Thornburg Ultra Short Income Fund (TLDIX) Alternatives
Thornburg Ultra Short Income Fund (TLDIX) 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 TLDIX. 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 TLDIX
TLDIX charges 0.76% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among TLDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | Feb 2, 2021 | TLDIX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | Jul 25, 1983 | TLDIX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | Jul 8, 2018 | TLDIX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | Dec 31, 2013 | TLDIX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | Jun 6, 1996 | TLDIX vs DFYGX |
Best Risk-Adjusted Alternatives to TLDIX
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 | |
|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | Mar 21, 2019 | TLDIX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | Dec 31, 2013 | TLDIX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | 100 | Aug 28, 2018 | TLDIX vs FHQFX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 100 | Dec 3, 2012 | TLDIX vs TRBUX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | Dec 31, 2013 | TLDIX vs BUBIX |
Top Performing TLDIX Alternatives (YTD)
TLDIX alternatives from the Ultrashort Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| DFA Two-Year Government Portfolio | 0.88% | Jun 6, 1996 | TLDIX vs DFYGX | |
| Sterling Capital Ultra Short Bond Fund | 0.83% | Nov 30, 2012 | TLDIX vs BUSIX | |
| DFA One Year Fixed Income Portfolio | 0.81% | Jul 25, 1983 | TLDIX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | 0.76% | Mar 21, 2019 | TLDIX vs NUSIX | |
| Northern Ultra-Short Fixed Income Fund | 0.75% | Jun 18, 2009 | TLDIX vs NUSFX |
Lowest Volatility Alternatives to TLDIX
TLDIX alternatives from the Ultrashort Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.55% | Mar 30, 2017 | TLDIX vs TMPFX | |
| Baird Ultra Short Bond Fund | 0.65% | Dec 31, 2013 | TLDIX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | 0.65% | Mar 21, 2019 | TLDIX vs NUSIX | |
| DFA One Year Fixed Income Portfolio | 0.72% | Jul 25, 1983 | TLDIX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | Dec 31, 2013 | TLDIX vs BUBIX |
Lowest Drawdown Alternatives to TLDIX
TLDIX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | Dec 2, 2013 | TLDIX vs UGSDX | |
| Tactical Multi-Purpose Fund | 0.00% | Mar 30, 2017 | TLDIX vs TMPFX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | Aug 28, 2018 | TLDIX vs FHQFX | |
| Baird Ultra Short Bond Fund | -0.10% | Dec 31, 2013 | TLDIX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | Mar 21, 2019 | TLDIX vs NUSIX |
Other Mutual Funds from Thornburg
Most popular Thornburg mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | Global Allocation | 98 | 7.98% | Dec 23, 2002 | TLDIX vs TIBAX | |
| Thornburg Investment Income Builder Fund Class I | Diversified Portfolio | 98 | 8.00% | Dec 24, 2002 | TLDIX vs TIBIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 79 | 0.56% | May 28, 1998 | TLDIX vs TGVAX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 85 | -0.55% | Dec 18, 2007 | TLDIX vs TSIIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 31 | -5.82% | Sep 30, 2015 | TLDIX vs TBWIX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 94 | 1.01% | Jul 28, 2006 | TLDIX vs THOIX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 47 | -0.52% | Mar 31, 2009 | TLDIX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 59 | -0.45% | Jul 21, 1991 | TLDIX vs THIMX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 9 | -6.59% | Jan 31, 2007 | TLDIX vs TINGX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 76 | -0.28% | Sep 27, 1984 | TLDIX vs LTMFX |
Often Compared With TLDIX
What investors most often compare with TLDIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Six Circles Ultra Short Duration Fund | Ultrashort Bond | 99 | 0.25% | Jul 9, 2018 | TLDIX vs CUSDX | |
| Fidelity SAI Low Duration Income Fund | Ultrashort Bond | 99 | 0.40% | Oct 13, 2020 | TLDIX vs FZOLX | |
| BBH Limited Duration Fund | Ultrashort Bond | 99 | 0.23% | Jul 20, 2000 | TLDIX vs BBBIX | |
| Strategic Advisers Short Duration Fund | Ultrashort Bond | 92 | -0.50% | Dec 20, 2011 | TLDIX vs FAUDX | |
| Franklin Adjustable U.S. Government Securities Fun... | Ultrashort Bond | 98 | 0.16% | Oct 20, 1987 | TLDIX vs FISAX |
Compare TLDIX with Any Fund or Stock
Compare TLDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.