BCOIX vs. VBTLX

In the year-to-date period, BCOIX achieves a 1.42% return, which is significantly higher than VBTLX's 1.28% return. Over the past 10 years, BCOIX has outperformed VBTLX with an annualized return of 2.00%, while VBTLX has yielded a comparatively lower 1.34% annualized return.

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BCOIX has a 0.30% expense ratio, which is higher than VBTLX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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 0.99, which is comparable to the VBTLX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of BCOIX and VBTLX, 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 4.22%, more than VBTLX's 3.78% yield.

The maximum BCOIX drawdown since its inception was -18.87%, roughly equal to the maximum VBTLX drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for BCOIX and VBTLX. For additional features, visit the drawdowns tool.

The current volatility for Baird Core Plus Bond Fund (BCOIX) is 1.37%, while Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a volatility of 1.55%. This indicates that BCOIX experiences smaller price fluctuations and is considered to be less risky than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.