BAGIX vs. BSBIX
Compare and contrast key facts about Baird Aggregate Bond Fund Class I (BAGIX) and Baird Short-Term Bond Fund Institutional Class (BSBIX).
BAGIX is managed by Baird. It was launched on Sep 29, 2000. BSBIX is a passively managed fund by Baird that tracks the performance of the Bloomberg Barclays 1-3 Year U.S. Government/Credit Bond Index. It was launched on Aug 31, 2004.
Performance
BAGIX vs. BSBIX - Performance Comparison
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BAGIX vs. BSBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAGIX Baird Aggregate Bond Fund Class I | -0.06% | 7.37% | 1.85% | 6.42% | -13.35% | -1.46% | 8.63% | 9.48% | -0.31% | 4.20% |
BSBIX Baird Short-Term Bond Fund Institutional Class | 0.27% | 5.67% | 4.99% | 5.65% | -3.64% | -0.42% | 4.23% | 4.68% | 1.49% | 1.53% |
Returns By Period
In the year-to-date period, BAGIX achieves a -0.06% return, which is significantly lower than BSBIX's 0.27% return. Over the past 10 years, BAGIX has underperformed BSBIX with an annualized return of 2.07%, while BSBIX has yielded a comparatively higher 2.51% annualized return.
BAGIX
- 1D
- 0.00%
- 1M
- -1.35%
- YTD
- -0.06%
- 6M
- 0.66%
- 1Y
- 4.14%
- 3Y*
- 4.12%
- 5Y*
- 0.47%
- 10Y*
- 2.07%
BSBIX
- 1D
- 0.00%
- 1M
- -0.39%
- YTD
- 0.27%
- 6M
- 1.29%
- 1Y
- 4.26%
- 3Y*
- 5.01%
- 5Y*
- 2.46%
- 10Y*
- 2.51%
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BAGIX vs. BSBIX - Expense Ratio Comparison
Both BAGIX and BSBIX have an expense ratio of 0.30%.
Return for Risk
BAGIX vs. BSBIX — Risk / Return Rank
BAGIX
BSBIX
BAGIX vs. BSBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund Class I (BAGIX) and Baird Short-Term Bond Fund Institutional Class (BSBIX). 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.
| BAGIX | BSBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 2.95 | -1.97 |
Sortino ratioReturn per unit of downside risk | 1.40 | 4.64 | -3.24 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.79 | -0.61 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 4.54 | -2.88 |
Martin ratioReturn relative to average drawdown | 4.80 | 19.82 | -15.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAGIX | BSBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 2.95 | -1.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 1.28 | -1.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 1.51 | -1.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 1.64 | -0.66 |
Correlation
The correlation between BAGIX and BSBIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BAGIX vs. BSBIX - Dividend Comparison
BAGIX's dividend yield for the trailing twelve months is around 4.18%, less than BSBIX's 4.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAGIX Baird Aggregate Bond Fund Class I | 4.18% | 4.12% | 4.03% | 3.47% | 2.70% | 2.00% | 3.39% | 2.75% | 2.87% | 2.54% | 2.25% | 2.46% |
BSBIX Baird Short-Term Bond Fund Institutional Class | 4.30% | 4.35% | 4.34% | 3.41% | 1.79% | 1.42% | 2.61% | 2.49% | 2.20% | 1.73% | 1.60% | 1.62% |
Drawdowns
BAGIX vs. BSBIX - Drawdown Comparison
The maximum BAGIX drawdown since its inception was -18.62%, which is greater than BSBIX's maximum drawdown of -5.95%. Use the drawdown chart below to compare losses from any high point for BAGIX and BSBIX.
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Drawdown Indicators
| BAGIX | BSBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.62% | -5.95% | -12.67% |
Max Drawdown (1Y)Largest decline over 1 year | -2.63% | -0.94% | -1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -18.60% | -5.95% | -12.65% |
Max Drawdown (10Y)Largest decline over 10 years | -18.62% | -5.95% | -12.67% |
Current DrawdownCurrent decline from peak | -1.84% | -0.59% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -2.36% | -0.55% | -1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.21% | +0.70% |
Volatility
BAGIX vs. BSBIX - Volatility Comparison
Baird Aggregate Bond Fund Class I (BAGIX) has a higher volatility of 1.50% compared to Baird Short-Term Bond Fund Institutional Class (BSBIX) at 0.53%. This indicates that BAGIX's price experiences larger fluctuations and is considered to be riskier than BSBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAGIX | BSBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 0.53% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 0.86% | +1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.27% | 1.42% | +2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.90% | 1.93% | +3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.87% | 1.67% | +3.20% |