BUBSX vs. BSBSX
Compare and contrast key facts about Baird Ultra Short Bond Fund (BUBSX) and Baird Short-Term Bond Fund Investor Class (BSBSX).
BUBSX is managed by Baird. It was launched on Dec 31, 2013. BSBSX is a passively managed fund by Baird that tracks the performance of the Bloomberg 1-3 Year U.S. Government/Credit Index. It was launched on Sep 19, 2012.
Performance
BUBSX vs. BSBSX - Performance Comparison
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BUBSX vs. BSBSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BSBSX Baird Short-Term Bond Fund Investor Class | 0.21% | 5.41% | 4.73% | 5.39% | -3.88% | -0.57% | 3.87% | 4.42% | 1.24% | 1.28% |
Returns By Period
In the year-to-date period, BUBSX achieves a 0.80% return, which is significantly higher than BSBSX's 0.21% return. Over the past 10 years, BUBSX has outperformed BSBSX with an annualized return of 2.49%, while BSBSX has yielded a comparatively lower 2.26% annualized return.
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%
BSBSX
- 1D
- 0.11%
- 1M
- -0.41%
- YTD
- 0.21%
- 6M
- 1.16%
- 1Y
- 3.89%
- 3Y*
- 4.75%
- 5Y*
- 2.20%
- 10Y*
- 2.26%
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BUBSX vs. BSBSX - Expense Ratio Comparison
BUBSX has a 0.40% expense ratio, which is lower than BSBSX's 0.55% expense ratio.
Return for Risk
BUBSX vs. BSBSX — Risk / Return Rank
BUBSX
BSBSX
BUBSX vs. BSBSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Ultra Short Bond Fund (BUBSX) and Baird Short-Term Bond Fund Investor Class (BSBSX). 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.
| BUBSX | BSBSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 6.41 | 2.54 | +3.88 |
Sortino ratioReturn per unit of downside risk | 18.34 | 3.98 | +14.36 |
Omega ratioGain probability vs. loss probability | 8.48 | 1.57 | +6.91 |
Calmar ratioReturn relative to maximum drawdown | 42.42 | 4.79 | +37.63 |
Martin ratioReturn relative to average drawdown | 229.13 | 19.62 | +209.51 |
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
| BUBSX | BSBSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 6.41 | 2.54 | +3.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 4.44 | 1.14 | +3.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 3.56 | 1.35 | +2.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.12 | 1.30 | +1.82 |
Correlation
The correlation between BUBSX and BSBSX is 0.29, 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
BUBSX vs. BSBSX - Dividend Comparison
BUBSX's dividend yield for the trailing twelve months is around 4.10%, more than BSBSX's 4.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BSBSX Baird Short-Term Bond Fund Investor Class | 4.05% | 4.10% | 4.08% | 3.16% | 1.54% | 1.17% | 2.37% | 2.24% | 1.96% | 1.49% | 1.35% | 1.37% |
Drawdowns
BUBSX vs. BSBSX - Drawdown Comparison
The maximum BUBSX drawdown since its inception was -1.88%, smaller than the maximum BSBSX drawdown of -6.29%. Use the drawdown chart below to compare losses from any high point for BUBSX and BSBSX.
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Drawdown Indicators
| BUBSX | BSBSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.88% | -6.29% | +4.41% |
Max Drawdown (1Y)Largest decline over 1 year | -0.10% | -0.84% | +0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -0.83% | -6.29% | +5.46% |
Max Drawdown (10Y)Largest decline over 10 years | -1.88% | -6.29% | +4.41% |
Current DrawdownCurrent decline from peak | 0.00% | -0.51% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -0.08% | -0.68% | +0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.02% | 0.20% | -0.18% |
Volatility
BUBSX vs. BSBSX - Volatility Comparison
The current volatility for Baird Ultra Short Bond Fund (BUBSX) is 0.20%, while Baird Short-Term Bond Fund Investor Class (BSBSX) has a volatility of 0.48%. This indicates that BUBSX experiences smaller price fluctuations and is considered to be less risky than BSBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUBSX | BSBSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.20% | 0.48% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 0.46% | 0.90% | -0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.65% | 1.58% | -0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.75% | 1.93% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.70% | 1.67% | -0.97% |