BCOIX vs. RGHYX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOIX) and RBC BlueBay High Yield Bond Fund (RGHYX).
BCOIX is managed by Baird. It was launched on Sep 29, 2000. RGHYX is managed by RBC Global Asset Management.. It was launched on Nov 30, 2011.
Performance
BCOIX vs. RGHYX - Performance Comparison
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BCOIX vs. RGHYX - 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% | 4.65% |
RGHYX RBC BlueBay High Yield Bond Fund | -0.88% | 9.02% | 7.14% | 12.88% | -8.48% | 3.72% | 9.65% | 15.83% | -0.73% | 6.72% |
Returns By Period
In the year-to-date period, BCOIX achieves a -0.16% return, which is significantly higher than RGHYX's -0.88% return. Over the past 10 years, BCOIX has underperformed RGHYX with an annualized return of 2.54%, while RGHYX has yielded a comparatively higher 6.07% annualized 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%
RGHYX
- 1D
- 0.51%
- 1M
- -1.41%
- YTD
- -0.88%
- 6M
- 0.41%
- 1Y
- 6.94%
- 3Y*
- 8.22%
- 5Y*
- 4.31%
- 10Y*
- 6.07%
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BCOIX vs. RGHYX - Expense Ratio Comparison
BCOIX has a 0.30% expense ratio, which is lower than RGHYX's 0.57% expense ratio.
Return for Risk
BCOIX vs. RGHYX — Risk / Return Rank
BCOIX
RGHYX
BCOIX vs. RGHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOIX) and RBC BlueBay High Yield Bond Fund (RGHYX). 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 | RGHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 2.15 | -1.03 |
Sortino ratioReturn per unit of downside risk | 1.60 | 2.87 | -1.27 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.52 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 2.16 | -0.28 |
Martin ratioReturn relative to average drawdown | 5.68 | 9.13 | -3.44 |
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 | RGHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 2.15 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 1.00 | -0.85 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 1.30 | -0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 1.41 | -0.34 |
Correlation
The correlation between BCOIX and RGHYX is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BCOIX vs. RGHYX - Dividend Comparison
BCOIX's dividend yield for the trailing twelve months is around 4.30%, less than RGHYX's 6.09% 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% |
RGHYX RBC BlueBay High Yield Bond Fund | 6.09% | 6.68% | 6.91% | 6.22% | 6.04% | 5.29% | 5.54% | 4.88% | 6.79% | 3.88% | 4.44% | 4.38% |
Drawdowns
BCOIX vs. RGHYX - Drawdown Comparison
The maximum BCOIX drawdown since its inception was -18.13%, roughly equal to the maximum RGHYX drawdown of -17.38%. Use the drawdown chart below to compare losses from any high point for BCOIX and RGHYX.
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Drawdown Indicators
| BCOIX | RGHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -17.38% | -0.75% |
Max Drawdown (1Y)Largest decline over 1 year | -2.54% | -3.07% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -18.13% | -12.79% | -5.34% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -17.38% | -0.75% |
Current DrawdownCurrent decline from peak | -1.84% | -2.05% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -2.19% | -1.49% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 0.73% | +0.11% |
Volatility
BCOIX vs. RGHYX - Volatility Comparison
Baird Core Plus Bond Fund (BCOIX) has a higher volatility of 1.63% compared to RBC BlueBay High Yield Bond Fund (RGHYX) at 1.35%. This indicates that BCOIX's price experiences larger fluctuations and is considered to be riskier than RGHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCOIX | RGHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.35% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 2.53% | 1.89% | +0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.11% | 3.33% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.62% | 4.35% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.66% | 4.67% | -0.01% |