BAGSX vs. FBND

In the year-to-date period, BAGSX achieves a 1.94% return, which is significantly lower than FBND's 2.24% return. Over the past 10 years, BAGSX has underperformed FBND with an annualized return of 1.54%, while FBND has yielded a comparatively higher 2.26% annualized return.

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BAGSX has a 0.55% expense ratio, which is higher than FBND's 0.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund (BAGSX) and Fidelity Total Bond ETF (FBND). 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 BAGSX Sharpe Ratio is 0.96, which is comparable to the FBND Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of BAGSX and FBND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BAGSX's dividend yield for the trailing twelve months is around 3.68%, less than FBND's 4.66% yield.

The maximum BAGSX drawdown since its inception was -19.80%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for BAGSX and FBND. For additional features, visit the drawdowns tool.

The current volatility for Baird Aggregate Bond Fund (BAGSX) is 1.66%, while Fidelity Total Bond ETF (FBND) has a volatility of 1.82%. This indicates that BAGSX experiences smaller price fluctuations and is considered to be less risky than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.