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BIMIX vs. DODIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


BIMIXDODIX
YTD Return0.18%-0.24%
1Y Return3.91%5.10%
3Y Return (Ann)-1.00%-0.90%
5Y Return (Ann)1.39%1.91%
10Y Return (Ann)1.88%2.59%
Sharpe Ratio0.860.76
Daily Std Dev4.32%6.46%
Max Drawdown-12.76%-16.38%
Current Drawdown-4.70%-5.57%

Correlation

0.84
-1.001.00

The correlation between BIMIX and DODIX is 0.84, 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.

Performance

BIMIX vs. DODIX - Performance Comparison

In the year-to-date period, BIMIX achieves a 0.18% return, which is significantly higher than DODIX's -0.24% return. Over the past 10 years, BIMIX has underperformed DODIX with an annualized return of 1.88%, while DODIX has yielded a comparatively higher 2.59% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


120.00%130.00%140.00%150.00%160.00%170.00%180.00%OctoberNovemberDecember2024FebruaryMarch
128.07%
177.35%
BIMIX
DODIX

Compare stocks, funds, or ETFs


Baird Intermediate Bond Fund Class Institutional

Dodge & Cox Income Fund

BIMIX vs. DODIX - Expense Ratio Comparison

BIMIX has a 0.30% expense ratio, which is lower than DODIX's 0.41% expense ratio.

DODIX
Dodge & Cox Income Fund
0.50%1.00%1.50%2.00%0.41%

Risk-Adjusted Performance

BIMIX vs. DODIX - Risk-Adjusted Performance 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BIMIX
Baird Intermediate Bond Fund Class Institutional
0.86
DODIX
Dodge & Cox Income Fund
0.76

BIMIX vs. DODIX - Sharpe Ratio Comparison

The current BIMIX Sharpe Ratio is 0.86, which roughly equals the DODIX Sharpe Ratio of 0.76. The chart below compares the 12-month rolling Sharpe Ratio of BIMIX and DODIX.


Rolling 12-month Sharpe Ratio0.200.400.600.801.001.201.40OctoberNovemberDecember2024FebruaryMarch
0.86
0.76
BIMIX
DODIX

Dividends

BIMIX vs. DODIX - Dividend Comparison

BIMIX's dividend yield for the trailing twelve months is around 3.41%, less than DODIX's 4.06% yield.


TTM20232022202120202019201820172016201520142013
BIMIX
Baird Intermediate Bond Fund Class Institutional
3.41%3.21%2.17%2.27%3.49%2.52%2.50%2.35%2.47%2.57%2.54%2.65%
DODIX
Dodge & Cox Income Fund
4.06%3.86%2.82%3.23%4.66%3.63%3.43%3.03%3.25%3.09%4.15%3.07%

Drawdowns

BIMIX vs. DODIX - Drawdown Comparison

The maximum BIMIX drawdown since its inception was -12.76%, smaller than the maximum DODIX drawdown of -16.38%. The drawdown chart below compares losses from any high point along the way for BIMIX and DODIX


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%OctoberNovemberDecember2024FebruaryMarch
-4.70%
-5.57%
BIMIX
DODIX

Volatility

BIMIX vs. DODIX - Volatility Comparison

The current volatility for Baird Intermediate Bond Fund Class Institutional (BIMIX) is 0.96%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.01%. 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.


1.00%1.50%2.00%2.50%OctoberNovemberDecember2024FebruaryMarch
0.96%
2.01%
BIMIX
DODIX