BUSIX vs. USIAX
Compare and contrast key facts about Sterling Capital Ultra Short Bond Fund (BUSIX) and UBS Ultra Short Income Fund (USIAX).
BUSIX is managed by Sterling Capital. It was launched on Nov 30, 2012. USIAX is managed by UBS. It was launched on May 29, 2018.
Performance
BUSIX vs. USIAX - Performance Comparison
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BUSIX vs. USIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BUSIX Sterling Capital Ultra Short Bond Fund | 0.83% | 4.93% | 5.87% | 5.09% | 0.32% | 0.31% | 2.16% | 3.27% | 1.37% |
USIAX UBS Ultra Short Income Fund | 0.13% | 4.54% | 5.35% | 4.47% | -0.38% | -0.18% | 0.84% | 1.28% | -0.00% |
Returns By Period
In the year-to-date period, BUSIX achieves a 0.83% return, which is significantly higher than USIAX's 0.13% 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%
USIAX
- 1D
- 0.00%
- 1M
- -0.20%
- YTD
- 0.13%
- 6M
- 1.10%
- 1Y
- 3.49%
- 3Y*
- 4.57%
- 5Y*
- 2.77%
- 10Y*
- —
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BUSIX vs. USIAX - Expense Ratio Comparison
BUSIX has a 0.27% expense ratio, which is lower than USIAX's 0.35% expense ratio.
Return for Risk
BUSIX vs. USIAX — Risk / Return Rank
BUSIX
USIAX
BUSIX vs. USIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Ultra Short Bond Fund (BUSIX) and UBS Ultra Short Income Fund (USIAX). 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 | USIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.78 | 2.57 | +1.21 |
Sortino ratioReturn per unit of downside risk | 13.61 | 5.39 | +8.22 |
Omega ratioGain probability vs. loss probability | 5.42 | 3.22 | +2.20 |
Calmar ratioReturn relative to maximum drawdown | 16.23 | 4.91 | +11.31 |
Martin ratioReturn relative to average drawdown | 104.01 | 47.04 | +56.97 |
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 | USIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.78 | 2.57 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.81 | 0.50 | +2.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.10 | 0.46 | +1.64 |
Correlation
The correlation between BUSIX and USIAX is 0.43, 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. USIAX - Dividend Comparison
BUSIX's dividend yield for the trailing twelve months is around 3.89%, more than USIAX's 3.63% 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% |
USIAX UBS Ultra Short Income Fund | 3.63% | 4.43% | 5.10% | 3.74% | 1.44% | 0.12% | 0.93% | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BUSIX vs. USIAX - Drawdown Comparison
The maximum BUSIX drawdown since its inception was -3.16%, smaller than the maximum USIAX drawdown of -4.88%. Use the drawdown chart below to compare losses from any high point for BUSIX and USIAX.
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Drawdown Indicators
| BUSIX | USIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.16% | -4.88% | +1.72% |
Max Drawdown (1Y)Largest decline over 1 year | -0.30% | -0.81% | +0.51% |
Max Drawdown (5Y)Largest decline over 5 years | -1.46% | -4.88% | +3.42% |
Max Drawdown (10Y)Largest decline over 10 years | -3.16% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.20% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -0.11% | -0.22% | +0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.05% | 0.08% | -0.03% |
Volatility
BUSIX vs. USIAX - Volatility Comparison
Sterling Capital Ultra Short Bond Fund (BUSIX) has a higher volatility of 0.36% compared to UBS Ultra Short Income Fund (USIAX) at 0.14%. This indicates that BUSIX's price experiences larger fluctuations and is considered to be riskier than USIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUSIX | USIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.36% | 0.14% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 0.89% | 0.86% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.32% | 1.65% | -0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.23% | 5.63% | -4.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.11% | 4.50% | -3.39% |