BIMIX vs. PIMIX
Compare and contrast key facts about Baird Intermediate Bond Fund Class Institutional (BIMIX) and PIMCO Income Fund Institutional Class (PIMIX).
BIMIX is managed by Baird. It was launched on Sep 29, 2000. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIMIX or PIMIX.
Correlation
The correlation between BIMIX and PIMIX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BIMIX vs. PIMIX - Performance Comparison
Key characteristics
BIMIX:
1.50
PIMIX:
1.85
BIMIX:
2.21
PIMIX:
2.78
BIMIX:
1.28
PIMIX:
1.36
BIMIX:
0.64
PIMIX:
3.16
BIMIX:
4.68
PIMIX:
7.88
BIMIX:
1.03%
PIMIX:
0.95%
BIMIX:
3.21%
PIMIX:
4.03%
BIMIX:
-14.15%
PIMIX:
-13.39%
BIMIX:
-2.40%
PIMIX:
-0.19%
Returns By Period
In the year-to-date period, BIMIX achieves a 0.79% return, which is significantly lower than PIMIX's 1.57% return. Over the past 10 years, BIMIX has underperformed PIMIX with an annualized return of 1.75%, while PIMIX has yielded a comparatively higher 4.42% annualized return.
BIMIX
0.79%
0.59%
0.21%
4.93%
0.55%
1.75%
PIMIX
1.57%
1.48%
2.29%
7.56%
3.06%
4.42%
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BIMIX vs. PIMIX - Expense Ratio Comparison
BIMIX has a 0.30% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
BIMIX vs. PIMIX — Risk-Adjusted Performance Rank
BIMIX
PIMIX
BIMIX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund Class Institutional (BIMIX) and PIMCO Income Fund Institutional Class (PIMIX). 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.
Dividends
BIMIX vs. PIMIX - Dividend Comparison
BIMIX's dividend yield for the trailing twelve months is around 3.93%, less than PIMIX's 6.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.93% | 3.89% | 3.20% | 2.18% | 1.58% | 2.16% | 2.53% | 2.52% | 2.33% | 2.29% | 2.27% | 2.41% |
PIMIX PIMCO Income Fund Institutional Class | 6.21% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
BIMIX vs. PIMIX - Drawdown Comparison
The maximum BIMIX drawdown since its inception was -14.15%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for BIMIX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
BIMIX vs. PIMIX - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund Class Institutional (BIMIX) is 0.80%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 0.93%. This indicates that BIMIX experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.