USIAX vs. CBUDX

Last updated Jun 3, 2026

USIAX (UBS Ultra Short Income Fund) and CBUDX (CrossingBridge Ultra-Short Duration Fund) are both Ultrashort Bond funds. At a correlation of -1.00, they often move in opposite directions. USIAX charges 0.35%/yr vs 0.89%/yr for CBUDX.

Performance

USIAX vs. CBUDX - Performance Comparison

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

Returns By Period

USIAX

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

CBUDX

• 1D: 0.10%
• 1M: 0.33%
• YTD: 1.54%
• 6M: 2.19%
• 1Y: 4.64%
• 3Y*: 5.39%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

USIAX vs. CBUDX - Yearly Performance Comparison

	2026 (YTD)
USIAX UBS Ultra Short Income Fund	0.32%
CBUDX CrossingBridge Ultra-Short Duration Fund	0.10%

Correlation

The correlation between USIAX and CBUDX is -1.00, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	-1.00

Return for Risk

USIAX vs. CBUDX — Risk / Return Rank

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

CBUDX

CBUDX Risk / Return Rank: 99
CBUDX Sharpe Ratio Rank: 100
CBUDX Sortino Ratio Rank: 99
CBUDX Omega Ratio Rank: 100
CBUDX Calmar Ratio Rank: 99
CBUDX Martin Ratio Rank: 100

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. CBUDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS Ultra Short Income Fund (USIAX) and CrossingBridge Ultra-Short Duration Fund (CBUDX). 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.

Sharpe Ratios by Period

	USIAX	CBUDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	5.66	—
Sharpe Ratio (All Time) Calculated using the full available price history	19.58	4.62	+14.96

Drawdowns

USIAX vs. CBUDX - Drawdown Comparison

The maximum USIAX drawdown since its inception was 0.00%, smaller than the maximum CBUDX drawdown of -0.40%. Use the drawdown chart below to compare losses from any high point for USIAX and CBUDX.

Drawdown Indicators

	USIAX	CBUDX	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-0.40%	+0.40%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.40%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-0.40%	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	0.00%	-0.03%	+0.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.06%	—

Volatility

Volatility by Period

	USIAX	CBUDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.26%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.68%	—
Volatility (1Y) Calculated over the trailing 1-year period	3.65%	0.84%	+2.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.65%	0.92%	+2.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.65%	0.92%	+2.73%

USIAX vs. CBUDX - Expense Ratio Comparison

USIAX has a 0.35% expense ratio, which is lower than CBUDX's 0.89% expense ratio.

Dividends

USIAX vs. CBUDX - Dividend Comparison

USIAX's dividend yield for the trailing twelve months is around 0.32%, less than CBUDX's 4.45% yield.

Position	TTM	2025	2024	2023	2022	2021
CBUDX CrossingBridge Ultra-Short Duration Fund	4.45%	4.61%	5.68%	5.67%	2.94%	0.16%
USIAX UBS Ultra Short Income Fund	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both USIAX and CBUDX in my portfolio?

USIAX and CBUDX have a correlation of -1.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.