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USIAX vs. ENIAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USIAX vs. ENIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UBS Ultra Short Income Fund (USIAX) and SEI Institutional Investments Trust Opportunistic Income Fund (ENIAX). 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*

ENIAX

1D
0.00%
1M
0.38%
YTD
1.52%
6M
1.93%
1Y
5.28%
3Y*
6.69%
5Y*
4.69%
10Y*
4.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USIAX vs. ENIAX - Yearly Performance Comparison


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Return for Risk

USIAX vs. ENIAX — Risk / Return Rank

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

USIAX

ENIAX
ENIAX Risk / Return Rank: 100100
Overall Rank
ENIAX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
ENIAX Sortino Ratio Rank: 100100
Sortino Ratio Rank
ENIAX Omega Ratio Rank: 9999
Omega Ratio Rank
ENIAX Calmar Ratio Rank: 9999
Calmar Ratio Rank
ENIAX 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. ENIAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS Ultra Short Income Fund (USIAX) and SEI Institutional Investments Trust Opportunistic Income Fund (ENIAX). 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. ENIAX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


USIAXENIAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

5.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.50

Sharpe Ratio (All Time)

Calculated using the full available price history

12.88

0.67

+12.21

Drawdowns

USIAX vs. ENIAX - Drawdown Comparison

The maximum USIAX drawdown since its inception was 0.00%, smaller than the maximum ENIAX drawdown of -33.30%. Use the drawdown chart below to compare losses from any high point for USIAX and ENIAX.


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Drawdown Indicators


USIAXENIAXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-33.30%

+33.30%

Max Drawdown (1Y)

Largest decline over 1 year

-0.37%

Max Drawdown (3Y)

Largest decline over 3 years

-2.11%

Max Drawdown (5Y)

Largest decline over 5 years

-3.52%

Max Drawdown (10Y)

Largest decline over 10 years

-13.45%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

0.00%

-7.79%

+7.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.06%

Volatility

USIAX vs. ENIAX - Volatility Comparison


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Volatility by Period


USIAXENIAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.23%

Volatility (6M)

Calculated over the trailing 6-month period

0.69%

Volatility (1Y)

Calculated over the trailing 1-year period

2.98%

0.95%

+2.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.98%

2.86%

+0.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.98%

2.79%

+0.19%

USIAX vs. ENIAX - Expense Ratio Comparison

USIAX has a 0.35% expense ratio, which is higher than ENIAX's 0.23% expense ratio.


Dividends

USIAX vs. ENIAX - Dividend Comparison

USIAX's dividend yield for the trailing twelve months is around 0.32%, less than ENIAX's 5.93% yield.


PositionTTM20252024202320222021202020192018201720162015
ENIAX
SEI Institutional Investments Trust Opportunistic Income Fund
5.93%6.00%6.78%5.33%4.07%2.66%2.96%4.32%3.96%3.02%2.75%2.54%
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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