BAGSX vs. TSBIX
Compare and contrast key facts about Baird Aggregate Bond Fund (BAGSX) and TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX).
BAGSX is managed by Baird. It was launched on Sep 29, 2000. TSBIX is managed by TIAA Investments.
Performance
BAGSX vs. TSBIX - Performance Comparison
Loading graphics...
BAGSX vs. TSBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAGSX Baird Aggregate Bond Fund | -0.11% | 7.11% | 1.63% | 6.12% | -13.52% | -1.74% | 8.42% | 9.17% | -0.55% | 3.90% |
TSBIX TIAA-CREF Core Impact Bond Fund Institutional Class | -0.18% | 8.69% | 3.32% | 6.05% | -14.43% | -1.03% | 7.43% | 8.94% | 0.08% | 4.52% |
Returns By Period
In the year-to-date period, BAGSX achieves a -0.11% return, which is significantly higher than TSBIX's -0.18% return. Over the past 10 years, BAGSX has underperformed TSBIX with an annualized return of 1.83%, while TSBIX has yielded a comparatively higher 2.17% annualized return.
BAGSX
- 1D
- 0.20%
- 1M
- -1.41%
- YTD
- -0.11%
- 6M
- 0.70%
- 1Y
- 3.91%
- 3Y*
- 3.86%
- 5Y*
- 0.23%
- 10Y*
- 1.83%
TSBIX
- 1D
- 0.22%
- 1M
- -1.74%
- YTD
- -0.18%
- 6M
- 1.06%
- 1Y
- 4.54%
- 3Y*
- 4.80%
- 5Y*
- 0.67%
- 10Y*
- 2.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BAGSX vs. TSBIX - Expense Ratio Comparison
BAGSX has a 0.55% expense ratio, which is higher than TSBIX's 0.35% expense ratio.
Return for Risk
BAGSX vs. TSBIX — Risk / Return Rank
BAGSX
TSBIX
BAGSX vs. TSBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund (BAGSX) and TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX). 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 | TSBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.15 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.64 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.12 | -0.45 |
Martin ratioReturn relative to average drawdown | 4.78 | 6.29 | -1.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BAGSX | TSBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.15 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.12 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.45 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.56 | +0.37 |
Correlation
The correlation between BAGSX and TSBIX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BAGSX vs. TSBIX - Dividend Comparison
BAGSX's dividend yield for the trailing twelve months is around 3.75%, less than TSBIX's 4.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAGSX Baird Aggregate Bond Fund | 3.75% | 3.69% | 3.62% | 3.10% | 2.33% | 1.68% | 3.02% | 2.41% | 2.53% | 2.21% | 1.96% | 2.14% |
TSBIX TIAA-CREF Core Impact Bond Fund Institutional Class | 4.34% | 5.38% | 5.10% | 3.77% | 2.31% | 1.69% | 4.56% | 3.68% | 2.63% | 2.45% | 3.19% | 2.89% |
Drawdowns
BAGSX vs. TSBIX - Drawdown Comparison
The maximum BAGSX drawdown since its inception was -18.97%, roughly equal to the maximum TSBIX drawdown of -19.21%. Use the drawdown chart below to compare losses from any high point for BAGSX and TSBIX.
Loading graphics...
Drawdown Indicators
| BAGSX | TSBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.97% | -19.21% | +0.24% |
Max Drawdown (1Y)Largest decline over 1 year | -2.64% | -2.82% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -18.84% | -19.21% | +0.37% |
Max Drawdown (10Y)Largest decline over 10 years | -18.97% | -19.21% | +0.24% |
Current DrawdownCurrent decline from peak | -1.95% | -2.17% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -2.53% | -3.58% | +1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.95% | -0.03% |
Volatility
BAGSX vs. TSBIX - Volatility Comparison
Baird Aggregate Bond Fund (BAGSX) has a higher volatility of 1.61% compared to TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) at 1.50%. This indicates that BAGSX's price experiences larger fluctuations and is considered to be riskier than TSBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BAGSX | TSBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 1.50% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 2.52% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.26% | 4.32% | -0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 5.80% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.89% | 4.83% | +0.06% |