BCOSX vs. FBGRX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOSX) and Fidelity Blue Chip Growth Fund (FBGRX).
BCOSX is managed by Baird. It was launched on Sep 29, 2000. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCOSX or FBGRX.
Key characteristics
| BCOSX | FBGRX | |
|---|---|---|
| YTD Return | 3.01% | 37.31% |
| 1Y Return | 9.79% | 49.17% |
| 3Y Return (Ann) | -1.71% | 7.13% |
| 5Y Return (Ann) | 0.30% | 18.63% |
| 10Y Return (Ann) | 1.86% | 14.12% |
| Sharpe Ratio | 1.82 | 2.69 |
| Sortino Ratio | 2.69 | 3.44 |
| Omega Ratio | 1.33 | 1.48 |
| Calmar Ratio | 0.66 | 2.65 |
| Martin Ratio | 7.10 | 13.14 |
| Ulcer Index | 1.41% | 3.97% |
| Daily Std Dev | 5.52% | 19.35% |
| Max Drawdown | -19.23% | -57.42% |
| Current Drawdown | -6.89% | -0.26% |
Correlation
The correlation between BCOSX and FBGRX is -0.16. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BCOSX vs. FBGRX - Performance Comparison
In the year-to-date period, BCOSX achieves a 3.01% return, which is significantly lower than FBGRX's 37.31% return. Over the past 10 years, BCOSX has underperformed FBGRX with an annualized return of 1.86%, while FBGRX has yielded a comparatively higher 14.12% 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. FBGRX - Expense Ratio Comparison
BCOSX has a 0.55% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
BCOSX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOSX) and Fidelity Blue Chip Growth Fund (FBGRX). 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. FBGRX - Dividend Comparison
BCOSX's dividend yield for the trailing twelve months is around 3.52%, less than FBGRX's 5.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOSX Baird Core Plus Bond Fund | 3.52% | 3.16% | 2.68% | 2.01% | 2.22% | 2.61% | 2.74% | 2.48% | 2.47% | 2.50% | 2.63% | 2.83% |
FBGRX Fidelity Blue Chip Growth Fund | 5.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
BCOSX vs. FBGRX - Drawdown Comparison
The maximum BCOSX drawdown since its inception was -19.23%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for BCOSX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
BCOSX vs. FBGRX - Volatility Comparison
The current volatility for Baird Core Plus Bond Fund (BCOSX) is 1.57%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 5.39%. This indicates that BCOSX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.