BAGSX vs. BSBSX
Compare and contrast key facts about Baird Aggregate Bond Fund (BAGSX) and Baird Short-Term Bond Fund Investor Class (BSBSX).
BAGSX is managed by Baird. It was launched on Sep 29, 2000. BSBSX is a passively managed fund by Baird that tracks the performance of the Bloomberg 1-3 Year U.S. Government/Credit Index. It was launched on Sep 19, 2012.
Performance
BAGSX vs. BSBSX - Performance Comparison
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BAGSX vs. BSBSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAGSX Baird Aggregate Bond Fund | -0.31% | 7.11% | 1.63% | 6.12% | -13.52% | -1.74% | 8.42% | 9.17% | -0.55% | 3.90% |
BSBSX Baird Short-Term Bond Fund Investor Class | 0.10% | 5.41% | 4.73% | 5.39% | -3.88% | -0.57% | 3.87% | 4.42% | 1.24% | 1.28% |
Returns By Period
In the year-to-date period, BAGSX achieves a -0.31% return, which is significantly lower than BSBSX's 0.10% return. Over the past 10 years, BAGSX has underperformed BSBSX with an annualized return of 1.81%, while BSBSX has yielded a comparatively higher 2.25% annualized return.
BAGSX
- 1D
- 0.59%
- 1M
- -2.07%
- YTD
- -0.31%
- 6M
- 0.69%
- 1Y
- 4.01%
- 3Y*
- 3.80%
- 5Y*
- 0.26%
- 10Y*
- 1.81%
BSBSX
- 1D
- 0.11%
- 1M
- -0.61%
- YTD
- 0.10%
- 6M
- 1.16%
- 1Y
- 3.89%
- 3Y*
- 4.71%
- 5Y*
- 2.18%
- 10Y*
- 2.25%
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BAGSX vs. BSBSX - Expense Ratio Comparison
Both BAGSX and BSBSX have an expense ratio of 0.55%.
Return for Risk
BAGSX vs. BSBSX — Risk / Return Rank
BAGSX
BSBSX
BAGSX vs. BSBSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund (BAGSX) and Baird Short-Term Bond Fund Investor Class (BSBSX). 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.
| BAGSX | BSBSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 2.47 | -1.48 |
Sortino ratioReturn per unit of downside risk | 1.42 | 3.88 | -2.46 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.56 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 4.92 | -3.13 |
Martin ratioReturn relative to average drawdown | 5.16 | 20.41 | -15.25 |
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
| BAGSX | BSBSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 2.47 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 1.13 | -1.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 1.35 | -0.98 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 1.30 | -0.37 |
Correlation
The correlation between BAGSX and BSBSX is 0.67, 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
BAGSX vs. BSBSX - Dividend Comparison
BAGSX's dividend yield for the trailing twelve months is around 3.76%, less than BSBSX's 4.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAGSX Baird Aggregate Bond Fund | 3.76% | 3.69% | 3.62% | 3.10% | 2.33% | 1.68% | 3.02% | 2.41% | 2.53% | 2.21% | 1.96% | 2.14% |
BSBSX Baird Short-Term Bond Fund Investor Class | 4.05% | 4.10% | 4.08% | 3.16% | 1.54% | 1.17% | 2.37% | 2.24% | 1.96% | 1.49% | 1.35% | 1.37% |
Drawdowns
BAGSX vs. BSBSX - Drawdown Comparison
The maximum BAGSX drawdown since its inception was -18.97%, which is greater than BSBSX's maximum drawdown of -6.29%. Use the drawdown chart below to compare losses from any high point for BAGSX and BSBSX.
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Drawdown Indicators
| BAGSX | BSBSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.97% | -6.29% | -12.68% |
Max Drawdown (1Y)Largest decline over 1 year | -2.64% | -0.84% | -1.80% |
Max Drawdown (5Y)Largest decline over 5 years | -18.84% | -6.29% | -12.55% |
Max Drawdown (10Y)Largest decline over 10 years | -18.97% | -6.29% | -12.68% |
Current DrawdownCurrent decline from peak | -2.14% | -0.61% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -2.53% | -0.68% | -1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.20% | +0.72% |
Volatility
BAGSX vs. BSBSX - Volatility Comparison
Baird Aggregate Bond Fund (BAGSX) has a higher volatility of 1.64% compared to Baird Short-Term Bond Fund Investor Class (BSBSX) at 0.46%. This indicates that BAGSX's price experiences larger fluctuations and is considered to be riskier than BSBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAGSX | BSBSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 0.46% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 0.90% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.27% | 1.58% | +2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 1.93% | +3.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.89% | 1.67% | +3.22% |