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Data through 11/20/2009. Our favorite Ultrashort Bond funds
Fund Category : Ultrashort Bond : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Ultrashort Bond 0.33 7.60 1.68 7.50 0.75 1.82
PIMCO Floating Income Instl 0.41 30.29 6.67 31.01 0.09 2.83
PIMCO Floating Income P 0.40 30.17 6.65 30.88 --- ---
PIMCO Floating Income Admin 0.38 30.05 6.60 30.73 -0.14 ---
PIMCO Floating Income D 0.37 29.83 6.56 30.49 -0.30 2.42
PIMCO Floating Income A Load Waived 0.37 29.83 6.56 30.49 -0.31 2.42
PIMCO Floating Income A 0.37 29.83 6.56 30.49 -0.31 2.42
PIMCO Floating Income C 0.34 29.49 6.48 30.11 -0.61 2.12
AIM LIBOR Alpha Y 0.36 15.96 1.93 15.24 --- ---
AIM LIBOR Alpha I 0.36 15.84 1.93 15.13 2.18 ---
AIM LIBOR Alpha A Load Waived 0.34 15.58 1.87 14.84 1.91 ---
AIM LIBOR Alpha A 0.34 15.58 1.87 14.84 1.91 ---
AIM LIBOR Alpha R 0.43 15.45 1.92 14.68 1.69 ---
AIM LIBOR Alpha C 0.32 15.45 1.80 14.54 1.69 ---
JPMorgan Limited Duration Bd Ultra 1.55 14.73 4.50 14.31 0.80 ---
JPMorgan Limited Duration Bd Sel 1.53 14.42 4.45 13.97 0.59 1.78
Legg Mason WA Adj Rate Income I 0.43 14.34 3.21 12.78 -0.94 0.79
JPMorgan Limited Duration Bd A LW 1.51 14.17 4.26 13.66 0.33 1.52
JPMorgan Limited Duration Bd A 1.51 14.17 4.26 13.66 0.33 1.52
Legg Mason WA Adj Rate Income A LW 0.41 14.04 3.26 12.60 -1.16 0.55
Legg Mason WA Adj Rate Income A 0.41 14.04 3.26 12.60 -1.16 0.55
JPMorgan Limited Duration Bd C 1.49 13.72 4.31 13.25 -0.13 1.05
JPMorgan Limited Duration Bond 1.47 13.67 4.15 13.06 -0.18 1.02
GMO Short-Duration Investment III 0.76 13.53 3.20 8.28 0.31 2.04
Legg Mason WA Adj Rate Income C 0.36 13.52 3.13 11.85 -1.70 0.01
Legg Mason WA Adj Rate Income B 0.31 13.11 3.02 11.57 -1.89 -0.12
Metropolitan West Ultra Short Bond I 0.47 11.92 4.63 10.73 -3.04 -0.16
Metropolitan West Ultra Short Bond M 0.20 11.49 4.32 10.29 -3.27 -0.37
Fifth Third Short Term Bond Instl 0.24 9.46 1.89 10.81 4.52 3.83
Federated Ultrashort Bond Instl 0.52 9.39 1.90 9.75 3.00 3.30
Fifth Third Short Term Bond A LW 0.32 9.37 1.95 10.54 4.31 3.59
Fifth Third Short Term Bond A 0.32 9.37 1.95 10.54 4.31 3.59
PIMCO Short-Term Instl 0.32 9.23 1.18 11.16 4.25 3.92
PIMCO Short-Term P 0.31 9.13 1.15 11.05 --- ---
PIMCO Short-Term Admin 0.30 8.99 1.12 10.89 4.00 3.67
Federated Ultrashort Bond Instl Svc 0.48 8.96 1.78 9.26 2.55 2.87
PIMCO Short-Term D 0.29 8.94 1.10 10.83 3.95 3.62
PIMCO Short-Term A Load Waived 0.29 8.89 1.09 10.77 3.89 3.58
PIMCO Short-Term A 0.29 8.89 1.09 10.77 3.89 3.58
Federated Ultrashort Bond A Load Waived 0.48 8.87 1.76 9.15 2.44 2.74
