Navigator Ultra Short Term Bond Fund (NUSIX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to NUSIX

NUSIX charges 0.71% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among NUSIX alternatives.

Symbol	Name	Expense Ratio	Inception
FHCOX	Federated Hermes Conservative Microshort Fund	0.05%	Feb 2, 2021	NUSIX vs FHCOX
DFIHX	DFA One Year Fixed Income Portfolio	0.13%	Jul 25, 1983	NUSIX vs DFIHX
CUTAX	Six Circles Tax Aware Ultra Short Duration Fund	0.15%	Jul 8, 2018	NUSIX vs CUTAX
BUBIX	Baird Ultra Short Bond Fund Institutional Class	0.15%	Dec 31, 2013	NUSIX vs BUBIX
DFYGX	DFA Two-Year Government Portfolio	0.17%	Jun 6, 1996	NUSIX vs DFYGX

Best Risk-Adjusted Alternatives to NUSIX

Among mutual funds in the Ultrashort Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
BUBSX	Baird Ultra Short Bond Fund	100	Dec 31, 2013	NUSIX vs BUBSX
FHQFX	Fidelity Series Treasury Bill Index Fund	100	Aug 28, 2018	NUSIX vs FHQFX
TRBUX	T. Rowe Price Ultra Short-Term Bond Fund	100	Dec 3, 2012	NUSIX vs TRBUX
BUBIX	Baird Ultra Short Bond Fund Institutional Class	100	Dec 31, 2013	NUSIX vs BUBIX
PAIPX	PIMCO Short Asset Investment Fund	100	May 31, 2012	NUSIX vs PAIPX

Top Performing NUSIX Alternatives (YTD)

NUSIX alternatives from the Ultrashort Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
DFYGX	DFA Two-Year Government Portfolio	0.88%	Jun 6, 1996	NUSIX vs DFYGX
BUSIX	Sterling Capital Ultra Short Bond Fund	0.83%	Nov 30, 2012	NUSIX vs BUSIX
DFIHX	DFA One Year Fixed Income Portfolio	0.81%	Jul 25, 1983	NUSIX vs DFIHX
NUSFX	Northern Ultra-Short Fixed Income Fund	0.75%	Jun 18, 2009	NUSIX vs NUSFX
CBUDX	CrossingBridge Ultra-Short Duration Fund	0.75%	Jun 29, 2021	NUSIX vs CBUDX

Lowest Volatility Alternatives to NUSIX

NUSIX alternatives from the Ultrashort Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
TMPFX	Tactical Multi-Purpose Fund	0.55%	Mar 30, 2017	NUSIX vs TMPFX
BUBSX	Baird Ultra Short Bond Fund	0.65%	Dec 31, 2013	NUSIX vs BUBSX
DFIHX	DFA One Year Fixed Income Portfolio	0.72%	Jul 25, 1983	NUSIX vs DFIHX
BUBIX	Baird Ultra Short Bond Fund Institutional Class	0.72%	Dec 31, 2013	NUSIX vs BUBIX
HUBBX	Hartford Ultrashort Bond HLS Fund	0.83%	Apr 1, 1998	NUSIX vs HUBBX

Lowest Drawdown Alternatives to NUSIX

NUSIX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
UGSDX	U.S. Global Investors U.S. Government Ultra-Short ...	0.00%	Dec 2, 2013	NUSIX vs UGSDX
TMPFX	Tactical Multi-Purpose Fund	0.00%	Mar 30, 2017	NUSIX vs TMPFX
FHQFX	Fidelity Series Treasury Bill Index Fund	-0.10%	Aug 28, 2018	NUSIX vs FHQFX
BUBSX	Baird Ultra Short Bond Fund	-0.10%	Dec 31, 2013	NUSIX vs BUBSX
MUIIX	Morgan Stanley Institutional Fund Trust Ultra-Shor...	-0.10%	Apr 28, 2016	NUSIX vs MUIIX

Other Mutual Funds from Navigator Funds

Most popular Navigator Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NTBIX	Navigator Tactical Fixed Income Fund	Nontraditional Bonds	8	-1.43%	Mar 26, 2014	NUSIX vs NTBIX
NTIIX	Navigator Tactical Investment Grade Bond Fund	Nontraditional Bonds	7	-1.45%	Aug 30, 2021	NUSIX vs NTIIX

Often Compared With NUSIX

What investors most often compare with NUSIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SRLN	SPDR Blackstone Senior Loan ETF	High Yield Bonds	71	-1.58%	Apr 3, 2013	NUSIX vs SRLN
CVX	Chevron Corporation		73	37.08%	—	NUSIX vs CVX
IGSB	iShares Short-Term Corporate Bond ETF	Corporate Bonds	94	0.14%	Jan 11, 2007	NUSIX vs IGSB
MINT	PIMCO Enhanced Short Maturity Active ETF	Ultrashort Bond	100	0.91%	Nov 16, 2009	NUSIX vs MINT
FLOT	iShares Floating Rate Bond ETF	Corporate Bonds	95	0.84%	Jun 14, 2011	NUSIX vs FLOT
GLDM	SPDR Gold MiniShares Trust	Precious Metals, Gold	88	8.57%	Jun 25, 2018	NUSIX vs GLDM
STIP	iShares 0-5 Year TIPS Bond ETF	Inflation-Protected Bonds	95	1.02%	Dec 1, 2010	NUSIX vs STIP
BKLN	Invesco Senior Loan ETF	High Yield Bonds	79	-1.27%	Mar 3, 2011	NUSIX vs BKLN
ISTB	iShares Core 1-5 Year USD Bond ETF	Short-Term Bond	95	0.10%	Oct 18, 2012	NUSIX vs ISTB
TFLO	iShares Treasury Floating Rate Bond ETF	Government Bonds	100	0.92%	Feb 3, 2014	NUSIX vs TFLO
GIYIX	Guggenheim Ultra Short Duration Fund	Ultrashort Bond	99	0.42%	Mar 11, 2014	NUSIX vs GIYIX
PSDSX	Palmer Square Ultra-Short Duration Investment Grad...	Ultrashort Bond	96	0.00%	Oct 7, 2016	NUSIX vs PSDSX
BBBIX	BBH Limited Duration Fund	Ultrashort Bond	99	0.23%	Jul 20, 2000	NUSIX vs BBBIX
SADIX	Allspring Ultra Short-Term Income Fund	Ultrashort Bond	99	0.33%	Aug 31, 1999	NUSIX vs SADIX
BBBMX	BBH Limited Duration Fund Class N	Ultrashort Bond	99	0.12%	Jul 20, 2000	NUSIX vs BBBMX
FZOLX	Fidelity SAI Low Duration Income Fund	Ultrashort Bond	99	0.40%	Oct 13, 2020	NUSIX vs FZOLX
PIASX	PIA Short Term Securities Fund	Ultrashort Bond	99	0.13%	Apr 29, 1994	NUSIX vs PIASX
CUSDX	Six Circles Ultra Short Duration Fund	Ultrashort Bond	99	0.25%	Jul 9, 2018	NUSIX vs CUSDX
USIAX	UBS Ultra Short Income Fund	Ultrashort Bond	98	0.13%	May 29, 2018	NUSIX vs USIAX
FAPGX	Fidelity Sustainable Low Duration Bond	Ultrashort Bond	99	0.49%	Apr 29, 2022	NUSIX vs FAPGX

Compare NUSIX with Any Fund or Stock

Compare NUSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Navigator Ultra Short Term Bond Fund

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