U.S. Global Investors U.S. Government Ultra-Short Bond Fund (UGSDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to UGSDX
UGSDX charges 1.06% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among UGSDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | Feb 2, 2021 | UGSDX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | Jul 25, 1983 | UGSDX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | Jul 8, 2018 | UGSDX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | Dec 31, 2013 | UGSDX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | Jun 6, 1996 | UGSDX vs DFYGX |
Best Risk-Adjusted Alternatives to UGSDX
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 | UGSDX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | Dec 31, 2013 | UGSDX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | 100 | Aug 28, 2018 | UGSDX vs FHQFX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 100 | Dec 3, 2012 | UGSDX vs TRBUX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | Dec 31, 2013 | UGSDX vs BUBIX |
Top Performing UGSDX Alternatives (YTD)
UGSDX 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 | UGSDX vs DFYGX | |
| Sterling Capital Ultra Short Bond Fund | 0.83% | Nov 30, 2012 | UGSDX vs BUSIX | |
| DFA One Year Fixed Income Portfolio | 0.81% | Jul 25, 1983 | UGSDX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | 0.76% | Mar 21, 2019 | UGSDX vs NUSIX | |
| Northern Ultra-Short Fixed Income Fund | 0.75% | Jun 18, 2009 | UGSDX vs NUSFX |
Lowest Volatility Alternatives to UGSDX
UGSDX 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 | UGSDX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.65% | Mar 21, 2019 | UGSDX vs NUSIX | |
| Baird Ultra Short Bond Fund | 0.65% | Dec 31, 2013 | UGSDX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 0.72% | Jul 25, 1983 | UGSDX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | Dec 31, 2013 | UGSDX vs BUBIX |
Lowest Drawdown Alternatives to UGSDX
UGSDX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.00% | Mar 30, 2017 | UGSDX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | Mar 21, 2019 | UGSDX vs NUSIX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | Apr 28, 2016 | UGSDX vs MUIIX | |
| Baird Ultra Short Bond Fund | -0.10% | Dec 31, 2013 | UGSDX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | Aug 28, 2018 | UGSDX vs FHQFX |
Other Mutual Funds from US Global
Most popular US Global mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| U.S. Global Investors Gold & Precious Metals Fund | Precious Metals | 91 | -3.65% | Jun 30, 1974 | UGSDX vs USERX | |
| U.S. Global Investors World Precious Minerals Fund | Precious Metals | 90 | -6.08% | Nov 26, 1985 | UGSDX vs UNWPX | |
| U.S. Global Investors Global Resources Fund | Energy Equities | 97 | 5.05% | Aug 2, 1983 | UGSDX vs PSPFX | |
| U.S. Global Investors Global Luxury Goods Fund | Consumer Discretionary Equities | 10 | -13.20% | May 2, 1995 | UGSDX vs USLUX | |
| U.S. Global Investors Near-Term Tax Free Fund | Municipal Bonds | 64 | -0.09% | Dec 3, 1990 | UGSDX vs NEARX |
Often Compared With UGSDX
What investors most often compare with UGSDX, 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.