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UBS Ultra Short Income Fund (USIAX) Sortino 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.

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 Jun 3, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
NUSIXNavigator Ultra Short Term Bond Fund29.70
FHQFXFidelity Series Treasury Bill Index Fund28.60
PAIPXPIMCO Short Asset Investment Fund26.36
MUIIXMorgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio23.95
BUBSXBaird Ultra Short Bond Fund23.03
TLDIXThornburg Ultra Short Income Fund15.07
FHCOXFederated Hermes Conservative Microshort Fund13.01
PLUIXPacific Funds Ultra Short Income12.47
ENIAXSEI Institutional Investments Trust Opportunistic Income Fund11.95
CMGUXColumbia Ultra Short Term Bond Fund11.91
USIAXUBS Ultra Short Income Fund—

S&P 500 Index

How to choose period

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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