Ultrashort Bond: Total Returns

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Data through 6/14/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Ultrashort Bond 0.29 1.71 0.87 2.71 1.82 1.29
Angel Oak UltraShort Income A AOUAX 0.36 2.04 1.16 3.50 --- ---
Angel Oak UltraShort Income Instl AOUIX 0.38 2.15 1.23 3.78 --- ---
Western Asset Adjustable Rate Income C1 ARMGX 0.40 2.26 1.11 2.73 2.41 1.46
Western Asset Adjustable Rate Income IS ARMLX 0.38 2.55 1.23 3.49 3.22 2.31
Western Asset Adjustable Rate Income A ARMZX 0.35 2.39 1.15 3.14 2.94 2.03
AMF Ultra Short Mortgage ASARX 0.41 0.39 0.78 0.91 -0.25 0.01
AAM/HIMCO Short Duration A ASDAX 0.45 3.03 1.23 3.58 2.59 ---
AAM/HIMCO Short Duration C ASDCX 0.39 2.61 1.04 2.81 1.81 ---
AAM/HIMCO Short Duration I ASDIX 0.47 3.14 1.30 3.83 2.83 ---
BlackRock Short Obligations Investor A BASOX 0.30 1.45 0.72 2.59 --- ---
BBH Limited Duration I BBBIX 0.46 2.53 1.32 3.84 2.99 2.01
BBH Limited Duration N BBBMX 0.55 2.60 1.30 3.85 2.90 1.88
BlackRock Short Obligations K BBSOX 0.23 1.57 0.80 2.88 1.86 1.40
BlackRock Short Obligations Instl BISOX 0.22 1.54 0.78 2.83 1.79 1.33
Baird Ultra Short Bond Institutional BUBIX 0.32 1.65 0.86 2.91 1.87 1.38
Baird Ultra Short Bond Investor BUBSX 0.30 1.56 0.80 2.55 1.59 1.12
Sterling Capital Ultra Short Bond Instl BUSIX 0.35 1.91 1.03 3.06 1.80 1.36
Sterling Capital Ultra Short Bond A BUSRX 0.33 1.69 0.87 2.69 1.52 1.07
Columbia Ultra Short Term Bond Inst3 CMGUX 0.33 1.61 0.87 2.83 1.75 1.27
SEI Conservative Income F (SIMT) COIAX 0.19 1.05 0.59 2.21 1.39 ---
SEI Conservative Income Y (SIMT) COIYX 0.20 1.10 0.61 2.31 1.49 ---
Calvert Ultra-Short Duration Income A CULAX 0.22 1.97 0.76 2.48 1.83 1.32
Calvert Ultra-Short Duration Income I CULIX 0.24 2.09 0.83 2.74 2.14 1.64
Calvert Ultra-Short Duration Income R6 CULRX 0.14 2.11 0.84 2.63 --- ---
Columbia Ultra Short Term Bond Instl CUSBX 0.32 1.55 0.96 --- --- ---
Columbia Ultra Short Term Bond Adv CUSHX 0.32 1.55 0.96 --- --- ---
Columbia Ultra Short Term Bond A CUSOX 0.31 --- 0.81 --- --- ---
DoubleLine Ultra Short Bond I DBULX 0.23 1.60 0.75 2.57 --- ---
DFA One-Year Fixed-Income I DFIHX 0.19 1.26 0.68 2.73 1.42 1.05
Delaware Investments Ultrashort A DLTAX 0.33 2.10 0.97 3.03 1.64 1.09
Delaware Investments Ultrashort C DLTCX 0.33 2.10 0.97 3.03 1.65 1.09
Delaware Investments Ultrashort L DLTLX 0.33 2.10 0.97 3.03 1.64 1.09
DoubleLine Ultra Short Bond N DLUSX 0.21 1.49 0.69 2.33 --- ---
BNY Mellon Ultra Short Income D DSDDX 0.17 0.97 0.53 2.00 1.17 0.41
