BCOSX vs. BSBIX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOSX) and Baird Short-Term Bond Fund Institutional Class (BSBIX).
BCOSX is managed by Baird. It was launched on Sep 29, 2000. BSBIX is a passively managed fund by Baird that tracks the performance of the Bloomberg Barclays 1-3 Year U.S. Government/Credit Bond Index. It was launched on Aug 31, 2004.
Performance
BCOSX vs. BSBIX - Performance Comparison
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BCOSX vs. BSBIX - 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% |
BSBIX Baird Short-Term Bond Fund Institutional Class | 0.27% | 5.67% | 4.99% | 5.65% | -3.64% | -0.42% | 4.23% | 4.68% | 1.49% | 1.53% |
Returns By Period
In the year-to-date period, BCOSX achieves a -0.21% return, which is significantly lower than BSBIX's 0.27% return. Over the past 10 years, BCOSX has underperformed BSBIX with an annualized return of 2.25%, while BSBIX has yielded a comparatively higher 2.51% 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%
BSBIX
- 1D
- 0.00%
- 1M
- -0.39%
- YTD
- 0.27%
- 6M
- 1.29%
- 1Y
- 4.15%
- 3Y*
- 5.01%
- 5Y*
- 2.46%
- 10Y*
- 2.51%
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BCOSX vs. BSBIX - Expense Ratio Comparison
BCOSX has a 0.55% expense ratio, which is higher than BSBIX's 0.30% expense ratio.
Return for Risk
BCOSX vs. BSBIX — Risk / Return Rank
BCOSX
BSBIX
BCOSX vs. BSBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOSX) and Baird Short-Term Bond Fund Institutional Class (BSBIX). 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 | BSBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 3.02 | -1.97 |
Sortino ratioReturn per unit of downside risk | 1.50 | 4.76 | -3.26 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.81 | -0.62 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 4.54 | -2.82 |
Martin ratioReturn relative to average drawdown | 5.27 | 20.13 | -14.85 |
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 | BSBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 3.02 | -1.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 1.28 | -1.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 1.51 | -1.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 1.64 | -0.62 |
Correlation
The correlation between BCOSX and BSBIX is 0.69, 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. BSBIX - Dividend Comparison
BCOSX's dividend yield for the trailing twelve months is around 3.83%, less than BSBIX's 4.30% 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% |
BSBIX Baird Short-Term Bond Fund Institutional Class | 4.30% | 4.35% | 4.34% | 3.41% | 1.79% | 1.42% | 2.61% | 2.49% | 2.20% | 1.73% | 1.60% | 1.62% |
Drawdowns
BCOSX vs. BSBIX - Drawdown Comparison
The maximum BCOSX drawdown since its inception was -18.39%, which is greater than BSBIX's maximum drawdown of -5.95%. Use the drawdown chart below to compare losses from any high point for BCOSX and BSBIX.
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Drawdown Indicators
| BCOSX | BSBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.39% | -5.95% | -12.44% |
Max Drawdown (1Y)Largest decline over 1 year | -2.60% | -0.94% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -18.39% | -5.95% | -12.44% |
Max Drawdown (10Y)Largest decline over 10 years | -18.39% | -5.95% | -12.44% |
Current DrawdownCurrent decline from peak | -1.86% | -0.59% | -1.27% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -0.55% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 0.21% | +0.64% |
Volatility
BCOSX vs. BSBIX - Volatility Comparison
Baird Core Plus Bond Fund (BCOSX) has a higher volatility of 1.50% compared to Baird Short-Term Bond Fund Institutional Class (BSBIX) at 0.53%. This indicates that BCOSX's price experiences larger fluctuations and is considered to be riskier than BSBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCOSX | BSBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 0.53% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 0.86% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 1.42% | +2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.60% | 1.93% | +3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.64% | 1.67% | +2.97% |