BIMIX vs. BCOIX
Compare and contrast key facts about Baird Intermediate Bond Fund Class Institutional (BIMIX) and Baird Core Plus Bond Fund (BCOIX).
BIMIX is managed by Baird. It was launched on Sep 29, 2000. BCOIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BIMIX vs. BCOIX - Performance Comparison
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BIMIX vs. BCOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | -0.34% | 6.69% | 3.45% | 5.78% | -8.64% | -1.41% | 7.42% | 7.05% | 0.58% | 2.74% |
BCOIX Baird Core Plus Bond Fund | -0.16% | 7.47% | 2.54% | 6.89% | -12.86% | -1.02% | 8.80% | 10.11% | -0.52% | 4.65% |
Returns By Period
In the year-to-date period, BIMIX achieves a -0.34% return, which is significantly lower than BCOIX's -0.16% return. Over the past 10 years, BIMIX has underperformed BCOIX with an annualized return of 2.23%, while BCOIX has yielded a comparatively higher 2.54% annualized return.
BIMIX
- 1D
- 0.19%
- 1M
- -1.23%
- YTD
- -0.34%
- 6M
- 0.62%
- 1Y
- 4.02%
- 3Y*
- 4.36%
- 5Y*
- 1.30%
- 10Y*
- 2.23%
BCOIX
- 1D
- 0.20%
- 1M
- -1.46%
- YTD
- -0.16%
- 6M
- 0.74%
- 1Y
- 4.27%
- 3Y*
- 4.51%
- 5Y*
- 0.85%
- 10Y*
- 2.54%
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BIMIX vs. BCOIX - Expense Ratio Comparison
Both BIMIX and BCOIX have an expense ratio of 0.30%.
Return for Risk
BIMIX vs. BCOIX — Risk / Return Rank
BIMIX
BCOIX
BIMIX vs. BCOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund Class Institutional (BIMIX) and Baird Core Plus Bond Fund (BCOIX). 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.
| BIMIX | BCOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.12 | +0.36 |
Sortino ratioReturn per unit of downside risk | 2.18 | 1.60 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.88 | +0.15 |
Martin ratioReturn relative to average drawdown | 8.17 | 5.68 | +2.49 |
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
| BIMIX | BCOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.12 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.15 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.55 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 1.07 | +0.10 |
Correlation
The correlation between BIMIX and BCOIX is 0.92, 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.
Dividends
BIMIX vs. BCOIX - Dividend Comparison
BIMIX's dividend yield for the trailing twelve months is around 3.67%, less than BCOIX's 4.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.67% | 3.67% | 3.89% | 3.21% | 2.17% | 2.27% | 3.49% | 2.52% | 2.50% | 2.35% | 2.21% | 2.57% |
BCOIX Baird Core Plus Bond Fund | 4.30% | 4.21% | 4.13% | 3.58% | 3.10% | 2.96% | 3.51% | 2.96% | 3.13% | 2.83% | 3.01% | 2.84% |
Drawdowns
BIMIX vs. BCOIX - Drawdown Comparison
The maximum BIMIX drawdown since its inception was -12.76%, smaller than the maximum BCOIX drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for BIMIX and BCOIX.
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Drawdown Indicators
| BIMIX | BCOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.76% | -18.13% | +5.37% |
Max Drawdown (1Y)Largest decline over 1 year | -2.07% | -2.54% | +0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -12.76% | -18.13% | +5.37% |
Max Drawdown (10Y)Largest decline over 10 years | -12.76% | -18.13% | +5.37% |
Current DrawdownCurrent decline from peak | -1.60% | -1.84% | +0.24% |
Average DrawdownAverage peak-to-trough decline | -1.49% | -2.19% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.52% | 0.84% | -0.32% |
Volatility
BIMIX vs. BCOIX - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund Class Institutional (BIMIX) is 1.05%, while Baird Core Plus Bond Fund (BCOIX) has a volatility of 1.63%. This indicates that BIMIX experiences smaller price fluctuations and is considered to be less risky than BCOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIMIX | BCOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 1.63% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 1.65% | 2.53% | -0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.79% | 4.11% | -1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.87% | 5.62% | -1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.25% | 4.66% | -1.41% |