Federated Ultrashort Bond A 0.48 8.87 1.76 9.15 2.44 2.74
PIMCO Short-Term R 0.26 8.65 1.03 10.50 3.63 3.32
PIMCO Short-Term C 0.26 8.60 1.01 10.44 3.58 3.27
Fifth Third Short Term Bond C 0.26 8.54 1.69 9.69 3.50 2.79
Wells Fargo Advantage Ultra S/T Inc I 0.77 8.36 2.78 7.04 1.89 2.93
PIMCO Short-Term B 0.22 8.17 0.90 9.95 3.12 2.81
Wells Fargo Advantage Ultra S/T Inc Adm 0.75 8.05 2.74 6.84 1.66 ---
Wells Fargo Advantage Ultra S/T Inc A LW 0.73 8.02 2.69 6.66 1.50 2.50
Wells Fargo Advantage Ultra S/T Inc A 0.73 8.02 2.69 6.66 1.50 2.50
RidgeWorth Ultra-Short Bond I 0.31 7.92 1.04 9.22 3.82 3.69
Wells Fargo Advantage Ultra S/T Inc Inv 0.61 7.84 2.55 6.48 1.42 2.43
Wells Fargo Advantage Ultra S/T Inc C 0.67 7.28 2.48 5.84 --- ---
Wells Fargo Advantage Stable Income Adm 0.34 7.15 1.78 7.29 1.43 2.15
BlackRock Enhanced Income A Load Waived 0.03 7.11 -0.17 8.17 -0.53 0.84
Wells Fargo Advantage Stable Income A LW 0.44 7.09 1.73 7.19 1.26 1.95
Wells Fargo Advantage Stable Income A 0.44 7.09 1.73 7.19 1.26 1.95
Calvert Ultra-Short Income A LW 0.29 6.79 1.51 7.54 5.17 ---
Calvert Ultra-Short Income A 0.29 6.79 1.51 7.54 5.17 ---
Wells Fargo Advantage Stable Income B 0.37 6.32 1.54 6.38 0.47 1.18
Evergreen Adjustable Rate Instl 0.24 6.32 0.86 6.02 3.39 3.47
Wells Fargo Advantage Stable Income C 0.28 6.25 1.55 6.32 0.48 1.19
Evergreen Adjustable Rate Instl Svc 0.22 6.08 0.79 5.75 3.14 3.21
Evergreen Adjustable Rate A Load Waived 0.22 6.08 0.79 5.75 3.13 3.19
Evergreen Adjustable Rate A 0.22 6.08 0.79 5.75 3.13 3.19
Managers Short Duration Government 0.42 6.04 1.38 6.19 3.39 3.48
Evergreen Adjustable Rate C 0.15 5.38 0.60 4.96 2.36 2.44
Evergreen Adjustable Rate B 0.15 5.38 0.60 4.96 2.36 2.44
RidgeWorth US Gov Sec Ultra-Short Bd I 0.41 5.28 0.81 5.76 4.95 4.37
Goldman Sachs Enhanced Income Instl 0.24 4.79 0.51 5.20 3.75 3.69
Payden Limited Maturity 0.40 4.72 1.16 4.49 1.64 2.32
Goldman Sachs Enhanced Income Admin 0.32 4.65 0.54 5.14 3.63 3.49
Goldman Sachs Enhanced Income A LW 0.21 4.47 0.42 4.83 3.38 3.31
Goldman Sachs Enhanced Income A 0.21 4.47 0.42 4.83 3.38 3.31
Federated Adjustable Rate Secs Instl 0.33 4.31 0.95 5.99 4.85 4.17
RidgeWorth Limited Duration I 0.26 4.29 0.59 3.10 2.11 2.82
Franklin Adjustable US Govt Secs Adv 0.48 4.23 1.10 5.09 --- ---
Goldman Sachs Ultra-Short Dur Gov Ins 0.25 4.21 0.64 6.04 2.82 3.13
CMG Ultra Short Term Bond 0.25 4.18 0.86 4.25 2.54 2.92
Federated Adjustable Rate Secs InSvc 0.31 4.08 0.89 5.73 4.62 3.94
Goldman Sachs Ultra-Short Dur Gov IR 0.24 4.01 0.62 5.95 --- ---
Franklin Adjustable US Govt Secs A LW 0.46 4.00 0.92 4.71 4.42 3.83