BNY Mellon Ultra Short Income Z DSIGX 0.19 1.04 0.57 2.14 1.31 0.56
BNY Mellon Ultra Short Income Insti DSYDX 0.21 1.25 0.63 2.51 1.67 0.80
Delaware Investments Ultrashort Instl DULTX 0.43 2.10 1.07 3.03 1.68 ---
Wells Fargo Adjustable Rate Govt Inst EKIZX 0.43 1.56 0.95 2.45 1.31 0.96
Wells Fargo Adjustable Rate Govt A ESAAX 0.41 1.43 0.88 2.16 1.03 0.67
Wells Fargo Adjustable Rate Govt C ESACX 0.35 0.98 0.69 1.28 0.24 -0.10
Wells Fargo Adjustable Rate Govt Adm ESADX 0.42 1.50 0.92 2.30 1.17 0.81
Strategic Advisers® Short Duration FAUDX 0.40 2.23 1.02 3.07 1.96 1.48
Fidelity® Conservative Income Bond Instl FCNVX 0.22 1.62 0.77 2.56 1.80 1.29
Fidelity® Conservative Income Bond FCONX 0.21 1.57 0.74 2.45 1.69 1.19
Federated Government Ultrashrt Dur Svc FEUSX 0.19 0.94 0.69 2.05 1.31 0.80
Federated Government Ultrashrt Dur A FGUAX 0.16 0.77 0.60 1.69 0.96 0.47
Federated Government Ultrashrt Dur R6 FGULX 0.31 1.09 0.82 2.28 1.46 ---
Federated Government Ultrashrt Dur Instl FGUSX 0.20 0.98 0.71 2.15 1.41 0.90
Fidelity® Series Treasury Bill Index FHQFX 0.33 1.28 0.68 --- --- ---
Fidelity Flex Conservative Income Bd FJTDX 0.34 1.71 0.82 2.82 --- ---
Federated Ultrashort Bond A FULAX 0.39 1.97 1.08 2.61 1.60 1.00
Federated Ultrashort Bond Svc FULBX 0.50 2.01 1.10 2.71 1.70 1.12
Federated Ultrashort Bond Instl FULIX 0.54 2.22 1.21 3.17 2.16 1.58
Federated UltraShort Bond R6 FULLX --- --- --- --- --- ---
Goldman Sachs Enhanced Income P GAEPX 0.23 1.70 0.75 2.72 --- ---
Goldman Sachs Enhanced Income Admin GEADX 0.31 1.68 0.79 2.56 1.61 1.02
Goldman Sachs Enhanced Income A GEIAX 0.31 1.69 0.79 2.55 1.58 0.97
Goldman Sachs Enhanced Income Instl GEIIX 0.23 1.69 0.75 2.71 1.87 1.27
Goldman Sachs Enhanced Income R6 GEIUX 0.23 1.70 0.75 2.71 1.88 ---
Goldman Sachs Hi Quality Float Rt P GGOPX 0.23 1.14 0.70 2.26 --- ---
Goldman Sachs Enhanced Income Inv GHIRX 0.22 1.65 0.73 2.62 1.77 1.18
Guggenheim Ultra Short Duration A GIYAX 0.25 1.18 0.69 --- --- ---
Guggenheim Ultra Short Duration Instl GIYIX 0.27 1.29 0.75 2.39 2.11 1.57
Goldman Sachs Short-Term Cnsrv Inc P GMBPX 0.35 1.69 0.82 2.85 --- ---
Goldman Sachs Short-Term Cnsrv Inc A GPAPX 0.23 1.47 0.75 2.57 --- ---
Goldman Sachs Short-Term Cnsrv Inc Admn GPPAX 0.22 1.47 0.75 2.59 1.68 1.13
Goldman Sachs Short-Term Cnsrv Inc Instl GPPIX 0.35 1.68 0.92 2.95 1.97 1.40
Goldman Sachs Short-Term Cnsrv Inc Inv GPPOX 0.34 1.64 0.79 --- --- ---
Goldman Sachs Short-Term Cnsrv Inc Pref GPPPX 0.24 1.64 0.79 2.76 --- ---
Goldman Sachs Short-Term Cnsrv Inc R6 GPPSX 0.35 1.69 0.82 2.96 --- ---
