BSBIX vs. BUBSX
Compare and contrast key facts about Baird Short-Term Bond Fund Institutional Class (BSBIX) and Baird Ultra Short Bond Fund (BUBSX).
BSBIX is a passively managed fund by Baird that tracks the performance of the Bloomberg Barclays 1-3 Year U.S. Government/Credit Bond Index. It was launched on Aug 31, 2004. BUBSX is managed by Baird. It was launched on Dec 31, 2013.
Performance
BSBIX vs. BUBSX - Performance Comparison
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BSBIX vs. BUBSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSBIX Baird Short-Term Bond Fund Institutional Class | 0.27% | 5.67% | 4.99% | 5.65% | -3.64% | -0.42% | 4.23% | 4.68% | 1.49% | 1.53% |
BUBSX Baird Ultra Short Bond Fund | 0.80% | 4.53% | 5.47% | 5.43% | 0.70% | -0.05% | 1.66% | 2.87% | 1.61% | 1.05% |
Returns By Period
In the year-to-date period, BSBIX achieves a 0.27% return, which is significantly lower than BUBSX's 0.80% return. Both investments have delivered pretty close results over the past 10 years, with BSBIX having a 2.51% annualized return and BUBSX not far behind at 2.49%.
BSBIX
- 1D
- 0.00%
- 1M
- -0.39%
- YTD
- 0.27%
- 6M
- 1.29%
- 1Y
- 4.15%
- 3Y*
- 5.01%
- 5Y*
- 2.46%
- 10Y*
- 2.51%
BUBSX
- 1D
- 0.10%
- 1M
- 0.22%
- YTD
- 0.80%
- 6M
- 1.79%
- 1Y
- 4.18%
- 3Y*
- 5.01%
- 5Y*
- 3.33%
- 10Y*
- 2.49%
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BSBIX vs. BUBSX - Expense Ratio Comparison
BSBIX has a 0.30% expense ratio, which is lower than BUBSX's 0.40% expense ratio.
Return for Risk
BSBIX vs. BUBSX — Risk / Return Rank
BSBIX
BUBSX
BSBIX vs. BUBSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Short-Term Bond Fund Institutional Class (BSBIX) and Baird Ultra Short Bond Fund (BUBSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BSBIX | BUBSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.02 | 6.41 | -3.39 |
Sortino ratioReturn per unit of downside risk | 4.76 | 18.34 | -13.58 |
Omega ratioGain probability vs. loss probability | 1.81 | 8.48 | -6.68 |
Calmar ratioReturn relative to maximum drawdown | 4.54 | 42.42 | -37.88 |
Martin ratioReturn relative to average drawdown | 20.13 | 229.13 | -209.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSBIX | BUBSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.02 | 6.41 | -3.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 4.44 | -3.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.51 | 3.56 | -2.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.64 | 3.12 | -1.48 |
Correlation
The correlation between BSBIX and BUBSX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BSBIX vs. BUBSX - Dividend Comparison
BSBIX's dividend yield for the trailing twelve months is around 4.30%, more than BUBSX's 4.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSBIX Baird Short-Term Bond Fund Institutional Class | 4.30% | 4.35% | 4.34% | 3.41% | 1.79% | 1.42% | 2.61% | 2.49% | 2.20% | 1.73% | 1.60% | 1.62% |
BUBSX Baird Ultra Short Bond Fund | 4.10% | 4.24% | 5.04% | 4.39% | 1.29% | 0.25% | 1.14% | 2.33% | 1.90% | 1.04% | 0.81% | 0.56% |
Drawdowns
BSBIX vs. BUBSX - Drawdown Comparison
The maximum BSBIX drawdown since its inception was -5.95%, which is greater than BUBSX's maximum drawdown of -1.88%. Use the drawdown chart below to compare losses from any high point for BSBIX and BUBSX.
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Drawdown Indicators
| BSBIX | BUBSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.95% | -1.88% | -4.07% |
Max Drawdown (1Y)Largest decline over 1 year | -0.94% | -0.10% | -0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -5.95% | -0.83% | -5.12% |
Max Drawdown (10Y)Largest decline over 10 years | -5.95% | -1.88% | -4.07% |
Current DrawdownCurrent decline from peak | -0.59% | 0.00% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -0.55% | -0.08% | -0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.21% | 0.02% | +0.19% |
Volatility
BSBIX vs. BUBSX - Volatility Comparison
Baird Short-Term Bond Fund Institutional Class (BSBIX) has a higher volatility of 0.53% compared to Baird Ultra Short Bond Fund (BUBSX) at 0.20%. This indicates that BSBIX's price experiences larger fluctuations and is considered to be riskier than BUBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSBIX | BUBSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.53% | 0.20% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 0.86% | 0.46% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.42% | 0.65% | +0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.93% | 0.75% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.67% | 0.70% | +0.97% |