BUBSX vs. SADIX
Compare and contrast key facts about Baird Ultra Short Bond Fund (BUBSX) and Allspring Ultra Short-Term Income Fund (SADIX).
BUBSX is managed by Baird. It was launched on Dec 31, 2013. SADIX is managed by Allspring Global Investments. It was launched on Aug 31, 1999.
Performance
BUBSX vs. SADIX - Performance Comparison
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BUBSX vs. SADIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUBSX Baird Ultra Short Bond Fund | 0.70% | 4.53% | 5.47% | 5.43% | 0.70% | -0.05% | 1.66% | 2.87% | 1.61% | 1.05% |
SADIX Allspring Ultra Short-Term Income Fund | 0.33% | 5.28% | 6.34% | 6.27% | -0.56% | 0.22% | 2.73% | 3.82% | 1.68% | 1.50% |
Returns By Period
In the year-to-date period, BUBSX achieves a 0.70% return, which is significantly higher than SADIX's 0.33% return. Over the past 10 years, BUBSX has underperformed SADIX with an annualized return of 2.48%, while SADIX has yielded a comparatively higher 2.87% annualized return.
BUBSX
- 1D
- 0.00%
- 1M
- 0.13%
- YTD
- 0.70%
- 6M
- 1.69%
- 1Y
- 4.08%
- 3Y*
- 4.97%
- 5Y*
- 3.31%
- 10Y*
- 2.48%
SADIX
- 1D
- 0.00%
- 1M
- -0.34%
- YTD
- 0.33%
- 6M
- 1.56%
- 1Y
- 4.22%
- 3Y*
- 5.58%
- 5Y*
- 3.54%
- 10Y*
- 2.87%
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BUBSX vs. SADIX - Expense Ratio Comparison
BUBSX has a 0.40% expense ratio, which is higher than SADIX's 0.26% expense ratio.
Return for Risk
BUBSX vs. SADIX — Risk / Return Rank
BUBSX
SADIX
BUBSX vs. SADIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Ultra Short Bond Fund (BUBSX) and Allspring Ultra Short-Term Income Fund (SADIX). 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 | SADIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 6.30 | 3.13 | +3.17 |
Sortino ratioReturn per unit of downside risk | 17.90 | 8.89 | +9.01 |
Omega ratioGain probability vs. loss probability | 8.30 | 3.09 | +5.21 |
Calmar ratioReturn relative to maximum drawdown | 41.37 | 8.36 | +33.02 |
Martin ratioReturn relative to average drawdown | 223.49 | 39.57 | +183.92 |
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 | SADIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 6.30 | 3.13 | +3.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 4.42 | 2.61 | +1.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 3.54 | 2.18 | +1.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.11 | 1.80 | +1.31 |
Correlation
The correlation between BUBSX and SADIX is 0.20, 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. SADIX - Dividend Comparison
BUBSX's dividend yield for the trailing twelve months is around 4.11%, more than SADIX's 4.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUBSX Baird Ultra Short Bond Fund | 4.11% | 4.24% | 5.04% | 4.39% | 1.29% | 0.25% | 1.14% | 2.33% | 1.90% | 1.04% | 0.81% | 0.56% |
SADIX Allspring Ultra Short-Term Income Fund | 4.02% | 4.45% | 4.39% | 2.99% | 1.44% | 0.80% | 1.85% | 2.44% | 2.03% | 1.49% | 1.36% | 1.11% |
Drawdowns
BUBSX vs. SADIX - Drawdown Comparison
The maximum BUBSX drawdown since its inception was -1.88%, smaller than the maximum SADIX drawdown of -7.34%. Use the drawdown chart below to compare losses from any high point for BUBSX and SADIX.
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Drawdown Indicators
| BUBSX | SADIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.88% | -7.34% | +5.46% |
Max Drawdown (1Y)Largest decline over 1 year | -0.10% | -0.45% | +0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -0.83% | -2.16% | +1.33% |
Max Drawdown (10Y)Largest decline over 10 years | -1.88% | -4.67% | +2.79% |
Current DrawdownCurrent decline from peak | 0.00% | -0.34% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -0.08% | -0.38% | +0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.02% | 0.12% | -0.10% |
Volatility
BUBSX vs. SADIX - Volatility Comparison
The current volatility for Baird Ultra Short Bond Fund (BUBSX) is 0.17%, while Allspring Ultra Short-Term Income Fund (SADIX) has a volatility of 0.25%. This indicates that BUBSX experiences smaller price fluctuations and is considered to be less risky than SADIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUBSX | SADIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.17% | 0.25% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 0.46% | 1.00% | -0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.65% | 1.39% | -0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.75% | 1.37% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.70% | 1.32% | -0.62% |