BIMIX vs. DODIX
Compare and contrast key facts about Baird Intermediate Bond Fund Class Institutional (BIMIX) and Dodge & Cox Income Fund (DODIX).
BIMIX is managed by Baird. It was launched on Sep 29, 2000. DODIX is managed by Dodge & Cox.
Performance
BIMIX vs. DODIX - Performance Comparison
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BIMIX vs. DODIX - 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% |
DODIX Dodge & Cox Income Fund | 0.04% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
Returns By Period
In the year-to-date period, BIMIX achieves a -0.34% return, which is significantly lower than DODIX's 0.04% return. Over the past 10 years, BIMIX has underperformed DODIX with an annualized return of 2.23%, while DODIX has yielded a comparatively higher 3.05% 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%
DODIX
- 1D
- 0.24%
- 1M
- -1.57%
- YTD
- 0.04%
- 6M
- 1.01%
- 1Y
- 4.93%
- 3Y*
- 4.98%
- 5Y*
- 1.39%
- 10Y*
- 3.05%
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BIMIX vs. DODIX - Expense Ratio Comparison
BIMIX has a 0.30% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Return for Risk
BIMIX vs. DODIX — Risk / Return Rank
BIMIX
DODIX
BIMIX vs. DODIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund Class Institutional (BIMIX) and Dodge & Cox Income Fund (DODIX). 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 | DODIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.17 | +0.32 |
Sortino ratioReturn per unit of downside risk | 2.18 | 1.67 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.21 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.88 | +0.16 |
Martin ratioReturn relative to average drawdown | 8.17 | 5.55 | +2.62 |
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 | DODIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.17 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.25 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.69 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 1.48 | -0.30 |
Correlation
The correlation between BIMIX and DODIX is 0.85, 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. DODIX - Dividend Comparison
BIMIX's dividend yield for the trailing twelve months is around 3.67%, less than DODIX's 4.28% 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% |
DODIX Dodge & Cox Income Fund | 4.28% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
Drawdowns
BIMIX vs. DODIX - Drawdown Comparison
The maximum BIMIX drawdown since its inception was -12.76%, smaller than the maximum DODIX drawdown of -16.89%. Use the drawdown chart below to compare losses from any high point for BIMIX and DODIX.
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Drawdown Indicators
| BIMIX | DODIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.76% | -16.89% | +4.13% |
Max Drawdown (1Y)Largest decline over 1 year | -2.07% | -2.94% | +0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -12.76% | -16.89% | +4.13% |
Max Drawdown (10Y)Largest decline over 10 years | -12.76% | -16.89% | +4.13% |
Current DrawdownCurrent decline from peak | -1.60% | -2.09% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -1.49% | -1.50% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.52% | 0.99% | -0.47% |
Volatility
BIMIX vs. DODIX - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund Class Institutional (BIMIX) is 1.05%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.82%. This indicates that BIMIX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIMIX | DODIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 1.82% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 1.65% | 2.80% | -1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.79% | 4.60% | -1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.87% | 5.52% | -1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.25% | 4.42% | -1.17% |