BCOIX vs. RGHYX

In the year-to-date period, BCOIX achieves a 1.93% return, which is significantly higher than RGHYX's 1.04% return. Over the past 10 years, BCOIX has underperformed RGHYX with an annualized return of 2.10%, while RGHYX has yielded a comparatively higher 5.16% annualized return.

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BCOIX has a 0.30% expense ratio, which is lower than RGHYX's 0.57% expense ratio.

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.

The current BCOIX Sharpe Ratio is 1.12, which is lower than the RGHYX Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of BCOIX and RGHYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BCOIX's dividend yield for the trailing twelve months is around 4.21%, less than RGHYX's 6.24% yield.

The maximum BCOIX drawdown since its inception was -18.87%, which is greater than RGHYX's maximum drawdown of -17.38%. Use the drawdown chart below to compare losses from any high point for BCOIX and RGHYX. For additional features, visit the drawdowns tool.

Baird Core Plus Bond Fund (BCOIX) has a higher volatility of 1.47% compared to RBC BlueBay High Yield Bond Fund (RGHYX) at 1.29%. 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.