BUSIX vs. FAUDX
Compare and contrast key facts about Sterling Capital Ultra Short Bond Fund (BUSIX) and Strategic Advisers Short Duration Fund (FAUDX).
BUSIX is managed by Sterling Capital. It was launched on Nov 30, 2012. FAUDX is managed by Fidelity. It was launched on Dec 20, 2011.
Performance
BUSIX vs. FAUDX - Performance Comparison
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BUSIX vs. FAUDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUSIX Sterling Capital Ultra Short Bond Fund | 0.83% | 4.93% | 5.87% | 5.09% | 0.32% | 0.31% | 2.16% | 3.27% | 1.66% | 1.37% |
FAUDX Strategic Advisers Short Duration Fund | -0.50% | 3.89% | 4.75% | 5.45% | -1.41% | -0.06% | 2.40% | 468.65% | 1.30% | 1.65% |
Returns By Period
In the year-to-date period, BUSIX achieves a 0.83% return, which is significantly higher than FAUDX's -0.50% return. Over the past 10 years, BUSIX has underperformed FAUDX with an annualized return of 2.68%, while FAUDX has yielded a comparatively higher 21.20% annualized return.
BUSIX
- 1D
- 0.04%
- 1M
- 0.05%
- YTD
- 0.83%
- 6M
- 1.93%
- 1Y
- 4.56%
- 3Y*
- 5.24%
- 5Y*
- 3.45%
- 10Y*
- 2.68%
FAUDX
- 1D
- 0.00%
- 1M
- -0.60%
- YTD
- -0.50%
- 6M
- -0.13%
- 1Y
- 2.11%
- 3Y*
- 4.05%
- 5Y*
- 2.40%
- 10Y*
- 21.20%
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BUSIX vs. FAUDX - Expense Ratio Comparison
BUSIX has a 0.27% expense ratio, which is higher than FAUDX's 0.26% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BUSIX vs. FAUDX — Risk / Return Rank
BUSIX
FAUDX
BUSIX vs. FAUDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Ultra Short Bond Fund (BUSIX) and Strategic Advisers Short Duration Fund (FAUDX). 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.
| BUSIX | FAUDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.78 | 1.34 | +2.44 |
Sortino ratioReturn per unit of downside risk | 13.61 | 2.21 | +11.40 |
Omega ratioGain probability vs. loss probability | 5.42 | 1.39 | +4.03 |
Calmar ratioReturn relative to maximum drawdown | 16.23 | 2.95 | +13.28 |
Martin ratioReturn relative to average drawdown | 104.01 | 12.69 | +91.32 |
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
| BUSIX | FAUDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.78 | 1.34 | +2.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.81 | 1.59 | +1.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.42 | 0.51 | +1.90 |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.10 | 0.42 | +1.68 |
Correlation
The correlation between BUSIX and FAUDX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BUSIX vs. FAUDX - Dividend Comparison
BUSIX's dividend yield for the trailing twelve months is around 3.89%, more than FAUDX's 2.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUSIX Sterling Capital Ultra Short Bond Fund | 3.89% | 4.29% | 4.65% | 3.48% | 1.87% | 1.24% | 1.72% | 2.60% | 2.05% | 1.57% | 1.74% | 1.36% |
FAUDX Strategic Advisers Short Duration Fund | 2.60% | 3.62% | 4.03% | 3.85% | 1.50% | 0.63% | 1.48% | 131.91% | 2.30% | 1.44% | 1.40% | 0.91% |
Drawdowns
BUSIX vs. FAUDX - Drawdown Comparison
The maximum BUSIX drawdown since its inception was -3.16%, smaller than the maximum FAUDX drawdown of -3.86%. Use the drawdown chart below to compare losses from any high point for BUSIX and FAUDX.
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Drawdown Indicators
| BUSIX | FAUDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.16% | -3.86% | +0.70% |
Max Drawdown (1Y)Largest decline over 1 year | -0.30% | -1.00% | +0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -1.46% | -3.10% | +1.64% |
Max Drawdown (10Y)Largest decline over 10 years | -3.16% | -3.86% | +0.70% |
Current DrawdownCurrent decline from peak | 0.00% | -0.80% | +0.80% |
Average DrawdownAverage peak-to-trough decline | -0.11% | -0.24% | +0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.05% | 0.23% | -0.18% |
Volatility
BUSIX vs. FAUDX - Volatility Comparison
The current volatility for Sterling Capital Ultra Short Bond Fund (BUSIX) is 0.36%, while Strategic Advisers Short Duration Fund (FAUDX) has a volatility of 0.51%. This indicates that BUSIX experiences smaller price fluctuations and is considered to be less risky than FAUDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUSIX | FAUDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.36% | 0.51% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 0.89% | 1.04% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.32% | 1.85% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.23% | 1.56% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.11% | 42.26% | -41.15% |