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BUSIX vs. USIAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BUSIX vs. USIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Ultra Short Bond Fund (BUSIX) and UBS Ultra Short Income Fund (USIAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BUSIX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

USIAX

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BUSIX vs. USIAX - Yearly Performance Comparison


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Return for Risk

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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BUSIX vs. USIAX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BUSIXUSIAXDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

12.88

Drawdowns

BUSIX vs. USIAX - Drawdown Comparison


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Drawdown Indicators


BUSIXUSIAXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

0.00%

Volatility

BUSIX vs. USIAX - Volatility Comparison


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Volatility by Period


BUSIXUSIAXDifference

Volatility (1Y)

Calculated over the trailing 1-year period

2.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.98%

BUSIX vs. USIAX - Expense Ratio Comparison

BUSIX has a 0.27% expense ratio, which is lower than USIAX's 0.35% expense ratio.


Dividends

BUSIX vs. USIAX - Dividend Comparison

BUSIX's dividend yield for the trailing twelve months is around 3.19%, more than USIAX's 0.32% yield.


PositionTTM20252024202320222021202020192018201720162015
BUSIX
Sterling Capital Ultra Short Bond Fund
3.19%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
0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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