DFIHX vs. USIAX
Compare and contrast key facts about DFA One Year Fixed Income Portfolio (DFIHX) and UBS Ultra Short Income Fund (USIAX).
DFIHX is managed by Dimensional. It was launched on Jul 25, 1983. USIAX is managed by UBS. It was launched on May 29, 2018.
Performance
DFIHX vs. USIAX - Performance Comparison
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DFIHX vs. USIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DFIHX DFA One Year Fixed Income Portfolio | 0.81% | 3.41% | 5.41% | 4.98% | -1.19% | -0.19% | 0.62% | 2.44% | 1.35% |
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, DFIHX achieves a 0.81% return, which is significantly higher than USIAX's 0.13% return.
DFIHX
- 1D
- -0.06%
- 1M
- 0.23%
- YTD
- 0.81%
- 6M
- 1.89%
- 1Y
- 3.69%
- 3Y*
- 4.47%
- 5Y*
- 2.61%
- 10Y*
- 1.92%
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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DFIHX vs. USIAX - Expense Ratio Comparison
DFIHX has a 0.13% expense ratio, which is lower than USIAX's 0.35% expense ratio.
Return for Risk
DFIHX vs. USIAX — Risk / Return Rank
DFIHX
USIAX
DFIHX vs. USIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA One Year Fixed Income Portfolio (DFIHX) 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.
| DFIHX | USIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 5.38 | 2.57 | +2.81 |
Sortino ratioReturn per unit of downside risk | 9.47 | 5.39 | +4.09 |
Omega ratioGain probability vs. loss probability | 8.43 | 3.22 | +5.22 |
Calmar ratioReturn relative to maximum drawdown | 8.71 | 4.91 | +3.80 |
Martin ratioReturn relative to average drawdown | 37.74 | 47.04 | -9.30 |
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
| DFIHX | USIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.38 | 2.57 | +2.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.65 | 0.50 | +2.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.52 | 0.46 | +1.07 |
Correlation
The correlation between DFIHX and USIAX is 0.12, 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
DFIHX vs. USIAX - Dividend Comparison
DFIHX's dividend yield for the trailing twelve months is around 3.73%, more than USIAX's 3.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIHX DFA One Year Fixed Income Portfolio | 3.73% | 3.26% | 4.99% | 3.37% | 1.07% | 0.00% | 0.62% | 2.12% | 1.85% | 1.13% | 0.66% | 0.51% |
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
DFIHX vs. USIAX - Drawdown Comparison
The maximum DFIHX drawdown since its inception was -2.53%, smaller than the maximum USIAX drawdown of -4.88%. Use the drawdown chart below to compare losses from any high point for DFIHX and USIAX.
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Drawdown Indicators
| DFIHX | USIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.53% | -4.88% | +2.35% |
Max Drawdown (1Y)Largest decline over 1 year | -0.39% | -0.81% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -2.26% | -4.88% | +2.62% |
Max Drawdown (10Y)Largest decline over 10 years | -2.26% | — | — |
Current DrawdownCurrent decline from peak | -0.06% | -0.20% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -0.15% | -0.22% | +0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.09% | 0.08% | +0.01% |
Volatility
DFIHX vs. USIAX - Volatility Comparison
DFA One Year Fixed Income Portfolio (DFIHX) has a higher volatility of 0.18% compared to UBS Ultra Short Income Fund (USIAX) at 0.14%. This indicates that DFIHX'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
| DFIHX | USIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.18% | 0.14% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 0.41% | 0.86% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.72% | 1.65% | -0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.99% | 5.63% | -4.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.79% | 4.50% | -3.71% |