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 | 2.43% | 2.63% |
| 1Y Return | 9.17% | 9.59% |
| 3Y Return (Ann) | -1.89% | -0.51% |
| 5Y Return (Ann) | 0.14% | 1.45% |
| 10Y Return (Ann) | 1.81% | 2.60% |
| Sharpe Ratio | 1.66 | 1.58 |
| Sortino Ratio | 2.45 | 2.34 |
| Omega Ratio | 1.30 | 1.28 |
| Calmar Ratio | 0.60 | 0.85 |
| Martin Ratio | 6.44 | 6.24 |
| Ulcer Index | 1.42% | 1.54% |
| Daily Std Dev | 5.54% | 6.07% |
| Max Drawdown | -19.23% | -16.38% |
| Current Drawdown | -7.42% | -3.66% |
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 2.43% return, which is significantly lower than DODIX's 2.63% return. Over the past 10 years, BCOSX has underperformed DODIX with an annualized return of 1.81%, while DODIX has yielded a comparatively higher 2.60% 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 3.54%, less than DODIX's 4.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOSX Baird Core Plus Bond Fund | 3.54% | 3.16% | 2.68% | 2.01% | 2.22% | 2.61% | 2.74% | 2.48% | 2.47% | 2.50% | 2.63% | 2.83% |
DODIX Dodge & Cox Income Fund | 4.17% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% | 3.07% |
Drawdowns
BCOSX vs. DODIX - Drawdown Comparison
The maximum BCOSX drawdown since its inception was -19.23%, 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 1.66%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.85%. 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.