SUSAX vs. BUBIX
Compare and contrast key facts about SEI Institutional Investments Trust Ultra Short Duration Bond Fund (SUSAX) and Baird Ultra Short Bond Fund Institutional Class (BUBIX).
SUSAX is managed by SEI. It was launched on Feb 28, 2011. BUBIX is an actively managed fund by Baird. It was launched on Dec 31, 2013.
Performance
SUSAX vs. BUBIX - Performance Comparison
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SUSAX vs. BUBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUSAX SEI Institutional Investments Trust Ultra Short Duration Bond Fund | 0.29% | 5.09% | 5.31% | 5.00% | -1.44% | 0.17% | 2.06% | 3.55% | 1.89% | 1.77% |
BUBIX Baird Ultra Short Bond Fund Institutional Class | 0.51% | 4.44% | 5.65% | 5.71% | 0.96% | 0.20% | 1.66% | 3.11% | 1.95% | 1.30% |
Returns By Period
In the year-to-date period, SUSAX achieves a 0.29% return, which is significantly lower than BUBIX's 0.51% return. Over the past 10 years, SUSAX has underperformed BUBIX with an annualized return of 2.48%, while BUBIX has yielded a comparatively higher 2.65% annualized return.
SUSAX
- 1D
- 0.00%
- 1M
- -0.30%
- YTD
- 0.29%
- 6M
- 1.41%
- 1Y
- 4.07%
- 3Y*
- 4.72%
- 5Y*
- 2.84%
- 10Y*
- 2.48%
BUBIX
- 1D
- 0.10%
- 1M
- -0.10%
- YTD
- 0.51%
- 6M
- 1.58%
- 1Y
- 4.09%
- 3Y*
- 5.04%
- 5Y*
- 3.46%
- 10Y*
- 2.65%
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SUSAX vs. BUBIX - Expense Ratio Comparison
SUSAX has a 0.22% expense ratio, which is higher than BUBIX's 0.15% expense ratio. However, 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
SUSAX vs. BUBIX — Risk / Return Rank
SUSAX
BUBIX
SUSAX vs. BUBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Ultra Short Duration Bond Fund (SUSAX) and Baird Ultra Short Bond Fund Institutional Class (BUBIX). 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.
| SUSAX | BUBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.80 | 5.72 | -2.91 |
Sortino ratioReturn per unit of downside risk | 7.56 | 11.49 | -3.92 |
Omega ratioGain probability vs. loss probability | 2.43 | 6.46 | -4.04 |
Calmar ratioReturn relative to maximum drawdown | 9.00 | 13.82 | -4.82 |
Martin ratioReturn relative to average drawdown | 37.12 | 121.86 | -84.74 |
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
| SUSAX | BUBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.80 | 5.72 | -2.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.07 | 4.37 | -2.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.95 | 3.74 | -1.78 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.67 | 3.39 | -1.72 |
Correlation
The correlation between SUSAX and BUBIX is 0.19, 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
SUSAX vs. BUBIX - Dividend Comparison
SUSAX's dividend yield for the trailing twelve months is around 4.10%, more than BUBIX's 4.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUSAX SEI Institutional Investments Trust Ultra Short Duration Bond Fund | 4.10% | 4.55% | 4.44% | 3.02% | 1.19% | 0.78% | 1.53% | 2.98% | 2.48% | 1.75% | 1.43% | 1.15% |
BUBIX Baird Ultra Short Bond Fund Institutional Class | 4.02% | 4.16% | 5.31% | 4.65% | 1.56% | 0.50% | 1.44% | 2.57% | 2.13% | 1.29% | 1.04% | 0.80% |
Drawdowns
SUSAX vs. BUBIX - Drawdown Comparison
The maximum SUSAX drawdown since its inception was -4.28%, which is greater than BUBIX's maximum drawdown of -1.88%. Use the drawdown chart below to compare losses from any high point for SUSAX and BUBIX.
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Drawdown Indicators
| SUSAX | BUBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.28% | -1.88% | -2.40% |
Max Drawdown (1Y)Largest decline over 1 year | -0.50% | -0.30% | -0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -2.72% | -0.68% | -2.04% |
Max Drawdown (10Y)Largest decline over 10 years | -4.28% | -1.88% | -2.40% |
Current DrawdownCurrent decline from peak | -0.40% | -0.20% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -0.22% | -0.05% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.12% | 0.03% | +0.09% |
Volatility
SUSAX vs. BUBIX - Volatility Comparison
The current volatility for SEI Institutional Investments Trust Ultra Short Duration Bond Fund (SUSAX) is 0.26%, while Baird Ultra Short Bond Fund Institutional Class (BUBIX) has a volatility of 0.36%. This indicates that SUSAX experiences smaller price fluctuations and is considered to be less risky than BUBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSAX | BUBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.26% | 0.36% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 1.00% | 0.55% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.51% | 0.72% | +0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.37% | 0.80% | +0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.27% | 0.71% | +0.56% |