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UBS Ultra Short Income Fund (USIAX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Aug 1, 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.

Sortino 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 Sortino 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 Aug 1, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
FHQFXFidelity Series Treasury Bill Index Fund40.01
NUSIXNavigator Ultra Short Term Bond Fund28.91
TMPFXTactical Multi-Purpose Fund21.21
PAIPXPIMCO Short Asset Investment Fund18.55
BUBSXBaird Ultra Short Bond Fund17.88
MUIIXMorgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio17.88
FCNVXFidelity Conservative Income Bond Institutional Class16.47
DFIHXDFA One Year Fixed Income Portfolio15.54
UGSDXU.S. Global Investors U.S. Government Ultra-Short Bond Fund15.52
TLDIXThornburg Ultra Short Income Fund14.63
USIAXUBS Ultra Short Income Fund—
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Historical Sortino Ratio

The chart shows USIAX'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 USIAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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