FAUDX vs. BUSIX
Compare and contrast key facts about Strategic Advisers Short Duration Fund (FAUDX) and Sterling Capital Ultra Short Bond Fund (BUSIX).
FAUDX is managed by Fidelity. It was launched on Dec 20, 2011. BUSIX is managed by Sterling Capital. It was launched on Nov 30, 2012.
Performance
FAUDX vs. BUSIX - Performance Comparison
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FAUDX vs. BUSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAUDX Strategic Advisers Short Duration Fund | -0.50% | 3.89% | 4.75% | 5.45% | -1.41% | -0.06% | 2.40% | 468.65% | 1.30% | 1.65% |
BUSIX Sterling Capital Ultra Short Bond Fund | 0.83% | 4.93% | 5.87% | 5.09% | 0.32% | 0.31% | 2.16% | 3.27% | 1.66% | 1.37% |
Returns By Period
In the year-to-date period, FAUDX achieves a -0.50% return, which is significantly lower than BUSIX's 0.83% return. Over the past 10 years, FAUDX has outperformed BUSIX with an annualized return of 21.20%, while BUSIX has yielded a comparatively lower 2.68% annualized return.
FAUDX
- 1D
- 0.20%
- 1M
- -0.70%
- YTD
- -0.50%
- 6M
- -0.13%
- 1Y
- 2.00%
- 3Y*
- 4.05%
- 5Y*
- 2.40%
- 10Y*
- 21.20%
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%
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FAUDX vs. BUSIX - Expense Ratio Comparison
FAUDX has a 0.26% expense ratio, which is lower than BUSIX's 0.27% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FAUDX vs. BUSIX — Risk / Return Rank
FAUDX
BUSIX
FAUDX vs. BUSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Short Duration Fund (FAUDX) 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.
| FAUDX | BUSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 3.78 | -2.15 |
Sortino ratioReturn per unit of downside risk | 2.84 | 13.61 | -10.77 |
Omega ratioGain probability vs. loss probability | 1.50 | 5.42 | -3.92 |
Calmar ratioReturn relative to maximum drawdown | 2.95 | 16.23 | -13.28 |
Martin ratioReturn relative to average drawdown | 13.00 | 104.01 | -91.01 |
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
| FAUDX | BUSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 3.78 | -2.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.59 | 2.81 | -1.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 2.42 | -1.90 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 2.10 | -1.68 |
Correlation
The correlation between FAUDX and BUSIX is 0.41, 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
FAUDX vs. BUSIX - Dividend Comparison
FAUDX's dividend yield for the trailing twelve months is around 2.60%, less than BUSIX's 3.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAUDX Strategic Advisers Short Duration Fund | 2.60% | 3.62% | 4.03% | 3.85% | 1.50% | 0.63% | 1.48% | 131.91% | 2.30% | 1.44% | 1.40% | 0.91% |
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% |
Drawdowns
FAUDX vs. BUSIX - Drawdown Comparison
The maximum FAUDX drawdown since its inception was -3.86%, which is greater than BUSIX's maximum drawdown of -3.16%. Use the drawdown chart below to compare losses from any high point for FAUDX and BUSIX.
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Drawdown Indicators
| FAUDX | BUSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.86% | -3.16% | -0.70% |
Max Drawdown (1Y)Largest decline over 1 year | -1.00% | -0.30% | -0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -3.10% | -1.46% | -1.64% |
Max Drawdown (10Y)Largest decline over 10 years | -3.86% | -3.16% | -0.70% |
Current DrawdownCurrent decline from peak | -0.80% | 0.00% | -0.80% |
Average DrawdownAverage peak-to-trough decline | -0.24% | -0.11% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.23% | 0.05% | +0.18% |
Volatility
FAUDX vs. BUSIX - Volatility Comparison
Strategic Advisers Short Duration Fund (FAUDX) has a higher volatility of 0.51% compared to Sterling Capital Ultra Short Bond Fund (BUSIX) at 0.36%. This indicates that FAUDX's price experiences larger fluctuations and is considered to be riskier than BUSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAUDX | BUSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.51% | 0.36% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 1.04% | 0.89% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.86% | 1.32% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.56% | 1.23% | +0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.26% | 1.11% | +41.15% |