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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCOIX or RGHYX.
Correlation
The correlation between BCOIX and RGHYX is 0.16, 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.
Performance
BCOIX vs. RGHYX - Performance Comparison
Key characteristics
BCOIX:
1.46
RGHYX:
2.09
BCOIX:
2.17
RGHYX:
2.74
BCOIX:
1.26
RGHYX:
1.48
BCOIX:
0.63
RGHYX:
1.53
BCOIX:
4.01
RGHYX:
7.96
BCOIX:
1.81%
RGHYX:
0.87%
BCOIX:
4.97%
RGHYX:
3.32%
BCOIX:
-18.87%
RGHYX:
-17.38%
BCOIX:
-5.05%
RGHYX:
-2.92%
Returns By Period
In the year-to-date period, BCOIX achieves a 1.70% return, which is significantly higher than RGHYX's -0.84% return. Over the past 10 years, BCOIX has underperformed RGHYX with an annualized return of 1.93%, while RGHYX has yielded a comparatively higher 4.60% annualized return.
BCOIX
1.70%
-0.73%
0.24%
7.03%
0.05%
1.93%
RGHYX
-0.84%
-2.14%
-0.73%
6.92%
4.95%
4.60%
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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.
Risk-Adjusted Performance
BCOIX vs. RGHYX — Risk-Adjusted Performance Rank
BCOIX
RGHYX
BCOIX vs. RGHYX - Risk-Adjusted Performance 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.
Dividends
BCOIX vs. RGHYX - Dividend Comparison
BCOIX's dividend yield for the trailing twelve months is around 4.20%, less than RGHYX's 6.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOIX Baird Core Plus Bond Fund | 4.20% | 4.15% | 3.57% | 3.09% | 2.36% | 2.58% | 2.95% | 3.13% | 2.83% | 2.82% | 2.84% | 3.00% |
RGHYX RBC BlueBay High Yield Bond Fund | 6.41% | 6.92% | 6.23% | 5.54% | 4.28% | 4.30% | 4.88% | 6.79% | 3.88% | 4.45% | 3.60% | 5.06% |
Drawdowns
BCOIX vs. RGHYX - Drawdown Comparison
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.
Volatility
BCOIX vs. RGHYX - Volatility Comparison
The current volatility for Baird Core Plus Bond Fund (BCOIX) is 1.88%, while RBC BlueBay High Yield Bond Fund (RGHYX) has a volatility of 2.10%. This indicates that BCOIX experiences smaller price fluctuations and is considered to be less risky than RGHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.