BCOSX vs. BIMIX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOSX) and Baird Intermediate Bond Fund Class Institutional (BIMIX).
BCOSX is managed by Baird. It was launched on Sep 29, 2000. BIMIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BCOSX vs. BIMIX - Performance Comparison
Loading graphics...
BCOSX vs. BIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCOSX Baird Core Plus Bond Fund | -0.21% | 7.22% | 2.26% | 6.60% | -13.09% | -1.23% | 8.59% | 9.69% | -0.74% | 4.47% |
BIMIX Baird Intermediate Bond Fund Class Institutional | -0.34% | 6.69% | 3.45% | 5.78% | -8.64% | -1.41% | 7.42% | 7.05% | 0.58% | 2.74% |
Returns By Period
In the year-to-date period, BCOSX achieves a -0.21% return, which is significantly higher than BIMIX's -0.34% return. Both investments have delivered pretty close results over the past 10 years, with BCOSX having a 2.25% annualized return and BIMIX not far behind at 2.23%.
BCOSX
- 1D
- 0.19%
- 1M
- -1.41%
- YTD
- -0.21%
- 6M
- 0.58%
- 1Y
- 3.98%
- 3Y*
- 4.25%
- 5Y*
- 0.59%
- 10Y*
- 2.25%
BIMIX
- 1D
- 0.19%
- 1M
- -1.23%
- YTD
- -0.34%
- 6M
- 0.62%
- 1Y
- 4.02%
- 3Y*
- 4.36%
- 5Y*
- 1.30%
- 10Y*
- 2.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BCOSX vs. BIMIX - Expense Ratio Comparison
BCOSX has a 0.55% expense ratio, which is higher than BIMIX's 0.30% expense ratio.
Return for Risk
BCOSX vs. BIMIX — Risk / Return Rank
BCOSX
BIMIX
BCOSX vs. BIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOSX) and Baird Intermediate Bond Fund Class Institutional (BIMIX). 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.
| BCOSX | BIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.48 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.50 | 2.18 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.04 | -0.32 |
Martin ratioReturn relative to average drawdown | 5.27 | 8.17 | -2.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BCOSX | BIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.48 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.34 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.69 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 1.17 | -0.15 |
Correlation
The correlation between BCOSX and BIMIX is 0.92, 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
BCOSX vs. BIMIX - Dividend Comparison
BCOSX's dividend yield for the trailing twelve months is around 3.83%, more than BIMIX's 3.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOSX Baird Core Plus Bond Fund | 3.83% | 3.75% | 3.68% | 3.17% | 2.69% | 2.57% | 3.11% | 2.60% | 2.75% | 2.47% | 2.27% | 2.49% |
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.67% | 3.67% | 3.89% | 3.21% | 2.17% | 2.27% | 3.49% | 2.52% | 2.50% | 2.35% | 2.21% | 2.57% |
Drawdowns
BCOSX vs. BIMIX - Drawdown Comparison
The maximum BCOSX drawdown since its inception was -18.39%, which is greater than BIMIX's maximum drawdown of -12.76%. Use the drawdown chart below to compare losses from any high point for BCOSX and BIMIX.
Loading graphics...
Drawdown Indicators
| BCOSX | BIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.39% | -12.76% | -5.63% |
Max Drawdown (1Y)Largest decline over 1 year | -2.60% | -2.07% | -0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -18.39% | -12.76% | -5.63% |
Max Drawdown (10Y)Largest decline over 10 years | -18.39% | -12.76% | -5.63% |
Current DrawdownCurrent decline from peak | -1.86% | -1.60% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -1.49% | -0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 0.52% | +0.33% |
Volatility
BCOSX vs. BIMIX - Volatility Comparison
Baird Core Plus Bond Fund (BCOSX) has a higher volatility of 1.50% compared to Baird Intermediate Bond Fund Class Institutional (BIMIX) at 1.05%. This indicates that BCOSX's price experiences larger fluctuations and is considered to be riskier than BIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BCOSX | BIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 1.05% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 1.65% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 2.79% | +1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.60% | 3.87% | +1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.64% | 3.25% | +1.39% |