BAGSX vs. BIMSX
Compare and contrast key facts about Baird Aggregate Bond Fund (BAGSX) and Baird Intermediate Bond Fund (BIMSX).
BAGSX is managed by Baird. It was launched on Sep 29, 2000. BIMSX is managed by Baird. It was launched on Sep 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAGSX or BIMSX.
Correlation
The correlation between BAGSX and BIMSX 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.
Performance
BAGSX vs. BIMSX - Performance Comparison
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Key characteristics
BAGSX:
0.96
BIMSX:
1.82
BAGSX:
1.42
BIMSX:
2.77
BAGSX:
1.16
BIMSX:
1.35
BAGSX:
0.40
BIMSX:
0.78
BAGSX:
2.44
BIMSX:
5.70
BAGSX:
2.08%
BIMSX:
1.04%
BAGSX:
5.34%
BIMSX:
3.27%
BAGSX:
-19.80%
BIMSX:
-14.54%
BAGSX:
-7.52%
BIMSX:
-1.82%
Returns By Period
In the year-to-date period, BAGSX achieves a 1.94% return, which is significantly lower than BIMSX's 2.35% return. Over the past 10 years, BAGSX has underperformed BIMSX with an annualized return of 1.54%, while BIMSX has yielded a comparatively higher 1.62% annualized return.
BAGSX
1.94%
0.98%
0.94%
5.39%
-0.66%
1.54%
BIMSX
2.35%
0.74%
2.28%
6.12%
0.38%
1.62%
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BAGSX vs. BIMSX - Expense Ratio Comparison
Both BAGSX and BIMSX have an expense ratio of 0.55%.
Risk-Adjusted Performance
BAGSX vs. BIMSX — Risk-Adjusted Performance Rank
BAGSX
BIMSX
BAGSX vs. BIMSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund (BAGSX) and Baird Intermediate Bond Fund (BIMSX). 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.
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Dividends
BAGSX vs. BIMSX - Dividend Comparison
BAGSX's dividend yield for the trailing twelve months is around 3.68%, more than BIMSX's 3.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAGSX Baird Aggregate Bond Fund | 3.68% | 3.62% | 3.10% | 2.33% | 1.68% | 3.02% | 2.41% | 2.53% | 2.21% | 2.20% | 2.14% | 2.54% |
BIMSX Baird Intermediate Bond Fund | 3.52% | 3.44% | 2.80% | 1.83% | 1.24% | 1.83% | 2.17% | 2.13% | 1.95% | 1.90% | 1.93% | 2.06% |
Drawdowns
BAGSX vs. BIMSX - Drawdown Comparison
The maximum BAGSX drawdown since its inception was -19.80%, which is greater than BIMSX's maximum drawdown of -14.54%. Use the drawdown chart below to compare losses from any high point for BAGSX and BIMSX. For additional features, visit the drawdowns tool.
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Volatility
BAGSX vs. BIMSX - Volatility Comparison
Baird Aggregate Bond Fund (BAGSX) has a higher volatility of 1.66% compared to Baird Intermediate Bond Fund (BIMSX) at 1.09%. This indicates that BAGSX's price experiences larger fluctuations and is considered to be riskier than BIMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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