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ACITX vs. BAGSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ACITX and BAGSX is -0.18. 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.


-0.50.00.51.0
Correlation: -0.2

Performance

ACITX vs. BAGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Inflation-Adjusted Bond Fund (ACITX) and Baird Aggregate Bond Fund (BAGSX). The values are adjusted to include any dividend payments, if applicable.

125.00%130.00%135.00%140.00%145.00%NovemberDecember2025FebruaryMarchApril
145.19%
130.53%
ACITX
BAGSX

Key characteristics

Sharpe Ratio

ACITX:

1.49

BAGSX:

1.25

Sortino Ratio

ACITX:

2.11

BAGSX:

1.86

Omega Ratio

ACITX:

1.27

BAGSX:

1.22

Calmar Ratio

ACITX:

0.60

BAGSX:

0.49

Martin Ratio

ACITX:

4.43

BAGSX:

3.23

Ulcer Index

ACITX:

1.60%

BAGSX:

2.06%

Daily Std Dev

ACITX:

4.74%

BAGSX:

5.34%

Max Drawdown

ACITX:

-15.46%

BAGSX:

-19.80%

Current Drawdown

ACITX:

-5.22%

BAGSX:

-7.33%

Returns By Period

In the year-to-date period, ACITX achieves a 3.68% return, which is significantly higher than BAGSX's 2.15% return. Over the past 10 years, ACITX has outperformed BAGSX with an annualized return of 2.29%, while BAGSX has yielded a comparatively lower 1.45% annualized return.


ACITX

YTD

3.68%

1M

0.47%

6M

2.53%

1Y

7.18%

5Y*

1.54%

10Y*

2.29%

BAGSX

YTD

2.15%

1M

0.20%

6M

1.35%

1Y

7.01%

5Y*

-0.68%

10Y*

1.45%

*Annualized

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ACITX vs. BAGSX - Expense Ratio Comparison

ACITX has a 0.46% expense ratio, which is lower than BAGSX's 0.55% expense ratio.


Expense ratio chart for BAGSX: current value is 0.55%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BAGSX: 0.55%
Expense ratio chart for ACITX: current value is 0.46%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
ACITX: 0.46%

Risk-Adjusted Performance

ACITX vs. BAGSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACITX
The Risk-Adjusted Performance Rank of ACITX is 8383
Overall Rank
The Sharpe Ratio Rank of ACITX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of ACITX is 8686
Sortino Ratio Rank
The Omega Ratio Rank of ACITX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of ACITX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of ACITX is 8383
Martin Ratio Rank

BAGSX
The Risk-Adjusted Performance Rank of BAGSX is 7777
Overall Rank
The Sharpe Ratio Rank of BAGSX is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of BAGSX is 8383
Sortino Ratio Rank
The Omega Ratio Rank of BAGSX is 8080
Omega Ratio Rank
The Calmar Ratio Rank of BAGSX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of BAGSX is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ACITX vs. BAGSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Inflation-Adjusted Bond Fund (ACITX) and Baird Aggregate Bond Fund (BAGSX). 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.


The chart of Sharpe ratio for ACITX, currently valued at 1.49, compared to the broader market-1.000.001.002.003.00
ACITX: 1.49
BAGSX: 1.25
The chart of Sortino ratio for ACITX, currently valued at 2.11, compared to the broader market-2.000.002.004.006.008.0010.00
ACITX: 2.11
BAGSX: 1.86
The chart of Omega ratio for ACITX, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.00
ACITX: 1.27
BAGSX: 1.22
The chart of Calmar ratio for ACITX, currently valued at 0.60, compared to the broader market0.002.004.006.008.0010.00
ACITX: 0.60
BAGSX: 0.49
The chart of Martin ratio for ACITX, currently valued at 4.43, compared to the broader market0.0010.0020.0030.0040.0050.00
ACITX: 4.43
BAGSX: 3.23

The current ACITX Sharpe Ratio is 1.49, which is comparable to the BAGSX Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of ACITX and BAGSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
1.49
1.25
ACITX
BAGSX

Dividends

ACITX vs. BAGSX - Dividend Comparison

ACITX's dividend yield for the trailing twelve months is around 2.12%, less than BAGSX's 3.38% yield.


TTM20242023202220212020201920182017201620152014
ACITX
American Century Inflation-Adjusted Bond Fund
2.12%2.20%4.45%7.34%4.47%1.16%2.45%4.32%3.47%1.96%0.99%1.54%
BAGSX
Baird Aggregate Bond Fund
3.38%3.63%3.10%2.33%1.58%1.94%2.41%2.53%2.21%2.14%2.17%2.53%

Drawdowns

ACITX vs. BAGSX - Drawdown Comparison

The maximum ACITX drawdown since its inception was -15.46%, smaller than the maximum BAGSX drawdown of -19.80%. Use the drawdown chart below to compare losses from any high point for ACITX and BAGSX. For additional features, visit the drawdowns tool.


-10.00%-9.00%-8.00%-7.00%-6.00%-5.00%-4.00%NovemberDecember2025FebruaryMarchApril
-5.22%
-7.33%
ACITX
BAGSX

Volatility

ACITX vs. BAGSX - Volatility Comparison

American Century Inflation-Adjusted Bond Fund (ACITX) has a higher volatility of 2.44% compared to Baird Aggregate Bond Fund (BAGSX) at 2.06%. This indicates that ACITX's price experiences larger fluctuations and is considered to be riskier than BAGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%2.50%NovemberDecember2025FebruaryMarchApril
2.44%
2.06%
ACITX
BAGSX