BIMSX vs. CMPIX
Compare and contrast key facts about Baird Intermediate Bond Fund (BIMSX) and Principal Core Fixed Income (CMPIX).
BIMSX is managed by Baird. It was launched on Sep 29, 2000. CMPIX is managed by Principal. It was launched on Dec 15, 1975.
Performance
BIMSX vs. CMPIX - Performance Comparison
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Returns By Period
In the year-to-date period, BIMSX achieves a -0.05% return, which is significantly higher than CMPIX's -0.26% return. Over the past 10 years, BIMSX has outperformed CMPIX with an annualized return of 2.04%, while CMPIX has yielded a comparatively lower 1.80% annualized return.
BIMSX
- 1D
- 0.09%
- 1M
- -0.59%
- YTD
- -0.05%
- 6M
- 0.97%
- 1Y
- 3.79%
- 3Y*
- 4.25%
- 5Y*
- 1.18%
- 10Y*
- 2.04%
CMPIX
- 1D
- 0.23%
- 1M
- -1.15%
- YTD
- -0.26%
- 6M
- 0.37%
- 1Y
- 3.29%
- 3Y*
- 3.02%
- 5Y*
- -0.17%
- 10Y*
- 1.80%
BIMSX vs. CMPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIMSX Baird Intermediate Bond Fund | -0.05% | 6.76% | 3.21% | 5.53% | -8.88% | -1.68% | 7.16% | 6.83% | 0.30% | 2.53% |
CMPIX Principal Core Fixed Income | -0.26% | 6.76% | 1.26% | 4.89% | -13.34% | -2.03% | 7.84% | 8.59% | -0.24% | 4.16% |
Correlation
The correlation between BIMSX and CMPIX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
BIMSX vs. CMPIX - Expense Ratio Comparison
BIMSX has a 0.55% expense ratio, which is lower than CMPIX's 0.74% expense ratio.
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Return for Risk
BIMSX vs. CMPIX — Risk / Return Rank
BIMSX
CMPIX
BIMSX vs. CMPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund (BIMSX) and Principal Core Fixed Income (CMPIX). 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 | CMPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 0.89 | +0.64 |
Sortino ratioReturn per unit of downside risk | 2.29 | 1.26 | +1.02 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.16 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 1.29 | +0.94 |
Martin ratioReturn relative to average drawdown | 8.12 | 3.84 | +4.27 |
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 | CMPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 0.89 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | -0.03 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.38 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.98 | +0.11 |
Drawdowns
BIMSX vs. CMPIX - Drawdown Comparison
The maximum BIMSX drawdown since its inception was -13.07%, smaller than the maximum CMPIX drawdown of -18.80%. Use the drawdown chart below to compare losses from any high point for BIMSX and CMPIX.
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Drawdown Indicators
| BIMSX | CMPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.07% | -18.80% | +5.73% |
Max Drawdown (1Y)Largest decline over 1 year | -1.87% | -2.84% | +0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -13.00% | -18.51% | +5.51% |
Max Drawdown (10Y)Largest decline over 10 years | -13.07% | -18.80% | +5.73% |
Current DrawdownCurrent decline from peak | -1.21% | -3.99% | +2.78% |
Average DrawdownAverage peak-to-trough decline | -1.59% | -2.47% | +0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.51% | 0.95% | -0.44% |
Volatility
BIMSX vs. CMPIX - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund (BIMSX) is 1.04%, while Principal Core Fixed Income (CMPIX) has a volatility of 1.71%. This indicates that BIMSX experiences smaller price fluctuations and is considered to be less risky than CMPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIMSX | CMPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.04% | 1.71% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 1.67% | 2.61% | -0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.79% | 4.25% | -1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.86% | 5.77% | -1.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.24% | 4.80% | -1.56% |
Dividends
BIMSX vs. CMPIX - Dividend Comparison
BIMSX's dividend yield for the trailing twelve months is around 3.55%, more than CMPIX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMSX Baird Intermediate Bond Fund | 3.55% | 3.50% | 3.44% | 2.81% | 1.81% | 1.90% | 3.08% | 2.16% | 2.14% | 1.98% | 1.89% | 2.21% |
CMPIX Principal Core Fixed Income | 3.13% | 3.35% | 3.27% | 2.37% | 2.10% | 1.94% | 2.11% | 2.71% | 3.19% | 2.91% | 3.17% | 3.29% |