BCOIX vs. BFFAX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOIX) and American Funds The Bond Fund of America Class F-3 (BFFAX).
BCOIX is managed by Baird. It was launched on Sep 29, 2000. BFFAX is managed by American Funds. It was launched on May 28, 1974.
Performance
BCOIX vs. BFFAX - Performance Comparison
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BCOIX vs. BFFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCOIX Baird Core Plus Bond Fund | -0.16% | 7.47% | 2.54% | 6.89% | -12.86% | -1.02% | 8.80% | 10.11% | -0.52% | 4.36% |
BFFAX American Funds The Bond Fund of America Class F-3 | -0.53% | 7.54% | 1.54% | 4.39% | -13.00% | -0.97% | 11.12% | 8.17% | 0.22% | 3.07% |
Returns By Period
In the year-to-date period, BCOIX achieves a -0.16% return, which is significantly higher than BFFAX's -0.53% return.
BCOIX
- 1D
- 0.20%
- 1M
- -1.46%
- YTD
- -0.16%
- 6M
- 0.74%
- 1Y
- 4.27%
- 3Y*
- 4.51%
- 5Y*
- 0.85%
- 10Y*
- 2.54%
BFFAX
- 1D
- 0.27%
- 1M
- -1.74%
- YTD
- -0.53%
- 6M
- 0.32%
- 1Y
- 3.72%
- 3Y*
- 3.29%
- 5Y*
- 0.06%
- 10Y*
- —
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BCOIX vs. BFFAX - Expense Ratio Comparison
BCOIX has a 0.30% expense ratio, which is higher than BFFAX's 0.20% expense ratio.
Return for Risk
BCOIX vs. BFFAX — Risk / Return Rank
BCOIX
BFFAX
BCOIX vs. BFFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOIX) and American Funds The Bond Fund of America Class F-3 (BFFAX). 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 | BFFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.92 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.32 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.56 | +0.32 |
Martin ratioReturn relative to average drawdown | 5.68 | 4.48 | +1.21 |
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 | BFFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.92 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.01 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.43 | +0.65 |
Correlation
The correlation between BCOIX and BFFAX is 0.93, 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. BFFAX - Dividend Comparison
BCOIX's dividend yield for the trailing twelve months is around 4.30%, more than BFFAX's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOIX Baird Core Plus Bond Fund | 4.30% | 4.21% | 4.13% | 3.58% | 3.10% | 2.96% | 3.51% | 2.96% | 3.13% | 2.83% | 3.01% | 2.84% |
BFFAX American Funds The Bond Fund of America Class F-3 | 4.12% | 4.48% | 4.67% | 3.28% | 2.46% | 1.98% | 5.38% | 3.80% | 2.72% | 2.01% | 0.00% | 0.00% |
Drawdowns
BCOIX vs. BFFAX - Drawdown Comparison
The maximum BCOIX drawdown since its inception was -18.13%, roughly equal to the maximum BFFAX drawdown of -17.74%. Use the drawdown chart below to compare losses from any high point for BCOIX and BFFAX.
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Drawdown Indicators
| BCOIX | BFFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -17.74% | -0.39% |
Max Drawdown (1Y)Largest decline over 1 year | -2.54% | -2.94% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -18.13% | -17.74% | -0.39% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | — | — |
Current DrawdownCurrent decline from peak | -1.84% | -2.32% | +0.48% |
Average DrawdownAverage peak-to-trough decline | -2.19% | -4.74% | +2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 1.02% | -0.18% |
Volatility
BCOIX vs. BFFAX - Volatility Comparison
Baird Core Plus Bond Fund (BCOIX) has a higher volatility of 1.63% compared to American Funds The Bond Fund of America Class F-3 (BFFAX) at 1.49%. This indicates that BCOIX's price experiences larger fluctuations and is considered to be riskier than BFFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCOIX | BFFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.49% | +0.14% |
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% | 4.40% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.62% | 5.92% | -0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.66% | 5.00% | -0.34% |