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BIMSX vs. DFUSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BIMSX vs. DFUSX

Last updated May 12, 2025

Compare and contrast key facts about Baird Intermediate Bond Fund (BIMSX) and DFA U.S. Large Company Portfolio (DFUSX).

BIMSX is managed by Baird. It was launched on Sep 29, 2000. DFUSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 23, 1999.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIMSX or DFUSX.

Correlation

The correlation between BIMSX and DFUSX is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

BIMSX vs. DFUSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baird Intermediate Bond Fund (BIMSX) and DFA U.S. Large Company Portfolio (DFUSX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BIMSX:

3.80%

DFUSX:

9.72%

Max Drawdown

BIMSX:

-0.36%

DFUSX:

-0.77%

Current Drawdown

BIMSX:

-0.36%

DFUSX:

-0.05%

Returns By Period

BIMSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

DFUSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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BIMSX vs. DFUSX - Expense Ratio Comparison

BIMSX has a 0.55% expense ratio, which is higher than DFUSX's 0.08% expense ratio.

BIMSX
Baird Intermediate Bond Fund
DFUSX
DFA U.S. Large Company Portfolio

Risk-Adjusted Performance

BIMSX vs. DFUSX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BIMSX
The Risk-Adjusted Performance Rank of BIMSX is 8989
Overall Rank
The Sharpe Ratio Rank of BIMSX is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of BIMSX is 9292
Sortino Ratio Rank
The Omega Ratio Rank of BIMSX is 9090
Omega Ratio Rank
The Calmar Ratio Rank of BIMSX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of BIMSX is 8888
Martin Ratio Rank
DFUSX
The Risk-Adjusted Performance Rank of DFUSX is 6464
Overall Rank
The Sharpe Ratio Rank of DFUSX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of DFUSX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of DFUSX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of DFUSX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of DFUSX is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BIMSX vs. DFUSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund (BIMSX) and DFA U.S. Large Company Portfolio (DFUSX). 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.

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Dividends

BIMSX vs. DFUSX - Dividend Comparison

BIMSX's dividend yield for the trailing twelve months is around 3.52%, more than DFUSX's 1.29% yield.

TTM20242023202220212020201920182017201620152014
BIMSX
Baird Intermediate Bond Fund		3.52%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DFUSX
DFA U.S. Large Company Portfolio		1.29%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BIMSX vs. DFUSX - Drawdown Comparison

The maximum BIMSX drawdown since its inception was -0.36%, smaller than the maximum DFUSX drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for BIMSX and DFUSX. For additional features, visit the drawdowns tool.

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Volatility

BIMSX vs. DFUSX - Volatility Comparison

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