Baird Core Plus Bond Fund (BCOIX)
The fund aims to invest at least 80% of its net assets in U.S. dollar-denominated debt obligations, focusing primarily on investment-grade securities, while allowing for up to 20% in non-investment grade or high-yield bonds.
Fund Info
US0570718702
057071870
Sep 29, 2000
$10,000
Expense Ratio
BCOIX has an expense ratio of 0.30%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Baird Core Plus Bond Fund (BCOIX) returned 1.42% year-to-date (YTD) and 4.90% over the past 12 months. Over the past 10 years, BCOIX returned 2.00% annually, underperforming the S&P 500 benchmark at 10.78%.
BCOIX
1.42%
0.13%
1.40%
4.90%
-0.08%
2.00%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of BCOIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.61% | 2.12% | -0.13% | 0.33% | -1.47% | 1.42% | |||||||
| 2024 | -0.03% | -1.17% | 1.04% | -2.37% | 1.77% | 0.95% | 2.35% | 1.40% | 1.40% | -2.26% | 1.06% | -1.46% | 2.56% |
| 2023 | 3.36% | -2.49% | 2.21% | 0.68% | -0.99% | -0.12% | 0.21% | -0.51% | -2.43% | -1.54% | 4.70% | 3.91% | 6.88% |
| 2022 | -2.25% | -1.28% | -2.74% | -3.74% | 0.34% | -1.87% | 2.39% | -2.52% | -4.27% | -1.15% | 3.82% | -0.13% | -12.88% |
| 2021 | -0.50% | -1.29% | -1.34% | 0.88% | 0.28% | 0.96% | 1.04% | -0.08% | -0.82% | -0.13% | 0.10% | -0.68% | -1.61% |
| 2020 | 1.91% | 1.52% | -3.29% | 3.01% | 1.34% | 1.31% | 1.86% | -0.44% | -0.03% | -0.21% | 1.28% | -0.56% | 7.80% |
| 2019 | 1.42% | 0.25% | 1.98% | 0.20% | 1.51% | 1.50% | 0.32% | 2.43% | -0.44% | 0.41% | -0.03% | 0.16% | 10.10% |
| 2018 | -0.88% | -1.02% | 0.50% | -0.64% | 0.53% | -0.22% | 0.27% | 0.63% | -0.56% | -0.85% | 0.36% | 1.41% | -0.51% |
| 2017 | 0.36% | 0.79% | 0.04% | 0.77% | 0.95% | 0.05% | 0.59% | 0.85% | -0.40% | 0.24% | -0.12% | 0.43% | 4.65% |
| 2016 | 0.90% | 0.53% | 1.60% | 0.94% | 0.15% | 1.84% | 1.00% | 0.15% | -0.04% | -0.57% | -2.17% | 0.17% | 4.53% |
| 2015 | 2.06% | -0.64% | 0.39% | -0.22% | -0.15% | -1.19% | 0.57% | -0.32% | 0.50% | 0.22% | -0.39% | -0.65% | 0.14% |
| 2014 | 1.61% | 0.73% | -0.03% | 0.90% | 1.25% | 0.27% | -0.20% | 1.14% | -0.81% | 0.92% | 0.59% | 0.05% | 6.61% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BCOIX is 75, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Baird Core Plus Bond Fund provided a 4.22% dividend yield over the last twelve months, with an annual payout of $0.42 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.42 | $0.41 | $0.36 | $0.31 | $0.35 | $0.43 | $0.34 | $0.34 | $0.32 | $0.33 | $0.31 | $0.33 |
Dividend yield | 4.22% | 4.12% | 3.58% | 3.10% | 2.96% | 3.51% | 2.96% | 3.13% | 2.83% | 3.01% | 2.84% | 2.98% |
Monthly Dividends
The table displays the monthly dividend distributions for Baird Core Plus Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.03 | $0.03 | $0.04 | $0.03 | $0.00 | $0.13 | |||||||
| 2024 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.05 | $0.41 |
| 2023 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.36 |
| 2022 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.31 |
| 2021 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.10 | $0.35 |
| 2020 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.03 | $0.03 | $0.02 | $0.03 | $0.15 | $0.43 |
| 2019 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.34 |
| 2018 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.34 |
| 2017 | $0.02 | $0.03 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.03 | $0.03 | $0.04 | $0.32 |
| 2016 | $0.02 | $0.03 | $0.02 | $0.02 | $0.03 | $0.03 | $0.02 | $0.03 | $0.02 | $0.03 | $0.02 | $0.06 | $0.33 |
| 2015 | $0.02 | $0.03 | $0.02 | $0.03 | $0.02 | $0.03 | $0.02 | $0.03 | $0.03 | $0.02 | $0.03 | $0.04 | $0.31 |
| 2014 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.03 | $0.04 | $0.33 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Baird Core Plus Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Baird Core Plus Bond Fund was 18.87%, occurring on Oct 20, 2022. The portfolio has not yet recovered.
The current Baird Core Plus Bond Fund drawdown is 5.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.87% | Dec 15, 2020 | 466 | Oct 20, 2022 | — | — | — |
| -8.44% | Mar 9, 2020 | 10 | Mar 20, 2020 | 55 | Jun 9, 2020 | 65 |
| -7.78% | Jan 24, 2008 | 197 | Oct 31, 2008 | 154 | Jun 15, 2009 | 351 |
| -5.3% | May 3, 2013 | 87 | Sep 5, 2013 | 151 | Apr 11, 2014 | 238 |
| -4.97% | Nov 8, 2001 | 27 | Dec 17, 2001 | 178 | Sep 3, 2002 | 205 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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