Franklin Adjustable US Govt Secs A 0.46 4.00 0.92 4.71 4.42 3.83
Goldman Sachs Ultra-Short Dur Gov A LW 0.10 3.78 0.44 5.68 2.46 2.76
Goldman Sachs Ultra-Short Dur Gov A 0.10 3.78 0.44 5.68 2.46 2.76
Goldman Sachs Enhanced Income B 0.14 3.78 0.33 4.16 --- ---
Goldman Sachs Ultra-Short Dur Gov Svc 0.20 3.73 0.51 5.60 2.34 2.63
Franklin Adjustable US Govt Secs C 0.43 3.63 0.93 4.41 4.00 3.45
AMF Ultra Short Mortgage 0.32 3.52 2.09 0.26 -4.60 -1.55
TCW Short Term Bond I 1.13 3.36 2.97 0.80 1.30 1.96
Allegiant Ultra Short Bond I 0.17 2.93 0.60 3.79 4.47 3.96
Touchstone Ultra Short Dur Fixed Inc Z 0.15 2.91 0.69 3.57 2.93 3.27
Allegiant Ultra Short Bond A LW 0.04 2.57 0.53 3.50 4.26 3.71
Allegiant Ultra Short Bond A 0.04 2.57 0.53 3.50 4.26 3.71
Trust for Credit Unions Ultr-Sht Dur Gov 0.24 2.41 0.60 3.39 4.20 3.97
DFA One-Year Fixed-Income I 0.27 2.18 0.54 3.45 3.98 3.73
PIA Short Term Securities 0.18 1.94 0.36 2.61 4.00 3.71
Federated Gov Ultrashort Duration Instl 0.15 1.65 0.30 2.41 3.35 3.54
Federated Gov Ultrashort Duration InSvc 0.15 1.57 0.28 2.31 3.25 3.44
Federated Gov Ultrashort Duration A LW 0.12 1.25 0.19 1.95 2.89 3.07
Federated Gov Ultrashort Duration A 0.12 1.25 0.19 1.95 2.89 3.07
Fidelity Ultra-Short Bond 0.19 1.00 0.45 0.75 -3.88 -0.88
Fidelity Advisor Ultra Short Bond A LW 0.17 0.94 0.40 0.53 -4.13 -1.13
Fidelity Advisor Ultra Short Bond A 0.17 0.94 0.40 0.53 -4.13 -1.12
Fidelity Advisor Ultra Short Bond I 0.19 0.92 0.43 0.65 -3.94 -0.96
Fidelity Advisor Ultra Short Bond T 0.17 0.79 0.39 0.51 -4.15 -1.13
Principal Ultra Short Bond Inst -0.12 -0.06 0.22 -2.43 -7.38 -2.92
Principal Ultra Short Bond R5 -0.13 -0.25 0.18 -2.65 -7.43 -3.14
Principal Ultra Short Bond R4 -0.13 -0.26 0.18 -2.69 -7.72 -3.39
Principal Ultra Short Bond J -0.13 -0.28 0.19 -2.73 -7.90 -3.64
Principal Ultra Short Bond R3 -0.13 -0.30 0.17 -2.60 -7.83 -3.46
Permanent Portfolio Treasury Bill -0.06 -0.35 -0.13 -0.41 1.74 2.36
Principal Ultra Short Bond R2 -0.13 -0.39 0.17 -2.85 -7.96 -3.67
Principal Ultra Short Bond R1 -0.13 -0.44 0.16 -2.92 -8.07 -3.79
Principal Ultra Short Bond A LW -0.12 -0.46 0.21 -2.88 -7.72 ---
Principal Ultra Short Bond A -0.12 -0.46 0.21 -2.88 -7.72 ---
SM&R Primary 0.00 -0.54 0.00 0.91 2.90 3.24
Principal Ultra Short Bond C -0.13 -0.93 0.01 -3.40 --- ---
AMF Ultra Short -0.84 -4.66 1.65 -12.80 -12.16 -6.16
Schwab YieldPlus 0.11 -10.63 0.70 -9.74 -16.83 -8.93
Northern Ultra-Short Fixed Income 0.29 --- 0.90 --- --- ---
Northern Tax-Advantaged U/S Fxd Inc 0.27 --- 0.65 --- --- ---
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