BUBIX vs. PTSHX
Compare and contrast key facts about Baird Ultra Short Bond Fund Institutional Class (BUBIX) and PIMCO Short Term Fund (PTSHX).
BUBIX is an actively managed fund by Baird. It was launched on Dec 31, 2013. PTSHX is managed by PIMCO. It was launched on Oct 7, 1987.
Performance
BUBIX vs. PTSHX - Performance Comparison
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BUBIX vs. PTSHX - 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% |
PTSHX PIMCO Short Term Fund | 0.55% | 4.88% | 6.43% | 6.09% | -0.55% | 0.02% | 2.75% | 2.74% | 1.51% | 2.43% |
Returns By Period
In the year-to-date period, BUBIX achieves a 0.51% return, which is significantly lower than PTSHX's 0.55% return. Over the past 10 years, BUBIX has underperformed PTSHX with an annualized return of 2.65%, while PTSHX has yielded a comparatively higher 2.94% 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%
PTSHX
- 1D
- 0.00%
- 1M
- -0.21%
- YTD
- 0.55%
- 6M
- 1.81%
- 1Y
- 4.32%
- 3Y*
- 5.64%
- 5Y*
- 3.39%
- 10Y*
- 2.94%
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BUBIX vs. PTSHX - Expense Ratio Comparison
BUBIX has a 0.15% expense ratio, which is lower than PTSHX's 0.45% expense ratio.
Return for Risk
BUBIX vs. PTSHX — Risk / Return Rank
BUBIX
PTSHX
BUBIX vs. PTSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Ultra Short Bond Fund Institutional Class (BUBIX) and PIMCO Short Term Fund (PTSHX). 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 | PTSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 5.72 | 3.08 | +2.64 |
Sortino ratioReturn per unit of downside risk | 11.49 | 9.70 | +1.78 |
Omega ratioGain probability vs. loss probability | 6.46 | 3.28 | +3.19 |
Calmar ratioReturn relative to maximum drawdown | 13.82 | 11.16 | +2.65 |
Martin ratioReturn relative to average drawdown | 121.86 | 42.92 | +78.93 |
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 | PTSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.72 | 3.08 | +2.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 4.37 | 2.48 | +1.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 3.74 | 2.20 | +1.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.39 | 1.70 | +1.69 |
Correlation
The correlation between BUBIX and PTSHX is 0.08, 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. PTSHX - Dividend Comparison
BUBIX's dividend yield for the trailing twelve months is around 4.02%, less than PTSHX's 4.22% 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% |
PTSHX PIMCO Short Term Fund | 4.22% | 4.75% | 5.16% | 4.51% | 2.80% | 0.63% | 1.78% | 2.92% | 2.65% | 1.69% | 1.67% | 1.57% |
Drawdowns
BUBIX vs. PTSHX - Drawdown Comparison
The maximum BUBIX drawdown since its inception was -1.88%, smaller than the maximum PTSHX drawdown of -5.12%. Use the drawdown chart below to compare losses from any high point for BUBIX and PTSHX.
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Drawdown Indicators
| BUBIX | PTSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.88% | -5.12% | +3.24% |
Max Drawdown (1Y)Largest decline over 1 year | -0.30% | -0.41% | +0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -0.68% | -2.33% | +1.65% |
Max Drawdown (10Y)Largest decline over 10 years | -1.88% | -4.79% | +2.91% |
Current DrawdownCurrent decline from peak | -0.20% | -0.21% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -0.05% | -0.19% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.03% | 0.11% | -0.08% |
Volatility
BUBIX vs. PTSHX - Volatility Comparison
Baird Ultra Short Bond Fund Institutional Class (BUBIX) has a higher volatility of 0.36% compared to PIMCO Short Term Fund (PTSHX) at 0.21%. This indicates that BUBIX's price experiences larger fluctuations and is considered to be riskier than PTSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUBIX | PTSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.36% | 0.21% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 0.55% | 0.94% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.72% | 1.44% | -0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.80% | 1.37% | -0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.71% | 1.34% | -0.63% |