct 7, 19870.45%
0.65%
2.95%
4.22%
99
Payden Limited Maturity FundUltrashort BondApr 29, 19940.25%
0.29%
2.71%
4.21%
98
RBC Ultra-Short Fixed Income FundUltrashort BondDec 30, 20130.48%
0.40%
2.98%
3.93%
98
Allspring Ultra Short-Term Income FundUltrashort BondAug 31, 19990.26%
0.45%
2.88%
4.01%
99
SA U.S. Fixed Income FundUltrashort BondApr 2, 20070.40%
0.39%
1.20%
4.20%
90
SEI Daily Income Ultra Short Duration Bond FundUltrashort BondSep 28, 19930.38%
0.21%
2.27%
3.78%
98
Semper Short Duration FundUltrashort BondDec 23, 20100.85%
0.67%
3.30%
5.29%
99
Virtus Seix U.S. Government Securities Ultra-Short...Ultrashort BondApr 11, 20020.41%
0.50%
2.16%
4.16%
99
Saratoga Municipal Bond PortfolioUltrashort BondSep 1, 19943.16%
0.00%
-0.09%
2.69%
40
Sit Quality Income FundUltrashort BondDec 31, 20120.90%
0.16%
2.08%
3.86%
87
SEI Institutional Investments Trust Ultra Short Du...Ultrashort BondFeb 28, 20110.22%
0.29%
2.48%
4.10%
99
Thornburg Ultra Short Income FundUltrashort BondDec 30, 20130.76%
0.55%
2.76%
4.24%
99
Tactical Multi-Purpose FundUltrashort BondMar 30, 20171.14%
0.71%
3.78%

Rows per page

41–60 of 68

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

Loading graphics...