BCOSX vs. VWINX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOSX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
BCOSX is managed by Baird. It was launched on Sep 29, 2000. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCOSX or VWINX.
Key characteristics
| BCOSX | VWINX | |
|---|---|---|
| YTD Return | 3.01% | 8.24% |
| 1Y Return | 9.79% | 18.00% |
| 3Y Return (Ann) | -1.71% | -0.30% |
| 5Y Return (Ann) | 0.30% | 2.80% |
| 10Y Return (Ann) | 1.86% | 3.40% |
| Sharpe Ratio | 1.82 | 2.78 |
| Sortino Ratio | 2.69 | 4.30 |
| Omega Ratio | 1.33 | 1.59 |
| Calmar Ratio | 0.66 | 1.12 |
| Martin Ratio | 7.10 | 18.03 |
| Ulcer Index | 1.41% | 1.03% |
| Daily Std Dev | 5.52% | 6.67% |
| Max Drawdown | -19.23% | -24.01% |
| Current Drawdown | -6.89% | -1.56% |
Correlation
The correlation between BCOSX and VWINX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BCOSX vs. VWINX - Performance Comparison
In the year-to-date period, BCOSX achieves a 3.01% return, which is significantly lower than VWINX's 8.24% return. Over the past 10 years, BCOSX has underperformed VWINX with an annualized return of 1.86%, while VWINX has yielded a comparatively higher 3.40% 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. VWINX - Expense Ratio Comparison
BCOSX has a 0.55% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Risk-Adjusted Performance
BCOSX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOSX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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. VWINX - Dividend Comparison
BCOSX's dividend yield for the trailing twelve months is around 3.52%, less than VWINX's 5.73% 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% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 5.73% | 5.71% | 3.17% | 2.48% | 2.65% | 2.90% | 3.30% | 2.85% | 2.94% | 3.11% | 3.16% | 3.05% |
Drawdowns
BCOSX vs. VWINX - Drawdown Comparison
The maximum BCOSX drawdown since its inception was -19.23%, smaller than the maximum VWINX drawdown of -24.01%. Use the drawdown chart below to compare losses from any high point for BCOSX and VWINX. For additional features, visit the drawdowns tool.
Volatility
BCOSX vs. VWINX - Volatility Comparison
Baird Core Plus Bond Fund (BCOSX) has a higher volatility of 1.57% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 1.48%. This indicates that BCOSX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.