BIMIX vs. BIMSX
Compare and contrast key facts about Baird Intermediate Bond Fund Class Institutional (BIMIX) and Baird Intermediate Bond Fund (BIMSX).
BIMIX is managed by Baird. It was launched on Sep 29, 2000. BIMSX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BIMIX vs. BIMSX - Performance Comparison
Loading graphics...
BIMIX vs. BIMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | -0.53% | 6.69% | 3.45% | 5.78% | -8.64% | -1.41% | 7.42% | 7.05% | 0.58% | 2.74% |
BIMSX Baird Intermediate Bond Fund | -0.32% | 6.76% | 3.21% | 5.53% | -8.88% | -1.68% | 7.16% | 6.83% | 0.30% | 2.53% |
Returns By Period
In the year-to-date period, BIMIX achieves a -0.53% return, which is significantly lower than BIMSX's -0.32% return. Over the past 10 years, BIMIX has outperformed BIMSX with an annualized return of 2.21%, while BIMSX has yielded a comparatively lower 2.02% annualized return.
BIMIX
- 1D
- 0.29%
- 1M
- -1.79%
- YTD
- -0.53%
- 6M
- 0.62%
- 1Y
- 3.92%
- 3Y*
- 4.29%
- 5Y*
- 1.28%
- 10Y*
- 2.21%
BIMSX
- 1D
- 0.27%
- 1M
- -1.48%
- YTD
- -0.32%
- 6M
- 0.79%
- 1Y
- 3.98%
- 3Y*
- 4.25%
- 5Y*
- 1.16%
- 10Y*
- 2.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIMIX vs. BIMSX - Expense Ratio Comparison
BIMIX has a 0.30% expense ratio, which is lower than BIMSX's 0.55% expense ratio.
Return for Risk
BIMIX vs. BIMSX — Risk / Return Rank
BIMIX
BIMSX
BIMIX vs. BIMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund Class Institutional (BIMIX) and Baird Intermediate Bond Fund (BIMSX). 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 | BIMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 1.50 | -0.05 |
Sortino ratioReturn per unit of downside risk | 2.13 | 2.23 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 2.43 | -0.30 |
Martin ratioReturn relative to average drawdown | 8.73 | 9.20 | -0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BIMIX | BIMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.50 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.30 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.63 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 1.09 | +0.08 |
Correlation
The correlation between BIMIX and BIMSX is 0.95, 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. BIMSX - Dividend Comparison
BIMIX's dividend yield for the trailing twelve months is around 3.68%, more than BIMSX's 3.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.68% | 3.67% | 3.89% | 3.21% | 2.17% | 2.27% | 3.49% | 2.52% | 2.50% | 2.35% | 2.21% | 2.57% |
BIMSX Baird Intermediate Bond Fund | 3.56% | 3.50% | 3.44% | 2.81% | 1.81% | 1.90% | 3.08% | 2.16% | 2.14% | 1.98% | 1.89% | 2.21% |
Drawdowns
BIMIX vs. BIMSX - Drawdown Comparison
The maximum BIMIX drawdown since its inception was -12.76%, roughly equal to the maximum BIMSX drawdown of -13.07%. Use the drawdown chart below to compare losses from any high point for BIMIX and BIMSX.
Loading graphics...
Drawdown Indicators
| BIMIX | BIMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.76% | -13.07% | +0.31% |
Max Drawdown (1Y)Largest decline over 1 year | -2.07% | -1.87% | -0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -12.76% | -13.00% | +0.24% |
Max Drawdown (10Y)Largest decline over 10 years | -12.76% | -13.07% | +0.31% |
Current DrawdownCurrent decline from peak | -1.79% | -1.48% | -0.31% |
Average DrawdownAverage peak-to-trough decline | -1.49% | -1.59% | +0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.51% | 0.49% | +0.02% |
Volatility
BIMIX vs. BIMSX - Volatility Comparison
Baird Intermediate Bond Fund Class Institutional (BIMIX) and Baird Intermediate Bond Fund (BIMSX) have volatilities of 1.06% and 1.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BIMIX | BIMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.06% | 1.05% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 1.65% | 1.67% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.79% | 2.80% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.87% | 3.86% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.25% | 3.24% | +0.01% |