U.S. Global Investors U.S. Government Ultra-Short Bond Fund (UGSDX) 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 UGSDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UGSDX
UGSDX charges 1.06% annually. There are 64 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 | UGSDX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | UGSDX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | UGSDX vs BUBIX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | UGSDX vs CUTAX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | UGSDX vs DFYGX |
Best Risk-Adjusted Alternatives to UGSDX
UGSDX has a PortfoliosLab risk / return rank of 99. There are 10 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | UGSDX vs NUSIX | |
| Tactical Multi-Purpose Fund | 100 | — | Mar 2017 | UGSDX vs TMPFX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | UGSDX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 100 | — | Jul 1983 | UGSDX vs DFIHX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | UGSDX vs PAIPX |
Top Performing UGSDX Alternatives (YTD)
UGSDX is at 1.62% YTD. There are 42 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Medalist Partners Short Duration Fund | 2.62% | — | Dec 2010 | UGSDX vs SEMRX | |
| PIMCO Short Term Fund | 2.39% | — | Oct 1987 | UGSDX vs PTSHX | |
| Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed... | 2.33% | — | Mar 2016 | UGSDX vs TSDUX | |
| SEI Institutional Investments Trust Opportunistic ... | 2.27% | — | Dec 2006 | UGSDX vs ENIAX | |
| Tactical Multi-Purpose Fund | 2.23% | — | Mar 2017 | UGSDX vs TMPFX |
Lowest Volatility Alternatives to UGSDX
UGSDX has 1.08% 1-year volatility. There are 15 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 0.61% | — | Mar 2019 | UGSDX vs NUSIX | |
| Tactical Multi-Purpose Fund | 0.61% | — | Mar 2017 | UGSDX vs TMPFX | |
| Baird Ultra Short Bond Fund | 0.65% | — | Dec 2013 | UGSDX vs BUBSX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.65% | — | Sep 1987 | UGSDX vs PRTBX | |
| DFA One Year Fixed Income Portfolio | 0.65% | — | Jul 1983 | UGSDX vs DFIHX |
Lowest Drawdown Alternatives to UGSDX
UGSDX has a 1-year max drawdown of -0.22%. There are 13 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Ultra Short Bond Fund | -0.10% | — | Dec 2013 | UGSDX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | UGSDX vs NUSIX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | UGSDX vs MUIIX | |
| Tactical Multi-Purpose Fund | -0.10% | — | Mar 2017 | UGSDX vs TMPFX | |
| PIMCO Short Asset Investment Fund | -0.10% | — | May 2012 | UGSDX vs PAIPX |
Other Mutual Funds from US Global
The 5 most viewed US Global mutual funds shown here include USERX, UNWPX, NEARX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| U.S. Global Investors Gold & Precious Metals Fund | Gold, Precious Metals | 31 | -11.22% | — | Jun 1974 | UGSDX vs USERX | |
| U.S. Global Investors World Precious Minerals Fund | Precious Metals | 49 | 0.63% | — | Nov 1985 | UGSDX vs UNWPX | |
| U.S. Global Investors Near-Term Tax Free Fund | Municipal Bonds | 22 | 0.32% | — | Dec 1990 | UGSDX vs NEARX | |
| U.S. Global Investors Global Resources Fund | Energy Equities | 53 | -4.83% | — | Aug 1983 | UGSDX vs PSPFX | |
| U.S. Global Investors Global Luxury Goods Fund | Consumer Discretionary Equities | 10 | -3.16% | — | May 1995 | UGSDX vs USLUX |
Often Compared With UGSDX
Investors most often compare UGSDX with PIASX, FAPDX, ^GSPC. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare UGSDX with Any Fund or Stock
Compare UGSDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UGSDX with funds that move differently
U.S. Global Investors U.S. Government Ultra-Short Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UGSDX.
Explore UGSDX Diversifiers