USSBX vs. TRBUX
Compare and contrast key facts about USAA Short Term Bond Fund (USSBX) and T. Rowe Price Ultra Short-Term Bond Fund (TRBUX).
USSBX is managed by Victory Capital. It was launched on Jun 1, 1993. TRBUX is managed by T. Rowe Price. It was launched on Dec 3, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USSBX or TRBUX.
Correlation
The correlation between USSBX and TRBUX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
USSBX vs. TRBUX - Performance Comparison
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Key characteristics
USSBX:
2.76
TRBUX:
3.08
USSBX:
5.17
TRBUX:
7.48
USSBX:
1.72
TRBUX:
3.37
USSBX:
6.75
TRBUX:
12.05
USSBX:
18.72
TRBUX:
41.07
USSBX:
0.32%
TRBUX:
0.12%
USSBX:
2.11%
TRBUX:
1.55%
USSBX:
-7.80%
TRBUX:
-4.15%
USSBX:
-0.66%
TRBUX:
-0.20%
Returns By Period
In the year-to-date period, USSBX achieves a 1.23% return, which is significantly higher than TRBUX's 0.60% return. Both investments have delivered pretty close results over the past 10 years, with USSBX having a 2.59% annualized return and TRBUX not far ahead at 2.63%.
USSBX
1.23%
-0.00%
2.08%
5.79%
3.29%
2.59%
TRBUX
0.60%
0.20%
1.45%
4.76%
3.34%
2.63%
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USSBX vs. TRBUX - Expense Ratio Comparison
USSBX has a 0.54% expense ratio, which is higher than TRBUX's 0.31% expense ratio.
Risk-Adjusted Performance
USSBX vs. TRBUX — Risk-Adjusted Performance Rank
USSBX
TRBUX
USSBX vs. TRBUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Short Term Bond Fund (USSBX) and T. Rowe Price Ultra Short-Term Bond Fund (TRBUX). 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.
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Dividends
USSBX vs. TRBUX - Dividend Comparison
USSBX's dividend yield for the trailing twelve months is around 4.45%, less than TRBUX's 5.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USSBX USAA Short Term Bond Fund | 4.45% | 4.33% | 3.70% | 2.40% | 2.77% | 3.22% | 2.79% | 2.43% | 1.95% | 1.87% | 1.69% | 1.76% |
TRBUX T. Rowe Price Ultra Short-Term Bond Fund | 5.03% | 5.06% | 4.02% | 1.97% | 1.11% | 1.83% | 2.72% | 2.58% | 1.88% | 1.20% | 0.80% | 0.42% |
Drawdowns
USSBX vs. TRBUX - Drawdown Comparison
The maximum USSBX drawdown since its inception was -7.80%, which is greater than TRBUX's maximum drawdown of -4.15%. Use the drawdown chart below to compare losses from any high point for USSBX and TRBUX. For additional features, visit the drawdowns tool.
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Volatility
USSBX vs. TRBUX - Volatility Comparison
USAA Short Term Bond Fund (USSBX) has a higher volatility of 0.42% compared to T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) at 0.35%. This indicates that USSBX's price experiences larger fluctuations and is considered to be riskier than TRBUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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