Navigator Ultra Short Term Bond Fund (NUSIX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NUSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NUSIX
NUSIX charges 0.71% annually. There are 55 mutual funds in the Ultrashort Bond category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | NUSIX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | NUSIX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | NUSIX vs BUBIX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | NUSIX vs CUTAX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | NUSIX vs DFYGX |
Best Risk-Adjusted Alternatives to NUSIX
NUSIX has a PortfoliosLab risk / return rank of 100. There is 1 mutual fund in the Ultrashort Bond category with a higher risk-adjusted rank, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 100 | — | Mar 2017 | NUSIX vs TMPFX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | NUSIX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 100 | — | Jul 1983 | NUSIX vs DFIHX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | NUSIX vs PAIPX | |
| Fidelity Series Treasury Bill Index Fund | 100 | — | Aug 2018 | NUSIX vs FHQFX |
Top Performing NUSIX Alternatives (YTD)
NUSIX is at 1.88% YTD. There are 13 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Semper Short Duration Fund | 2.62% | — | Dec 2010 | NUSIX vs SEMRX | |
| PIMCO Short Term Fund | 2.39% | — | Oct 1987 | NUSIX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 2.23% | — | May 2012 | NUSIX vs PAIPX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 2.12% | — | Dec 2012 | NUSIX vs TRBUX | |
| SEI Institutional Investments Trust Opportunistic ... | 2.01% | — | Dec 2006 | NUSIX vs ENIAX |
Lowest Volatility Alternatives to NUSIX
NUSIX has 0.61% 1-year volatility. There is 1 mutual fund in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.58% | — | Mar 2017 | NUSIX vs TMPFX | |
| DFA One Year Fixed Income Portfolio | 0.64% | — | Jul 1983 | NUSIX vs DFIHX | |
| Baird Ultra Short Bond Fund | 0.65% | — | Dec 2013 | NUSIX vs BUBSX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.65% | — | Sep 1987 | NUSIX vs PRTBX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | — | Dec 2013 | NUSIX vs BUBIX |
Lowest Drawdown Alternatives to NUSIX
NUSIX has a 1-year max drawdown of -0.10%. No mutual funds in the Ultrashort Bond category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | NUSIX vs FCNVX | |
| Baird Ultra Short Bond Fund | -0.10% | — | Dec 2013 | NUSIX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | NUSIX vs FHQFX | |
| DFA One Year Fixed Income Portfolio | -0.10% | — | Jul 1983 | NUSIX vs DFIHX | |
| Tactical Multi-Purpose Fund | -0.10% | — | Mar 2017 | NUSIX vs TMPFX |
Other Mutual Funds from Navigator Funds
The 2 most viewed Navigator Funds mutual funds shown here include NTBIX, NTIIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Navigator Tactical Fixed Income Fund | Nontraditional Bonds | 76 | 1.75% | — | Mar 2014 | NUSIX vs NTBIX | |
| Navigator Tactical Investment Grade Bond Fund | Nontraditional Bonds | 13 | -0.67% | — | Aug 2021 | NUSIX vs NTIIX |
Often Compared With NUSIX
Investors most often compare NUSIX with SRLN, IGSB, ISTB. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare NUSIX with Any Fund or Stock
Compare NUSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NUSIX with funds that move differently
Navigator Ultra Short Term Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NUSIX.
Explore NUSIX Diversifiers