BCOSX vs. FTBFX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOSX) and Fidelity Total Bond Fund (FTBFX).
BCOSX is managed by Baird. It was launched on Sep 29, 2000. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCOSX or FTBFX.
Correlation
The correlation between BCOSX and FTBFX 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. FTBFX - Performance Comparison
Key characteristics
BCOSX:
0.44
FTBFX:
0.39
BCOSX:
0.64
FTBFX:
0.58
BCOSX:
1.08
FTBFX:
1.07
BCOSX:
0.19
FTBFX:
0.19
BCOSX:
1.34
FTBFX:
1.25
BCOSX:
1.68%
FTBFX:
1.65%
BCOSX:
5.14%
FTBFX:
5.30%
BCOSX:
-19.23%
FTBFX:
-18.19%
BCOSX:
-7.85%
FTBFX:
-6.17%
Returns By Period
In the year-to-date period, BCOSX achieves a 1.95% return, which is significantly lower than FTBFX's 2.48% return. Over the past 10 years, BCOSX has underperformed FTBFX with an annualized return of 1.75%, while FTBFX has yielded a comparatively higher 1.97% annualized return.
BCOSX
1.95%
-0.56%
1.28%
2.35%
-0.01%
1.75%
FTBFX
2.48%
-0.74%
1.29%
2.69%
0.32%
1.97%
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BCOSX vs. FTBFX - Expense Ratio Comparison
BCOSX has a 0.55% expense ratio, which is higher than FTBFX's 0.45% expense ratio.
Risk-Adjusted Performance
BCOSX vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOSX) and Fidelity Total Bond Fund (FTBFX). 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. FTBFX - Dividend Comparison
BCOSX's dividend yield for the trailing twelve months is around 3.26%, less than FTBFX's 4.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOSX Baird Core Plus Bond Fund | 3.26% | 3.16% | 2.68% | 2.01% | 2.22% | 2.61% | 2.74% | 2.48% | 2.47% | 2.50% | 2.63% | 2.83% |
FTBFX Fidelity Total Bond Fund | 4.27% | 4.15% | 3.34% | 2.19% | 2.53% | 2.95% | 3.19% | 2.74% | 2.95% | 3.71% | 2.99% | 3.91% |
Drawdowns
BCOSX vs. FTBFX - Drawdown Comparison
The maximum BCOSX drawdown since its inception was -19.23%, which is greater than FTBFX's maximum drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for BCOSX and FTBFX. For additional features, visit the drawdowns tool.
Volatility
BCOSX vs. FTBFX - Volatility Comparison
The current volatility for Baird Core Plus Bond Fund (BCOSX) is 1.43%, while Fidelity Total Bond Fund (FTBFX) has a volatility of 1.56%. This indicates that BCOSX experiences smaller price fluctuations and is considered to be less risky than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.