BCOIX vs. CTRIX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOIX) and Calamos Total Return Bond Fund (CTRIX).
BCOIX is managed by Baird. It was launched on Sep 29, 2000. CTRIX is managed by Calamos. It was launched on Jun 27, 2007.
Performance
BCOIX vs. CTRIX - Performance Comparison
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BCOIX vs. CTRIX - 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% |
CTRIX Calamos Total Return Bond Fund | -0.63% | 7.31% | 1.49% | 4.78% | -12.91% | -1.27% | 6.97% | 9.24% | -1.10% | 3.32% |
Returns By Period
In the year-to-date period, BCOIX achieves a -0.36% return, which is significantly higher than CTRIX's -0.63% return. Over the past 10 years, BCOIX has outperformed CTRIX with an annualized return of 2.52%, while CTRIX has yielded a comparatively lower 1.59% 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%
CTRIX
- 1D
- 0.45%
- 1M
- -2.28%
- YTD
- -0.63%
- 6M
- 0.38%
- 1Y
- 3.87%
- 3Y*
- 3.32%
- 5Y*
- 0.13%
- 10Y*
- 1.59%
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BCOIX vs. CTRIX - Expense Ratio Comparison
BCOIX has a 0.30% expense ratio, which is lower than CTRIX's 0.65% expense ratio.
Return for Risk
BCOIX vs. CTRIX — Risk / Return Rank
BCOIX
CTRIX
BCOIX vs. CTRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOIX) and Calamos Total Return Bond Fund (CTRIX). 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 | CTRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.03 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.45 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 1.81 | +0.20 |
Martin ratioReturn relative to average drawdown | 6.11 | 5.48 | +0.64 |
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 | CTRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.03 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.02 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.35 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.50 | +0.57 |
Correlation
The correlation between BCOIX and CTRIX is 0.84, 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. CTRIX - Dividend Comparison
BCOIX's dividend yield for the trailing twelve months is around 4.31%, more than CTRIX's 3.60% 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% |
CTRIX Calamos Total Return Bond Fund | 3.60% | 3.90% | 3.63% | 2.61% | 2.71% | 3.46% | 2.42% | 2.79% | 2.89% | 3.29% | 2.76% | 4.68% |
Drawdowns
BCOIX vs. CTRIX - Drawdown Comparison
The maximum BCOIX drawdown since its inception was -18.13%, roughly equal to the maximum CTRIX drawdown of -17.84%. Use the drawdown chart below to compare losses from any high point for BCOIX and CTRIX.
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Drawdown Indicators
| BCOIX | CTRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -17.84% | -0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -2.54% | -2.71% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -18.13% | -17.84% | -0.29% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -17.84% | -0.29% |
Current DrawdownCurrent decline from peak | -2.04% | -2.63% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -2.19% | -3.04% | +0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 0.90% | -0.07% |
Volatility
BCOIX vs. CTRIX - Volatility Comparison
Baird Core Plus Bond Fund (BCOIX) and Calamos Total Return Bond Fund (CTRIX) have volatilities of 1.63% and 1.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCOIX | CTRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.64% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.53% | 2.52% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.11% | 4.35% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.62% | 5.51% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.66% | 4.57% | +0.09% |