BUBIX vs. BSBIX
Compare and contrast key facts about Baird Ultra Short Bond Fund Institutional Class (BUBIX) and Baird Short-Term Bond Fund Institutional Class (BSBIX).
BUBIX is an actively managed fund by Baird. It was launched on Dec 31, 2013. 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.
Performance
BUBIX vs. BSBIX - Performance Comparison
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BUBIX vs. BSBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUBIX Baird Ultra Short Bond Fund Institutional Class | 0.51% | 4.44% | 5.65% | 5.71% | 0.96% | 0.20% | 1.66% | 3.11% | 1.95% | 1.30% |
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% |
Returns By Period
In the year-to-date period, BUBIX achieves a 0.51% return, which is significantly higher than BSBIX's 0.27% return. Over the past 10 years, BUBIX has outperformed BSBIX with an annualized return of 2.65%, while BSBIX has yielded a comparatively lower 2.51% annualized return.
BUBIX
- 1D
- 0.10%
- 1M
- -0.10%
- YTD
- 0.51%
- 6M
- 1.58%
- 1Y
- 4.09%
- 3Y*
- 5.04%
- 5Y*
- 3.46%
- 10Y*
- 2.65%
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%
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BUBIX vs. BSBIX - Expense Ratio Comparison
BUBIX has a 0.15% expense ratio, which is lower than BSBIX's 0.30% expense ratio.
Return for Risk
BUBIX vs. BSBIX — Risk / Return Rank
BUBIX
BSBIX
BUBIX vs. BSBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Ultra Short Bond Fund Institutional Class (BUBIX) and Baird Short-Term Bond Fund Institutional Class (BSBIX). 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.
| BUBIX | BSBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 5.72 | 3.02 | +2.70 |
Sortino ratioReturn per unit of downside risk | 11.49 | 4.76 | +6.72 |
Omega ratioGain probability vs. loss probability | 6.46 | 1.81 | +4.66 |
Calmar ratioReturn relative to maximum drawdown | 13.82 | 4.54 | +9.28 |
Martin ratioReturn relative to average drawdown | 121.86 | 20.13 | +101.73 |
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
| BUBIX | BSBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.72 | 3.02 | +2.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 4.37 | 1.28 | +3.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 3.74 | 1.51 | +2.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.39 | 1.64 | +1.75 |
Correlation
The correlation between BUBIX and BSBIX is 0.25, 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
BUBIX vs. BSBIX - Dividend Comparison
BUBIX's dividend yield for the trailing twelve months is around 4.02%, less than BSBIX's 4.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUBIX Baird Ultra Short Bond Fund Institutional Class | 4.02% | 4.16% | 5.31% | 4.65% | 1.56% | 0.50% | 1.44% | 2.57% | 2.13% | 1.29% | 1.04% | 0.80% |
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% |
Drawdowns
BUBIX vs. BSBIX - Drawdown Comparison
The maximum BUBIX drawdown since its inception was -1.88%, smaller than the maximum BSBIX drawdown of -5.95%. Use the drawdown chart below to compare losses from any high point for BUBIX and BSBIX.
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Drawdown Indicators
| BUBIX | BSBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.88% | -5.95% | +4.07% |
Max Drawdown (1Y)Largest decline over 1 year | -0.30% | -0.94% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -0.68% | -5.95% | +5.27% |
Max Drawdown (10Y)Largest decline over 10 years | -1.88% | -5.95% | +4.07% |
Current DrawdownCurrent decline from peak | -0.20% | -0.59% | +0.39% |
Average DrawdownAverage peak-to-trough decline | -0.05% | -0.55% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.03% | 0.21% | -0.18% |
Volatility
BUBIX vs. BSBIX - Volatility Comparison
The current volatility for Baird Ultra Short Bond Fund Institutional Class (BUBIX) is 0.36%, while Baird Short-Term Bond Fund Institutional Class (BSBIX) has a volatility of 0.53%. This indicates that BUBIX experiences smaller price fluctuations and is considered to be less risky than BSBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUBIX | BSBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.36% | 0.53% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 0.55% | 0.86% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.72% | 1.42% | -0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.80% | 1.93% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.71% | 1.67% | -0.96% |