It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
UASBX: SHORT-TERM BOND FUND SHORT-TERM BOND FUND ADVISER SHARES (MUTUAL FUND)
Basic Info 9.1 0.01(0.11%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 08/30/2010 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 4.00% |
| Expenses | 0.33% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 0.9 | 4.1 | 5.8 | 2.9 | 2.8 | 2.3 | 2.2 | 5.6 | 6.2 | 6.1 | -3.1 | 0.3 | 3.9 | 4.8 | 1.0 | 2.1 | 2.6 | -0.2 | 1.5 | 0.8 | 3.8 | -0.4 | -0.2 |
| Sharpe Ratio | NA | -0.17 | 0.82 | 1.26 | 0.21 | 0.65 | NA | 0.74 | 1.4 | 1.26 | 1.11 | -2.48 | 0.29 | 1.46 | 2.37 | -0.32 | 1.35 | 1.99 | -0.19 | 1.36 | 0.56 | 3.27 | -0.43 | -0.54 |
| Draw Down(%) | NA | 1.1 | 1.1 | 1.1 | 5.8 | 5.8 | NA | 5.8 | 0.9 | 0.9 | 1.0 | 4.9 | 1.2 | 5.6 | 0.5 | 0.6 | 0.4 | 0.9 | 1.0 | 0.5 | 1.5 | 0.4 | 1.2 | 1.2 |
| Standard Deviation(%) | NA | 1.9 | 1.8 | 2.0 | 1.9 | 1.7 | NA | 1.6 | 1.9 | 2.0 | 2.2 | 1.9 | 1.1 | 2.5 | 1.4 | 1.2 | 1.1 | 1.2 | 1.2 | 1.1 | 1.3 | 1.2 | 1.1 | 1.3 |
| Treynor Ratio | NA | 0.0 | 0.02 | 0.04 | 0.01 | 0.02 | NA | 0.02 | 0.04 | 0.04 | 0.05 | -0.11 | 0.01 | 0.06 | 0.05 | -0.01 | 0.03 | 0.05 | 0.0 | 0.03 | 0.01 | 0.06 | -0.01 | -0.02 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.67 | 0.69 | 0.63 | 0.53 | 0.56 | NA | 0.55 | 0.69 | 0.65 | 0.5 | 0.42 | 0.37 | 0.64 | 0.64 | 0.57 | 0.55 | 0.51 | 0.49 | 0.51 | 0.66 | 0.63 | 0.36 | 0.48 |
| RSquared | NA | 0.78 | 0.79 | 0.75 | 0.68 | 0.62 | NA | 0.58 | 0.8 | 0.77 | 0.68 | 0.7 | 0.21 | 0.56 | 0.64 | 0.45 | 0.43 | 0.5 | 0.46 | 0.41 | 0.48 | 0.44 | 0.27 | 0.57 |
| Yield(%) | N/A | 1.8 | N/A | N/A | N/A | N/A | N/A | N/A | 4.4 | 4.3 | 3.6 | 2.1 | 2.0 | 2.6 | 2.6 | 2.2 | 1.8 | 1.5 | 1.4 | 1.6 | 1.7 | 2.3 | 0.0 | 0.2 |
| Dividend Growth(%) | N/A | -58.5 | N/A | N/A | N/A | N/A | N/A | N/A | 5.0 | 19.9 | 65.4 | 4.4 | -23.7 | 1.3 | 18.4 | 23.0 | 22.4 | 0.8 | -9.0 | -9.4 | -22.7 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Short-Term Bond
Best Mutual Funds
- FSHBX (FIDELITY SHORT-TERM BOND FUND FIDELITY SHORT-TERM BOND FUND) 0.24% (100%)
- VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) 0.29% (100%)
- VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) 0.29% (99%)
- ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) 0.20% (98%)
- MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) 0.0% (98%)
- DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) 0.10% (98%)
- JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) 0.09% (97%)
- VBIRX (Vanguard Short-Term Bond Index Fund Admiral Shares) 0.29% (97%)
- BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) (96%)
- JASBX (JANUS SHORT-TERM BOND FUND CLASS T) 0.0% (96%)
Best ETFs
- BSV (Vanguard Short-Term Bond ETF) 0.26% (99%)
- VCSH (Vanguard Short-Term Corporate Bond ETF) 0.29% (35%)
- STIP (iShares 0-5 Year TIPS Bond ETF) 0.23% (33%)
- FLRN (SPDR Bloomberg Investment Grade Floating Rate ETF) 0.0% (32%)
- ISTB (iShares Core 1-5 Year USD Bond ETF) 0.27% (3%)
Latest Articles Related to UASBX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
