CBUDX vs. BUSIX

Last updated Jun 23, 2026

CBUDX (CrossingBridge Ultra-Short Duration Fund) and BUSIX (Sterling Capital Ultra Short Bond Fund) are both Ultrashort Bond funds. At a 0.11 correlation, their price movements are largely independent. CBUDX charges 0.89%/yr vs 0.27%/yr for BUSIX.

Performance

CBUDX vs. BUSIX - Performance Comparison

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

Returns By Period

CBUDX

• 1D: 0.10%
• 1M: 0.33%
• YTD: 1.74%
• 6M: 2.09%
• 1Y: 4.54%
• 3Y*: 5.35%
• 5Y*: —
• 10Y*: —

BUSIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CBUDX vs. BUSIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
CBUDX CrossingBridge Ultra-Short Duration Fund	1.74%	5.25%	5.83%	5.61%	2.25%	0.26%
BUSIX Sterling Capital Ultra Short Bond Fund	0.83%	4.93%	5.87%	5.09%	0.32%	0.07%

Correlation

The correlation between CBUDX and BUSIX is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.08
Correlation (3Y) Calculated over the trailing 3-year period	0.09
Correlation (All Time) Calculated using the full available price history since Jun 30, 2021	0.11

Return for Risk

CBUDX vs. BUSIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CBUDX

CBUDX Risk / Return Rank: 99
CBUDX Sharpe Ratio Rank: 100
CBUDX Sortino Ratio Rank: 99
CBUDX Omega Ratio Rank: 99
CBUDX Calmar Ratio Rank: 99
CBUDX Martin Ratio Rank: 100

BUSIX

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

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CBUDX vs. BUSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Ultra-Short Duration Fund (CBUDX) and Sterling Capital Ultra Short Bond Fund (BUSIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CBUDX	BUSIX	Difference
Sharpe ratio: Return per unit of total volatility	5.48	—	—
Sortino ratio: Return per unit of downside risk	10.32	—	—
Omega ratio: Gain probability vs. loss probability	4.30	—	—
Calmar ratio: Return relative to maximum drawdown	11.63	—	—
Martin ratio: Return relative to average drawdown	78.59	—	—

Drawdowns

Drawdown Indicators

	CBUDX	BUSIX	Difference
Max Drawdown Largest peak-to-trough decline	-0.40%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-0.40%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-0.40%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-0.03%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.06%	—	—

Volatility

Volatility by Period

	CBUDX	BUSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.28%	—	—
Volatility (6M) Calculated over the trailing 6-month period	0.68%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	0.85%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.91%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.91%	—	—

CBUDX vs. BUSIX - Expense Ratio Comparison

CBUDX has a 0.89% expense ratio, which is higher than BUSIX's 0.27% expense ratio.

Dividends

CBUDX vs. BUSIX - Dividend Comparison

CBUDX's dividend yield for the trailing twelve months is around 4.44%, more than BUSIX's 3.19% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
CBUDX CrossingBridge Ultra-Short Duration Fund	4.44%	4.61%	5.68%	5.67%	2.94%	0.16%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CBUDX and BUSIX in my portfolio?

CBUDX and BUSIX have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.