Goldman Sachs Hi Quality Float Rt A GSAMX 0.22 1.26 0.76 2.11 1.73 0.87
Goldman Sachs Hi Quality Float Rt Instl GSARX 0.25 1.26 0.71 2.25 2.00 1.15
Goldman Sachs Hi Quality Float Rt Svc GSASX 0.20 1.03 0.58 1.74 1.49 0.69
Goldman Sachs Hi Quality Float Rt Inv GTATX 0.24 1.22 0.68 2.16 1.91 1.06
Goldman Sachs Hi Quality Float Rt R6 GTAUX 0.25 1.38 0.71 2.37 2.05 ---
Hartford Ultrashort Bond HLS IA HUBAX 0.39 1.58 0.88 2.66 1.51 1.03
Hartford Ultrashort Bond HLS IB HUBBX 0.29 1.49 0.79 2.37 1.27 0.78
Invesco Conservative Income Instl ICIFX 0.22 1.62 0.87 2.80 1.82 ---
Invesco Conservative Income A ICIVX 0.31 1.57 0.84 2.79 --- ---
JPMorgan Managed Income L JMGIX 0.33 1.63 0.88 2.98 1.85 1.32
JPMorgan Managed Income I JMGLX 0.31 1.56 0.84 2.72 --- ---
Lord Abbett Ultra Short Bond A LUBAX 0.23 1.50 0.76 2.69 --- ---
Lord Abbett Ultra Short Bond F LUBFX 0.33 1.63 0.88 2.84 --- ---
Lord Abbett Ultra Short Bond F3 LUBOX 0.35 1.69 0.92 2.88 --- ---
Lord Abbett Ultra Short Bond R5 LUBVX 0.34 1.68 0.91 2.86 --- ---
Lord Abbett Ultra Short Bond R6 LUBWX 0.35 1.68 0.91 2.86 --- ---
Lord Abbett Ultra Short Bond I LUBYX 0.24 1.57 0.80 2.84 --- ---
Western Asset Adjustable Rate Income C LWAIX 0.39 2.15 1.06 2.48 2.20 1.22
Pioneer Multi-Asset Ultrashort Income A MAFRX 0.25 1.79 0.82 2.56 2.10 1.54
AMG Managers Amundi Short Duration Gov I MANIX -0.05 1.50 0.65 1.82 --- ---
AMG Managers Amundi Short Duration Gov Z MATZX -0.04 1.41 0.56 1.77 --- ---
Pioneer Multi-Asset Ultrashort Income C2 MAUCX 0.22 1.64 0.74 2.23 1.80 1.24
Pioneer Multi-Asset Ultrashort Income K MAUKX 0.27 1.89 0.87 2.78 2.35 1.78
Pioneer Multi-Asset Ultrashort Income C MCFRX 0.22 1.64 0.74 2.23 1.80 1.24
AMG Managers Amundi Short Duration Gov N MGSDX -0.05 1.35 0.52 1.62 1.12 0.74
Morgan Stanley Instl Ultr-Shrt Inc A MUAIX 0.25 1.21 0.62 2.36 1.47 ---
Morgan Stanley Instl Ultr-Shrt Inc Instl MUIIX 0.27 1.31 0.67 2.58 1.67 ---
Morgan Stanley Instl Ultr-Shrt Inc IR MULSX 0.27 1.33 0.68 2.62 1.73 ---
Metropolitan West Ultra Short Bond I MWUIX 0.24 1.52 0.99 2.77 1.69 1.20
Metropolitan West Ultra Short Bond M MWUSX 0.46 1.69 0.95 2.85 1.53 1.09
Pioneer Multi-Asset Ultrashort Income Y MYFRX 0.16 1.75 0.85 2.61 2.23 1.68
Northern Tax-Advantaged U/S Fxd Inc NTAUX 0.35 1.39 0.74 2.17 1.26 0.99
Northern Ultra-Short Fixed Income NUSFX 0.42 2.15 1.15 3.27 1.85 1.46
Invesco Oppenheimer Ultra-Short Dur A OSDAX 0.11 1.30 0.56 2.59 1.62 1.20
Invesco Oppenheimer Ultra-Short Dur R6 OSDIX 0.21 1.43 0.67 2.57 2.12 ---
Invesco Oppenheimer Ultra-Short Dur Y OSDYX 0.21 1.43 0.67 2.56 1.72 1.29
