PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
BCOIX vs. CGMS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BCOIX vs. CGMS

Last updated May 12, 2025

Compare and contrast key facts about Baird Core Plus Bond Fund (BCOIX) and Capital Group U.S. Multi-Sector Income ETF (CGMS).

BCOIX is managed by Baird. It was launched on Sep 29, 2000. CGMS is an actively managed fund by Capital Group. It was launched on Oct 25, 2022.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCOIX or CGMS.

Correlation

The correlation between BCOIX and CGMS is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

BCOIX vs. CGMS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baird Core Plus Bond Fund (BCOIX) and Capital Group U.S. Multi-Sector Income ETF (CGMS). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

BCOIX:

5.29%

CGMS:

3.27%

Max Drawdown

BCOIX:

-0.49%

CGMS:

-0.26%

Current Drawdown

BCOIX:

-0.40%

CGMS:

-0.07%

Returns By Period

BCOIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

CGMS

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BCOIX vs. CGMS - Expense Ratio Comparison

BCOIX has a 0.30% expense ratio, which is lower than CGMS's 0.39% expense ratio.

CGMS
Capital Group U.S. Multi-Sector Income ETF
BCOIX
Baird Core Plus Bond Fund

Risk-Adjusted Performance

BCOIX vs. CGMS — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BCOIX
The Risk-Adjusted Performance Rank of BCOIX is 7979
Overall Rank
The Sharpe Ratio Rank of BCOIX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BCOIX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of BCOIX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BCOIX is 6969
Calmar Ratio Rank
The Martin Ratio Rank of BCOIX is 7676
Martin Ratio Rank
CGMS
The Risk-Adjusted Performance Rank of CGMS is 8888
Overall Rank
The Sharpe Ratio Rank of CGMS is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of CGMS is 8787
Sortino Ratio Rank
The Omega Ratio Rank of CGMS is 8787
Omega Ratio Rank
The Calmar Ratio Rank of CGMS is 9090
Calmar Ratio Rank
The Martin Ratio Rank of CGMS is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BCOIX vs. CGMS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOIX) and Capital Group U.S. Multi-Sector Income ETF (CGMS). 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.

No data
No data
No data
No data
No data

Loading data...

Dividends

BCOIX vs. CGMS - Dividend Comparison

BCOIX's dividend yield for the trailing twelve months is around 4.21%, less than CGMS's 5.90% yield.

TTM20242023202220212020201920182017201620152014
BCOIX
Baird Core Plus Bond Fund		4.21%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CGMS
Capital Group U.S. Multi-Sector Income ETF		5.90%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BCOIX vs. CGMS - Drawdown Comparison

The maximum BCOIX drawdown since its inception was -0.49%, which is greater than CGMS's maximum drawdown of -0.26%. Use the drawdown chart below to compare losses from any high point for BCOIX and CGMS. For additional features, visit the drawdowns tool.

Loading data...

Volatility

BCOIX vs. CGMS - Volatility Comparison

Loading data...