BCOSX vs. DODIX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOSX) and Dodge & Cox Income Fund (DODIX).
BCOSX is managed by Baird. It was launched on Sep 29, 2000. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCOSX or DODIX.
Key characteristics
| BCOSX | DODIX | |
|---|---|---|
| YTD Return | -1.83% | -2.00% |
| 1Y Return | 0.55% | 1.52% |
| 3Y Return (Ann) | -2.80% | -1.82% |
| 5Y Return (Ann) | 0.64% | 1.45% |
| 10Y Return (Ann) | 1.76% | 2.30% |
| Sharpe Ratio | 0.30 | 0.30 |
| Daily Std Dev | 6.30% | 6.38% |
| Max Drawdown | -18.39% | -16.38% |
| Current Drawdown | -10.32% | -7.24% |
Correlation
The correlation between BCOSX and DODIX is 0.88, 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.
Performance
BCOSX vs. DODIX - Performance Comparison
In the year-to-date period, BCOSX achieves a -1.83% return, which is significantly higher than DODIX's -2.00% return. Over the past 10 years, BCOSX has underperformed DODIX with an annualized return of 1.76%, while DODIX has yielded a comparatively higher 2.30% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BCOSX vs. DODIX - Expense Ratio Comparison
BCOSX has a 0.55% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
BCOSX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOSX) and Dodge & Cox Income Fund (DODIX). 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
BCOSX vs. DODIX - Dividend Comparison
BCOSX's dividend yield for the trailing twelve months is around 3.41%, less than DODIX's 4.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOSX Baird Core Plus Bond Fund | 3.41% | 3.17% | 2.69% | 2.57% | 3.11% | 2.60% | 2.75% | 2.47% | 2.65% | 2.49% | 2.63% | 2.90% |
DODIX Dodge & Cox Income Fund | 4.13% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% | 3.07% |
Drawdowns
BCOSX vs. DODIX - Drawdown Comparison
The maximum BCOSX drawdown since its inception was -18.39%, which is greater than DODIX's maximum drawdown of -16.38%. Use the drawdown chart below to compare losses from any high point for BCOSX and DODIX. For additional features, visit the drawdowns tool.
Volatility
BCOSX vs. DODIX - Volatility Comparison
The current volatility for Baird Core Plus Bond Fund (BCOSX) is 1.87%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.05%. This indicates that BCOSX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.