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U.S. Global Investors U.S. Government Ultra-Short Bond Fund (UGSDX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

The fund invests at least 80% of its net assets in United States Treasury debt securities and obligations of agencies and instrumentalities of the United States, including repurchase agreements collateralized with such securities.

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 24, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
TMPFXTactical Multi-Purpose Fund37.61
FHQFXFidelity Series Treasury Bill Index Fund28.60
NUSIXNavigator Ultra Short Term Bond Fund28.33
PAIPXPIMCO Short Asset Investment Fund26.36
BUBSXBaird Ultra Short Bond Fund17.60
MUIIXMorgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio16.53
TLDIXThornburg Ultra Short Income Fund15.01
PLUIXPacific Funds Ultra Short Income13.18
PTSHXPIMCO Short Term Fund12.09
CMGUXColumbia Ultra Short Term Bond Fund11.82
UGSDXU.S. Global Investors U.S. Government Ultra-Short Bond Fund—

S&P 500 Index

How to choose period

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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