NUSFX vs. BUSIX
Compare and contrast key facts about Northern Ultra-Short Fixed Income Fund (NUSFX) and Sterling Capital Ultra Short Bond Fund (BUSIX).
NUSFX is managed by Northern Funds. It was launched on Jun 18, 2009. BUSIX is managed by Sterling Capital. It was launched on Nov 30, 2012.
Performance
NUSFX vs. BUSIX - Performance Comparison
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NUSFX vs. BUSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NUSFX Northern Ultra-Short Fixed Income Fund | 0.75% | 4.27% | 5.22% | 5.21% | -1.59% | -0.17% | 2.34% | 3.68% | 1.51% | 1.53% |
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, NUSFX achieves a 0.75% return, which is significantly lower than BUSIX's 0.83% return. Over the past 10 years, NUSFX has underperformed BUSIX with an annualized return of 2.35%, while BUSIX has yielded a comparatively higher 2.68% annualized return.
NUSFX
- 1D
- 0.00%
- 1M
- -0.06%
- YTD
- 0.75%
- 6M
- 1.81%
- 1Y
- 4.46%
- 3Y*
- 4.67%
- 5Y*
- 2.70%
- 10Y*
- 2.35%
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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NUSFX vs. BUSIX - Expense Ratio Comparison
NUSFX has a 0.28% expense ratio, which is higher than BUSIX's 0.27% expense ratio.
Return for Risk
NUSFX vs. BUSIX — Risk / Return Rank
NUSFX
BUSIX
NUSFX vs. BUSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Ultra-Short Fixed Income Fund (NUSFX) 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.
| NUSFX | BUSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.92 | 3.78 | -0.86 |
Sortino ratioReturn per unit of downside risk | 6.61 | 13.61 | -7.00 |
Omega ratioGain probability vs. loss probability | 2.81 | 5.42 | -2.61 |
Calmar ratioReturn relative to maximum drawdown | 5.12 | 16.23 | -11.11 |
Martin ratioReturn relative to average drawdown | 37.67 | 104.01 | -66.34 |
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
| NUSFX | BUSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.92 | 3.78 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.09 | 2.81 | -0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.95 | 2.42 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.78 | 2.10 | -0.32 |
Correlation
The correlation between NUSFX and BUSIX is 0.22, 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
NUSFX vs. BUSIX - Dividend Comparison
NUSFX's dividend yield for the trailing twelve months is around 4.56%, more than BUSIX's 3.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUSFX Northern Ultra-Short Fixed Income Fund | 4.56% | 3.78% | 4.09% | 2.86% | 0.97% | 0.71% | 1.52% | 2.42% | 2.09% | 1.42% | 1.07% | 0.85% |
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
NUSFX vs. BUSIX - Drawdown Comparison
The maximum NUSFX drawdown since its inception was -3.88%, which is greater than BUSIX's maximum drawdown of -3.16%. Use the drawdown chart below to compare losses from any high point for NUSFX and BUSIX.
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Drawdown Indicators
| NUSFX | BUSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.88% | -3.16% | -0.72% |
Max Drawdown (1Y)Largest decline over 1 year | -0.87% | -0.30% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -3.35% | -1.46% | -1.89% |
Max Drawdown (10Y)Largest decline over 10 years | -3.88% | -3.16% | -0.72% |
Current DrawdownCurrent decline from peak | -0.10% | 0.00% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -0.24% | -0.11% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.12% | 0.05% | +0.07% |
Volatility
NUSFX vs. BUSIX - Volatility Comparison
Northern Ultra-Short Fixed Income Fund (NUSFX) has a higher volatility of 0.38% compared to Sterling Capital Ultra Short Bond Fund (BUSIX) at 0.36%. This indicates that NUSFX'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
| NUSFX | BUSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.38% | 0.36% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 0.97% | 0.89% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.54% | 1.32% | +0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.30% | 1.23% | +0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.21% | 1.11% | +0.10% |