TRBUX vs. BUSIX
Compare and contrast key facts about T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) and Sterling Capital Ultra Short Bond Fund (BUSIX).
TRBUX is managed by T. Rowe Price. It was launched on Dec 3, 2012. BUSIX is managed by Sterling Capital. It was launched on Nov 30, 2012.
Performance
TRBUX vs. BUSIX - Performance Comparison
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TRBUX vs. BUSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRBUX T. Rowe Price Ultra Short-Term Bond Fund | 0.65% | 8.98% | 6.48% | 6.99% | -1.28% | 0.22% | 3.11% | 3.60% | 1.88% | 1.83% |
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, TRBUX achieves a 0.65% return, which is significantly lower than BUSIX's 0.83% return. Over the past 10 years, TRBUX has outperformed BUSIX with an annualized return of 3.34%, while BUSIX has yielded a comparatively lower 2.68% annualized return.
TRBUX
- 1D
- 0.00%
- 1M
- -0.39%
- YTD
- 0.65%
- 6M
- 3.19%
- 1Y
- 8.39%
- 3Y*
- 7.01%
- 5Y*
- 4.28%
- 10Y*
- 3.34%
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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TRBUX vs. BUSIX - Expense Ratio Comparison
TRBUX has a 0.31% expense ratio, which is higher than BUSIX's 0.27% expense ratio.
Return for Risk
TRBUX vs. BUSIX — Risk / Return Rank
TRBUX
BUSIX
TRBUX vs. BUSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) 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.
| TRBUX | BUSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.54 | 3.78 | +0.77 |
Sortino ratioReturn per unit of downside risk | 14.92 | 13.61 | +1.31 |
Omega ratioGain probability vs. loss probability | 5.90 | 5.42 | +0.48 |
Calmar ratioReturn relative to maximum drawdown | 22.36 | 16.23 | +6.13 |
Martin ratioReturn relative to average drawdown | 69.43 | 104.01 | -34.58 |
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
| TRBUX | BUSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.54 | 3.78 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.55 | 2.81 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.21 | 2.42 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.95 | 2.10 | -0.15 |
Correlation
The correlation between TRBUX and BUSIX is 0.42, 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
TRBUX vs. BUSIX - Dividend Comparison
TRBUX's dividend yield for the trailing twelve months is around 8.06%, more than BUSIX's 3.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBUX T. Rowe Price Ultra Short-Term Bond Fund | 8.06% | 8.17% | 5.05% | 4.48% | 1.53% | 1.21% | 1.86% | 2.73% | 2.47% | 1.62% | 1.18% | 0.81% |
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
TRBUX vs. BUSIX - Drawdown Comparison
The maximum TRBUX drawdown since its inception was -4.15%, which is greater than BUSIX's maximum drawdown of -3.16%. Use the drawdown chart below to compare losses from any high point for TRBUX and BUSIX.
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Drawdown Indicators
| TRBUX | BUSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.15% | -3.16% | -0.99% |
Max Drawdown (1Y)Largest decline over 1 year | -0.39% | -0.30% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -2.68% | -1.46% | -1.22% |
Max Drawdown (10Y)Largest decline over 10 years | -4.15% | -3.16% | -0.99% |
Current DrawdownCurrent decline from peak | -0.39% | 0.00% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -0.22% | -0.11% | -0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.13% | 0.05% | +0.08% |
Volatility
TRBUX vs. BUSIX - Volatility Comparison
The current volatility for T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) is 0.27%, while Sterling Capital Ultra Short Bond Fund (BUSIX) has a volatility of 0.36%. This indicates that TRBUX experiences smaller price fluctuations and is considered to be less risky 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
| TRBUX | BUSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.27% | 0.36% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 1.32% | 0.89% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.06% | 1.32% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.70% | 1.23% | +0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.52% | 1.11% | +0.41% |