BCOSX vs. BMBSX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOSX) and Baird Quality Intermediate Municipal Bond Fund (BMBSX).
BCOSX is managed by Baird. It was launched on Sep 29, 2000. BMBSX is managed by Baird. It was launched on Mar 29, 2001.
Performance
BCOSX vs. BMBSX - Performance Comparison
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BCOSX vs. BMBSX - 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% |
BMBSX Baird Quality Intermediate Municipal Bond Fund | -0.09% | 4.32% | 1.37% | 4.01% | -5.99% | 0.01% | 4.23% | 5.66% | 0.90% | 2.97% |
Returns By Period
In the year-to-date period, BCOSX achieves a -0.21% return, which is significantly lower than BMBSX's -0.09% return. Over the past 10 years, BCOSX has outperformed BMBSX with an annualized return of 2.25%, while BMBSX has yielded a comparatively lower 1.50% annualized return.
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%
BMBSX
- 1D
- 0.18%
- 1M
- -1.55%
- YTD
- -0.09%
- 6M
- 0.96%
- 1Y
- 3.69%
- 3Y*
- 2.59%
- 5Y*
- 0.79%
- 10Y*
- 1.50%
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BCOSX vs. BMBSX - Expense Ratio Comparison
Both BCOSX and BMBSX have an expense ratio of 0.55%.
Return for Risk
BCOSX vs. BMBSX — Risk / Return Rank
BCOSX
BMBSX
BCOSX vs. BMBSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOSX) and Baird Quality Intermediate Municipal Bond Fund (BMBSX). 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 | BMBSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.36 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.77 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.40 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.39 | +0.33 |
Martin ratioReturn relative to average drawdown | 5.27 | 5.82 | -0.55 |
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
| BCOSX | BMBSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.36 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.32 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.54 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 1.13 | -0.10 |
Correlation
The correlation between BCOSX and BMBSX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BCOSX vs. BMBSX - Dividend Comparison
BCOSX's dividend yield for the trailing twelve months is around 3.83%, more than BMBSX's 2.74% 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% |
BMBSX Baird Quality Intermediate Municipal Bond Fund | 2.74% | 2.71% | 2.52% | 2.21% | 1.70% | 1.49% | 1.67% | 2.28% | 2.08% | 2.00% | 1.97% | 2.12% |
Drawdowns
BCOSX vs. BMBSX - Drawdown Comparison
The maximum BCOSX drawdown since its inception was -18.39%, which is greater than BMBSX's maximum drawdown of -9.57%. Use the drawdown chart below to compare losses from any high point for BCOSX and BMBSX.
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Drawdown Indicators
| BCOSX | BMBSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.39% | -9.57% | -8.82% |
Max Drawdown (1Y)Largest decline over 1 year | -2.60% | -2.99% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -18.39% | -9.57% | -8.82% |
Max Drawdown (10Y)Largest decline over 10 years | -18.39% | -9.57% | -8.82% |
Current DrawdownCurrent decline from peak | -1.86% | -1.72% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -1.40% | -0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 0.71% | +0.14% |
Volatility
BCOSX vs. BMBSX - Volatility Comparison
Baird Core Plus Bond Fund (BCOSX) has a higher volatility of 1.50% compared to Baird Quality Intermediate Municipal Bond Fund (BMBSX) at 0.79%. This indicates that BCOSX's price experiences larger fluctuations and is considered to be riskier than BMBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCOSX | BMBSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 0.79% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 1.06% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 2.87% | +1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.60% | 2.48% | +3.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.64% | 2.78% | +1.86% |