Sortino ratio is not yet available for UGSDX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar mutual funds
The table compares U.S. Global Investors U.S. Government Ultra-Short Bond Fund's Sortino Ratio with other mutual funds in the Ultrashort Bond category across multiple time periods, showing how UGSDX's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| NUSIX | Navigator Ultra Short Term Bond Fund | 29.02 | |||
| FHQFX | Fidelity Series Treasury Bill Index Fund | 28.60 | |||
| PAIPX | PIMCO Short Asset Investment Fund | 26.36 | |||
| MUIIX | Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio | 23.95 | |||
| BUBSX | Baird Ultra Short Bond Fund | 23.03 | |||
| TLDIX | Thornburg Ultra Short Income Fund | 15.07 | |||
| FHCOX | Federated Hermes Conservative Microshort Fund | 12.72 | |||
| PLUIX | Pacific Funds Ultra Short Income | 12.47 | |||
| ENIAX | SEI Institutional Investments Trust Opportunistic Income Fund | 11.95 | |||
| BUBIX | Baird Ultra Short Bond Fund Institutional Class | 11.91 | |||
| UGSDX | U.S. Global Investors U.S. Government Ultra-Short Bond Fund | — |
Historical Sortino Ratio
The chart shows UGSDX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when UGSDX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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