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UBS Ultra Short Income Fund (USIAX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

Under normal circumstances, the fund invests in fixed income securities and money market instruments. It will, under normal circumstances, invest more than 25% of its total assets in the financial services group of industries. The fund may invest in money market funds. It may invest in securities of any maturity, but will generally limit its weighted average portfolio duration to one year or less.

Sharpe ratio is not yet available for USIAX. 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 UBS Ultra Short Income Fund's Sharpe Ratio with other mutual funds in the Ultrashort Bond category across multiple time periods, showing how USIAX'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 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
NUSIXNavigator Ultra Short Term Bond Fund7.02
TMPFXTactical Multi-Purpose Fund6.81
BUBSXBaird Ultra Short Bond Fund6.62
BUBIXBaird Ultra Short Bond Fund Institutional Class5.81
CBUDXCrossingBridge Ultra-Short Duration Fund5.66
ENIAXSEI Institutional Investments Trust Opportunistic Income Fund5.58
DFIHXDFA One Year Fixed Income Portfolio5.28
CUSDXSix Circles Ultra Short Duration Fund4.90
PRTBXPermanent Portfolio Short-Term Treasury Portfolio4.64
HUBBXHartford Ultrashort Bond HLS Fund4.32
USIAXUBS Ultra Short Income Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows USIAX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when USIAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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