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.
Performance
BCOSX vs. VWINX - Performance Comparison
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BCOSX vs. VWINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCOSX Baird Core Plus Bond Fund | -0.21% | 7.22% | 2.26% | 6.60% | -13.09% | -1.23% | 8.59% | 9.69% | -0.74% | 4.47% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 0.26% | 10.98% | 5.86% | 6.99% | -9.09% | 8.48% | 8.44% | 16.39% | -2.54% | 9.29% |
Returns By Period
In the year-to-date period, BCOSX achieves a -0.21% return, which is significantly lower than VWINX's 0.26% return. Over the past 10 years, BCOSX has underperformed VWINX with an annualized return of 2.25%, while VWINX has yielded a comparatively higher 5.67% annualized return.
BCOSX
- 1D
- 0.19%
- 1M
- -1.41%
- YTD
- -0.21%
- 6M
- 0.58%
- 1Y
- 3.98%
- 3Y*
- 4.25%
- 5Y*
- 0.59%
- 10Y*
- 2.25%
VWINX
- 1D
- 0.72%
- 1M
- -2.79%
- YTD
- 0.26%
- 6M
- 1.91%
- 1Y
- 8.13%
- 3Y*
- 7.55%
- 5Y*
- 4.12%
- 10Y*
- 5.67%
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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.
Return for Risk
BCOSX vs. VWINX — Risk / Return Rank
BCOSX
VWINX
BCOSX vs. VWINX - Risk-Adjusted Trends 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.
| BCOSX | VWINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.23 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.73 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.24 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.73 | -0.01 |
Martin ratioReturn relative to average drawdown | 5.27 | 6.81 | -1.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BCOSX | VWINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.23 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.60 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.82 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 1.08 | -0.05 |
Correlation
The correlation between BCOSX and VWINX is 0.31, 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.
Dividends
BCOSX vs. VWINX - Dividend Comparison
BCOSX's dividend yield for the trailing twelve months is around 3.83%, less than VWINX's 7.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOSX Baird Core Plus Bond Fund | 3.83% | 3.75% | 3.68% | 3.17% | 2.69% | 2.57% | 3.11% | 2.60% | 2.75% | 2.47% | 2.27% | 2.49% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 7.93% | 7.86% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 3.20% | 4.00% | 5.60% |
Drawdowns
BCOSX vs. VWINX - Drawdown Comparison
The maximum BCOSX drawdown since its inception was -18.39%, smaller than the maximum VWINX drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for BCOSX and VWINX.
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Drawdown Indicators
| BCOSX | VWINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.39% | -21.72% | +3.33% |
Max Drawdown (1Y)Largest decline over 1 year | -2.60% | -5.01% | +2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -18.39% | -15.30% | -3.09% |
Max Drawdown (10Y)Largest decline over 10 years | -18.39% | -17.43% | -0.96% |
Current DrawdownCurrent decline from peak | -1.86% | -3.13% | +1.27% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -2.64% | +0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 1.27% | -0.42% |
Volatility
BCOSX vs. VWINX - Volatility Comparison
The current volatility for Baird Core Plus Bond Fund (BCOSX) is 1.50%, while Vanguard Wellesley Income Fund Investor Shares (VWINX) has a volatility of 2.25%. This indicates that BCOSX experiences smaller price fluctuations and is considered to be less risky than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCOSX | VWINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 2.25% | -0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 3.74% | -1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 6.70% | -2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.60% | 6.96% | -1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.64% | 6.90% | -2.26% |