BCOIX vs. BAGIX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOIX) and Baird Aggregate Bond Fund Class I (BAGIX).
BCOIX is managed by Baird. It was launched on Sep 29, 2000. BAGIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BCOIX vs. BAGIX - Performance Comparison
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BCOIX vs. BAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCOIX Baird Core Plus Bond Fund | -0.36% | 7.47% | 2.54% | 6.89% | -12.86% | -1.02% | 8.80% | 10.11% | -0.52% | 4.65% |
BAGIX Baird Aggregate Bond Fund Class I | -0.26% | 7.37% | 1.85% | 6.42% | -13.35% | -1.46% | 8.63% | 9.48% | -0.31% | 4.20% |
Returns By Period
In the year-to-date period, BCOIX achieves a -0.36% return, which is significantly lower than BAGIX's -0.26% return. Over the past 10 years, BCOIX has outperformed BAGIX with an annualized return of 2.52%, while BAGIX has yielded a comparatively lower 2.05% annualized return.
BCOIX
- 1D
- 0.49%
- 1M
- -2.04%
- YTD
- -0.36%
- 6M
- 0.74%
- 1Y
- 4.37%
- 3Y*
- 4.44%
- 5Y*
- 0.88%
- 10Y*
- 2.52%
BAGIX
- 1D
- 0.51%
- 1M
- -2.03%
- YTD
- -0.26%
- 6M
- 0.75%
- 1Y
- 4.14%
- 3Y*
- 4.05%
- 5Y*
- 0.51%
- 10Y*
- 2.05%
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BCOIX vs. BAGIX - Expense Ratio Comparison
Both BCOIX and BAGIX have an expense ratio of 0.30%.
Return for Risk
BCOIX vs. BAGIX — Risk / Return Rank
BCOIX
BAGIX
BCOIX vs. BAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOIX) and Baird Aggregate Bond Fund Class I (BAGIX). 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.
| BCOIX | BAGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.02 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.47 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 1.90 | +0.10 |
Martin ratioReturn relative to average drawdown | 6.11 | 5.60 | +0.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BCOIX | BAGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.02 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.09 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.42 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.97 | +0.10 |
Correlation
The correlation between BCOIX and BAGIX is 0.96, 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
BCOIX vs. BAGIX - Dividend Comparison
BCOIX's dividend yield for the trailing twelve months is around 4.31%, more than BAGIX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOIX Baird Core Plus Bond Fund | 4.31% | 4.21% | 4.13% | 3.58% | 3.10% | 2.96% | 3.51% | 2.96% | 3.13% | 2.83% | 3.01% | 2.84% |
BAGIX Baird Aggregate Bond Fund Class I | 4.19% | 4.12% | 4.03% | 3.47% | 2.70% | 2.00% | 3.39% | 2.75% | 2.87% | 2.54% | 2.25% | 2.46% |
Drawdowns
BCOIX vs. BAGIX - Drawdown Comparison
The maximum BCOIX drawdown since its inception was -18.13%, roughly equal to the maximum BAGIX drawdown of -18.62%. Use the drawdown chart below to compare losses from any high point for BCOIX and BAGIX.
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Drawdown Indicators
| BCOIX | BAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -18.62% | +0.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.54% | -2.63% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -18.13% | -18.60% | +0.47% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -18.62% | +0.49% |
Current DrawdownCurrent decline from peak | -2.04% | -2.03% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -2.19% | -2.36% | +0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 0.89% | -0.06% |
Volatility
BCOIX vs. BAGIX - Volatility Comparison
Baird Core Plus Bond Fund (BCOIX) has a higher volatility of 1.63% compared to Baird Aggregate Bond Fund Class I (BAGIX) at 1.50%. This indicates that BCOIX's price experiences larger fluctuations and is considered to be riskier than BAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCOIX | BAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.50% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 2.53% | 2.49% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.11% | 4.28% | -0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.62% | 5.90% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.66% | 4.88% | -0.22% |