CBUDX vs. NUSIX

Last updated Apr 1, 2026

Compare and contrast key facts about CrossingBridge Ultra-Short Duration Fund (CBUDX) and Navigator Ultra Short Term Bond Fund (NUSIX).

CBUDX is managed by CrossingBridge. It was launched on Jun 29, 2021. NUSIX is managed by Navigator Funds. It was launched on Mar 21, 2019.

Performance

CBUDX vs. NUSIX - Performance Comparison

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

CBUDX vs. NUSIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
CBUDX CrossingBridge Ultra-Short Duration Fund	0.75%	5.25%	5.83%	5.61%	2.25%	0.26%
NUSIX Navigator Ultra Short Term Bond Fund	0.76%	4.63%	5.54%	5.64%	1.14%	0.01%

Returns By Period

The year-to-date returns for both investments are quite close, with CBUDX having a 0.75% return and NUSIX slightly higher at 0.76%.

CBUDX

• 1D: 0.10%
• 1M: 0.10%
• YTD: 0.75%
• 6M: 1.94%
• 1Y: 4.88%
• 3Y*: 5.46%
• 5Y*: —
• 10Y*: —

NUSIX

• 1D: 0.06%
• 1M: 0.16%
• YTD: 0.76%
• 6M: 1.88%
• 1Y: 4.27%
• 3Y*: 5.11%
• 5Y*: 3.54%
• 10Y*: —

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

CBUDX vs. NUSIX - Expense Ratio Comparison

CBUDX has a 0.89% expense ratio, which is higher than NUSIX's 0.71% expense ratio.

CBUDX

CrossingBridge Ultra-Short Duration Fund

NUSIX

Navigator Ultra Short Term Bond Fund

Return for Risk

CBUDX vs. NUSIX — Risk / Return Rank

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

CBUDX

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

NUSIX

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

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. NUSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CrossingBridge Ultra-Short Duration Fund (CBUDX) and Navigator Ultra Short Term Bond Fund (NUSIX). 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.

	CBUDX	NUSIX	Difference
Sharpe ratio Return per unit of total volatility	5.73	6.58	-0.84
Sortino ratio Return per unit of downside risk	10.91	20.79	-9.87
Omega ratio Gain probability vs. loss probability	4.60	10.67	-6.06
Calmar ratio Return relative to maximum drawdown	12.17	43.05	-30.88
Martin ratio Return relative to average drawdown	84.05	277.18	-193.12
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CBUDX vs. NUSIX - Sharpe Ratio Comparison

The current CBUDX Sharpe Ratio is 5.73, which is comparable to the NUSIX Sharpe Ratio of 6.58. The chart below compares the historical Sharpe Ratios of CBUDX and NUSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CBUDX	NUSIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	5.73	6.58	-0.84
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	4.68	—
Sharpe Ratio (All Time) Calculated using the full available price history	4.58	3.67	+0.91

Correlation

The correlation between CBUDX and NUSIX is 0.05, 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

CBUDX vs. NUSIX - Dividend Comparison

CBUDX's dividend yield for the trailing twelve months is around 4.57%, more than NUSIX's 4.20% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019
CBUDX CrossingBridge Ultra-Short Duration Fund	4.57%	4.61%	5.68%	5.67%	2.94%	0.16%	0.00%	0.00%
NUSIX Navigator Ultra Short Term Bond Fund	4.20%	4.25%	5.23%	4.92%	1.74%	0.66%	1.08%	1.99%

Drawdowns

CBUDX vs. NUSIX - Drawdown Comparison

The maximum CBUDX drawdown since its inception was -0.40%, smaller than the maximum NUSIX drawdown of -2.69%. Use the drawdown chart below to compare losses from any high point for CBUDX and NUSIX.

Drawdown Indicators

	CBUDX	NUSIX	Difference
Max Drawdown Largest peak-to-trough decline	-0.40%	-2.69%	+2.29%
Max Drawdown (1Y) Largest decline over 1 year	-0.40%	-0.10%	-0.30%
Max Drawdown (5Y) Largest decline over 5 years	—	-0.80%	—
Current Drawdown Current decline from peak	-0.30%	0.00%	-0.30%
Average Drawdown Average peak-to-trough decline	-0.03%	-0.08%	+0.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.06%	0.02%	+0.04%

Volatility

CBUDX vs. NUSIX - Volatility Comparison

CrossingBridge Ultra-Short Duration Fund (CBUDX) has a higher volatility of 0.42% compared to Navigator Ultra Short Term Bond Fund (NUSIX) at 0.18%. This indicates that CBUDX's price experiences larger fluctuations and is considered to be riskier than NUSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CBUDX	NUSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.42%	0.18%	+0.24%
Volatility (6M) Calculated over the trailing 6-month period	0.68%	0.44%	+0.24%
Volatility (1Y) Calculated over the trailing 1-year period	0.86%	0.65%	+0.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.92%	0.76%	+0.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.92%	0.83%	+0.09%