PIMCO Short Asset Investment A PAIAX 0.12 1.14 0.44 1.91 1.74 1.18
PIMCO Short Asset Investment Instl PAIDX 0.15 1.30 0.53 2.27 2.10 1.54
PIMCO Short Asset Investment I2 PAIPX 0.15 1.25 0.51 2.17 1.99 1.44
PIMCO Short Asset Investment Admin PAIQX 0.13 1.17 0.47 1.99 1.82 1.27
PIMCO Short Asset Investment M PAMSX 0.15 1.30 0.53 2.27 2.10 ---
PIMCO Short Asset Investment I-3 PANDX 0.14 1.23 0.49 2.12 --- ---
PIMCO Short-Term C PFTCX 0.00 1.31 0.28 1.47 1.94 1.33
PIA Short Term Securities Adv PIASX 0.39 1.74 0.93 2.78 1.44 1.13
PNC Ultra Short Bond I PNCIX 0.43 1.83 1.04 3.18 1.53 1.06
Permanent Portfolio Short-Term Trs I PRTBX 0.26 1.00 0.61 1.81 0.69 0.20
PNC Ultra Short Bond A PSBAX 0.40 1.71 0.97 2.80 1.25 0.79
Putnam Ultra Short Duration Income B PSDBX 0.20 1.33 0.67 2.10 1.32 0.82
Putnam Ultra Short Duration Income M PSDGX 0.23 1.49 0.76 2.46 1.64 1.15
Putnam Ultra Short Duration Income C PSDLX 0.20 1.33 0.67 2.10 1.33 0.82
Putnam Ultra Short Duration Income N PSDNX 0.22 1.35 0.74 --- --- ---
Putnam Ultra Short Duration Income R6 PSDQX 0.24 1.56 0.70 2.61 1.80 1.31
Putnam Ultra Short Duration Income R PSDRX 0.20 1.33 0.67 2.10 1.32 0.82
Palmer Square Ultra-Short Dur IG PSDSX 0.30 1.75 0.89 2.79 --- ---
Putnam Ultra Short Duration Income A PSDTX 0.23 1.52 0.77 2.51 1.73 1.20
Putnam Ultra Short Duration Income Y PSDYX 0.24 1.56 0.80 2.60 1.83 1.30
PIMCO Short-Term Admin PSFAX 0.03 1.45 0.36 1.78 2.24 1.64
PIMCO Short-Term A PSHAX 0.03 1.45 0.36 1.78 2.24 1.64
Palmer Square Income Plus PSYPX 0.30 3.29 1.20 3.31 5.14 3.05
PIMCO Short-Term Instl PTSHX 0.05 1.56 0.43 2.03 2.50 1.89
PIMCO Short Term I-3 PTSNX 0.04 1.49 0.39 1.88 --- ---
PIMCO Short-Term I2 PTSPX 0.04 1.52 0.40 1.93 2.40 1.79
PIMCO Short-Term R PTSRX 0.00 1.33 0.30 1.52 1.99 1.38
Payden Limited Maturity PYLMX 0.24 1.89 0.91 2.85 1.94 1.39
AAAMCO Ultrashort Financing I REPOX 0.22 1.09 0.66 2.50 --- ---
AAAMCO Ultrashort Financing Y REPYX 0.22 1.11 0.67 2.56 --- ---
RBC Ultra-Short Fixed Income A RULFX 0.44 2.41 1.21 3.48 2.16 1.70
RBC Ultra-Short Fixed Income I RUSIX 0.34 2.35 1.14 3.48 2.19 1.75
Wells Fargo Ultra Short-Term Income A SADAX 0.18 1.82 0.79 2.82 1.63 1.15
Wells Fargo Ultra Short-Term Income Inst SADIX 0.33 2.11 0.87 3.18 1.98 1.51
Virtus Seix Ultra-Short Bond A SASSX 0.31 1.47 0.79 --- --- ---
Western Asset Adjustable Rate Income I SBAYX 0.48 2.62 1.32 3.53 3.21 2.24
SEI Ultra Short Duration Bond F (SDIT) SECPX 0.33 1.83 0.99 2.94 1.91 1.42
SEI Ultra Short Duration Bond Y (SDIT) SECYX 0.34 1.86 1.01 3.02 1.99 ---
