BIMSX vs. BAGSX
Compare and contrast key facts about Baird Intermediate Bond Fund (BIMSX) and Baird Aggregate Bond Fund (BAGSX).
BIMSX is managed by Baird. It was launched on Sep 29, 2000. BAGSX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BIMSX vs. BAGSX - Performance Comparison
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BIMSX vs. BAGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BAGSX Baird Aggregate Bond Fund | -0.31% | 7.11% | 1.63% | 6.12% | -13.52% | -1.74% | 8.42% | 9.17% | -0.55% | 3.90% |
Returns By Period
The year-to-date returns for both investments are quite close, with BIMSX having a -0.32% return and BAGSX slightly higher at -0.31%. Over the past 10 years, BIMSX has outperformed BAGSX with an annualized return of 2.02%, while BAGSX has yielded a comparatively lower 1.81% annualized return.
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%
BAGSX
- 1D
- 0.59%
- 1M
- -2.07%
- YTD
- -0.31%
- 6M
- 0.69%
- 1Y
- 4.01%
- 3Y*
- 3.80%
- 5Y*
- 0.26%
- 10Y*
- 1.81%
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BIMSX vs. BAGSX - Expense Ratio Comparison
Both BIMSX and BAGSX have an expense ratio of 0.55%.
Return for Risk
BIMSX vs. BAGSX — Risk / Return Rank
BIMSX
BAGSX
BIMSX vs. BAGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund (BIMSX) and Baird Aggregate Bond Fund (BAGSX). 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.
| BIMSX | BAGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.99 | +0.51 |
Sortino ratioReturn per unit of downside risk | 2.23 | 1.42 | +0.82 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.18 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 1.79 | +0.64 |
Martin ratioReturn relative to average drawdown | 9.20 | 5.16 | +4.04 |
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
| BIMSX | BAGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.99 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.04 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.37 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.92 | +0.17 |
Correlation
The correlation between BIMSX and BAGSX is 0.92, 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
BIMSX vs. BAGSX - Dividend Comparison
BIMSX's dividend yield for the trailing twelve months is around 3.56%, less than BAGSX's 3.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BAGSX Baird Aggregate Bond Fund | 3.76% | 3.69% | 3.62% | 3.10% | 2.33% | 1.68% | 3.02% | 2.41% | 2.53% | 2.21% | 1.96% | 2.14% |
Drawdowns
BIMSX vs. BAGSX - Drawdown Comparison
The maximum BIMSX drawdown since its inception was -13.07%, smaller than the maximum BAGSX drawdown of -18.97%. Use the drawdown chart below to compare losses from any high point for BIMSX and BAGSX.
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Drawdown Indicators
| BIMSX | BAGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.07% | -18.97% | +5.90% |
Max Drawdown (1Y)Largest decline over 1 year | -1.87% | -2.64% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -13.00% | -18.84% | +5.84% |
Max Drawdown (10Y)Largest decline over 10 years | -13.07% | -18.97% | +5.90% |
Current DrawdownCurrent decline from peak | -1.48% | -2.14% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -1.59% | -2.53% | +0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.49% | 0.92% | -0.43% |
Volatility
BIMSX vs. BAGSX - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund (BIMSX) is 1.05%, while Baird Aggregate Bond Fund (BAGSX) has a volatility of 1.64%. This indicates that BIMSX experiences smaller price fluctuations and is considered to be less risky than BAGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIMSX | BAGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 1.64% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 1.67% | 2.56% | -0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.80% | 4.27% | -1.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.86% | 5.91% | -2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.24% | 4.89% | -1.65% |