BIMIX vs. BSBIX
Compare and contrast key facts about Baird Intermediate Bond Fund Class Institutional (BIMIX) and Baird Short-Term Bond Fund Institutional Class (BSBIX).
BIMIX is managed by Baird. It was launched on Sep 29, 2000. BSBIX is a passively managed fund by Baird that tracks the performance of the Bloomberg Barclays 1-3 Year U.S. Government/Credit Bond Index. It was launched on Aug 31, 2004.
Performance
BIMIX vs. BSBIX - Performance Comparison
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BIMIX vs. BSBIX - 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% |
BSBIX Baird Short-Term Bond Fund Institutional Class | 0.27% | 5.67% | 4.99% | 5.65% | -3.64% | -0.42% | 4.23% | 4.68% | 1.49% | 1.53% |
Returns By Period
In the year-to-date period, BIMIX achieves a -0.34% return, which is significantly lower than BSBIX's 0.27% return. Over the past 10 years, BIMIX has underperformed BSBIX with an annualized return of 2.23%, while BSBIX has yielded a comparatively higher 2.51% 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%
BSBIX
- 1D
- 0.00%
- 1M
- -0.39%
- YTD
- 0.27%
- 6M
- 1.29%
- 1Y
- 4.15%
- 3Y*
- 5.01%
- 5Y*
- 2.46%
- 10Y*
- 2.51%
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BIMIX vs. BSBIX - Expense Ratio Comparison
Both BIMIX and BSBIX have an expense ratio of 0.30%.
Return for Risk
BIMIX vs. BSBIX — Risk / Return Rank
BIMIX
BSBIX
BIMIX vs. BSBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund Class Institutional (BIMIX) and Baird Short-Term Bond Fund Institutional Class (BSBIX). 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 | BSBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 3.02 | -1.54 |
Sortino ratioReturn per unit of downside risk | 2.18 | 4.76 | -2.58 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.81 | -0.52 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 4.54 | -2.50 |
Martin ratioReturn relative to average drawdown | 8.17 | 20.13 | -11.95 |
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 | BSBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 3.02 | -1.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 1.28 | -0.94 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 1.51 | -0.82 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 1.64 | -0.47 |
Correlation
The correlation between BIMIX and BSBIX is 0.75, 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. BSBIX - Dividend Comparison
BIMIX's dividend yield for the trailing twelve months is around 3.67%, less than BSBIX'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% |
BSBIX Baird Short-Term Bond Fund Institutional Class | 4.30% | 4.35% | 4.34% | 3.41% | 1.79% | 1.42% | 2.61% | 2.49% | 2.20% | 1.73% | 1.60% | 1.62% |
Drawdowns
BIMIX vs. BSBIX - Drawdown Comparison
The maximum BIMIX drawdown since its inception was -12.76%, which is greater than BSBIX's maximum drawdown of -5.95%. Use the drawdown chart below to compare losses from any high point for BIMIX and BSBIX.
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Drawdown Indicators
| BIMIX | BSBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.76% | -5.95% | -6.81% |
Max Drawdown (1Y)Largest decline over 1 year | -2.07% | -0.94% | -1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -12.76% | -5.95% | -6.81% |
Max Drawdown (10Y)Largest decline over 10 years | -12.76% | -5.95% | -6.81% |
Current DrawdownCurrent decline from peak | -1.60% | -0.59% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -1.49% | -0.55% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.52% | 0.21% | +0.31% |
Volatility
BIMIX vs. BSBIX - Volatility Comparison
Baird Intermediate Bond Fund Class Institutional (BIMIX) has a higher volatility of 1.05% compared to Baird Short-Term Bond Fund Institutional Class (BSBIX) at 0.53%. This indicates that BIMIX's price experiences larger fluctuations and is considered to be riskier than BSBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIMIX | BSBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 0.53% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 1.65% | 0.86% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.79% | 1.42% | +1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.87% | 1.93% | +1.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.25% | 1.67% | +1.58% |