Semper Short Duration Institutional SEMIX 0.28 1.92 1.05 3.16 2.96 2.33
Semper Short Duration Investor SEMRX 0.26 1.91 1.09 2.89 2.72 2.09
Virtus Seix US Govt Secs Ultr-Shrt Bd I SIGVX 0.32 1.21 0.73 2.34 1.52 1.07
Virtus Seix US Govt Secs Ultr-Shrt Bd R6 SIGZX 0.33 1.28 0.77 2.39 --- ---
Virtus Seix Ultra-Short Bond I SISSX 0.33 1.58 0.76 2.44 1.80 1.33
Sit US Government Securities SNGVX 0.57 2.37 1.60 4.42 1.54 1.79
Sit Quality Income SQIFX 0.07 1.68 0.83 2.57 1.37 0.88
Virtus Seix US Govt Secs Ultr-Shrt Bd A SSAGX 0.29 1.10 0.67 --- --- ---
Touchstone Ultra Short Dur F/I S SSSGX 0.26 1.56 0.77 2.51 --- ---
SEI Ultra Short Duration Bond A (SIIT) SUSAX 0.35 2.03 1.05 3.23 2.15 1.65
Trust For Credit Unions U-S Dur TCU TCUUX 0.23 1.27 0.66 2.22 1.07 0.68
Trust For Credit Unions U-S Dur Inv TCUYX 0.23 1.26 0.65 2.19 1.06 0.65
TCW Short Term Bond I TGSMX 0.46 1.92 1.15 3.34 1.71 1.19
Tactical Multi-Purpose TMPFX 0.00 0.10 0.10 0.00 --- ---
T. Rowe Price Ultra Short-Term Bond TRBUX 0.46 2.16 1.16 3.28 2.19 1.64
T. Rowe Price Ultra Short-Term Bond I TRSTX 0.46 2.16 1.36 3.49 --- ---
Touchstone Ultra Short Dur F/I A TSDAX 0.27 1.67 0.83 2.76 1.78 1.33
Touchstone Ultra Short Dur F/I C TSDCX 0.24 1.45 0.82 2.26 1.30 0.84
Touchstone Ultra Short Dur F/I Instl TSDIX 0.18 1.80 0.90 2.95 2.05 1.61
Touchstone Ultra Short Dur F/I Z TSDOX 0.27 1.67 0.83 2.76 1.78 1.33
Morgan Stanley Pathway Ultra-S/T F/I TSDUX 0.03 1.38 0.36 2.05 2.10 ---
Touchstone Ultra Short Dur F/I Y TSYYX 0.29 1.78 0.88 3.01 2.03 1.58
USAA Ultra Short-Term Bond R6 URUSX 0.47 2.66 1.26 3.81 --- ---
UBS Ultra Short Income I USDIX 0.23 1.64 0.78 2.60 --- ---
UBS Ultra Short Income A USIAX 0.22 1.59 0.75 2.58 --- ---
UBS Ultra Short Income P USIPX 0.23 1.63 0.78 2.58 --- ---
USAA Ultra Short-Term Bond Institutional UUSIX 0.36 2.49 1.12 3.54 2.01 1.47
USAA Ultra Short-Term Bond UUSTX 0.35 2.45 1.09 3.57 2.01 1.46
Vanguard Ultra-Short-Term Bond Investor VUBFX 0.43 1.92 1.09 3.33 1.85 ---
Vanguard Ultra-Short-Term Bond Admiral VUSFX 0.39 1.87 1.06 3.38 1.93 ---
William Blair Low Duration I WBLIX 0.35 2.26 1.58 3.03 1.56 1.27
William Blair Low Duration R6 WBLJX 0.35 2.28 1.59 3.07 1.64 1.33
William Blair Low Duration N WBLNX 0.33 2.19 1.42 2.86 1.36 1.09
Wells Fargo Conservative Income Inst WCIIX 0.32 1.63 0.87 2.66 1.77 1.23
Wells Fargo Ultra Short-Term Income Adm WUSDX 0.32 2.02 0.82 3.10 1.78 1.31
Wells Fargo Ultra Short-Term Income C WUSTX 0.24 1.60 0.71 2.18 0.91 0.43
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