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USIAX vs. BUBSX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USIAX vs. BUBSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UBS Ultra Short Income Fund (USIAX) and Baird Ultra Short Bond Fund (BUBSX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


USIAX

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

BUBSX

1D
0.00%
1M
0.23%
YTD
1.41%
6M
1.75%
1Y
4.11%
3Y*
4.96%
5Y*
3.45%
10Y*
2.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USIAX vs. BUBSX - Yearly Performance Comparison


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Return for Risk

USIAX vs. BUBSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USIAX

BUBSX
BUBSX Risk / Return Rank: 100100
Overall Rank
BUBSX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
BUBSX Sortino Ratio Rank: 100100
Sortino Ratio Rank
BUBSX Omega Ratio Rank: 100100
Omega Ratio Rank
BUBSX Calmar Ratio Rank: 100100
Calmar Ratio Rank
BUBSX Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USIAX vs. BUBSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS Ultra Short Income Fund (USIAX) and Baird Ultra Short Bond Fund (BUBSX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

USIAX vs. BUBSX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


USIAXBUBSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

6.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

4.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

3.59

Sharpe Ratio (All Time)

Calculated using the full available price history

12.88

3.16

+9.73

Drawdowns

USIAX vs. BUBSX - Drawdown Comparison

The maximum USIAX drawdown since its inception was 0.00%, smaller than the maximum BUBSX drawdown of -1.88%. Use the drawdown chart below to compare losses from any high point for USIAX and BUBSX.


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Drawdown Indicators


USIAXBUBSXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-1.88%

+1.88%

Max Drawdown (1Y)

Largest decline over 1 year

-0.10%

Max Drawdown (3Y)

Largest decline over 3 years

-0.29%

Max Drawdown (5Y)

Largest decline over 5 years

-0.83%

Max Drawdown (10Y)

Largest decline over 10 years

-1.88%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

0.00%

-0.07%

+0.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.01%

Volatility

USIAX vs. BUBSX - Volatility Comparison


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Volatility by Period


USIAXBUBSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.16%

Volatility (6M)

Calculated over the trailing 6-month period

0.43%

Volatility (1Y)

Calculated over the trailing 1-year period

2.98%

0.62%

+2.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.98%

0.76%

+2.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.98%

0.70%

+2.28%

USIAX vs. BUBSX - Expense Ratio Comparison

USIAX has a 0.35% expense ratio, which is lower than BUBSX's 0.40% expense ratio.


Dividends

USIAX vs. BUBSX - Dividend Comparison

USIAX's dividend yield for the trailing twelve months is around 0.32%, less than BUBSX's 4.04% yield.


PositionTTM20252024202320222021202020192018201720162015
BUBSX
Baird Ultra Short Bond Fund
4.04%4.24%5.04%4.39%1.29%0.25%1.14%2.33%1.90%1.04%0.81%0.56%
USIAX
UBS Ultra Short Income Fund
0.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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