BAGIX vs. BND

In the year-to-date period, BAGIX achieves a 1.90% return, which is significantly higher than BND's 1.24% return. Over the past 10 years, BAGIX has outperformed BND with an annualized return of 1.75%, while BND has yielded a comparatively lower 1.39% annualized return.

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BAGIX has a 0.30% expense ratio, which is higher than BND's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund Class I (BAGIX) and Vanguard Total Bond Market ETF (BND). 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 current BAGIX Sharpe Ratio is 0.94, which is higher than the BND Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of BAGIX and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BAGIX's dividend yield for the trailing twelve months is around 4.10%, more than BND's 3.79% yield.

The maximum BAGIX drawdown since its inception was -19.44%, roughly equal to the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for BAGIX and BND. For additional features, visit the drawdowns tool.

The current volatility for Baird Aggregate Bond Fund Class I (BAGIX) is 1.27%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.55%. This indicates that BAGIX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.