BMBSX vs. MINT
Compare and contrast key facts about Baird Quality Intermediate Municipal Bond Fund (BMBSX) and PIMCO Enhanced Short Maturity Strategy Fund (MINT).
BMBSX is managed by Baird. It was launched on Mar 29, 2001. MINT is an actively managed fund by PIMCO. It was launched on Nov 16, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMBSX or MINT.
Correlation
The correlation between BMBSX and MINT is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BMBSX vs. MINT - Performance Comparison
Key characteristics
BMBSX:
1.12
MINT:
13.03
BMBSX:
1.51
MINT:
30.34
BMBSX:
1.24
MINT:
8.79
BMBSX:
0.61
MINT:
43.88
BMBSX:
3.41
MINT:
473.69
BMBSX:
0.75%
MINT:
0.01%
BMBSX:
2.29%
MINT:
0.44%
BMBSX:
-9.56%
MINT:
-4.62%
BMBSX:
-0.62%
MINT:
0.00%
Returns By Period
In the year-to-date period, BMBSX achieves a 0.82% return, which is significantly higher than MINT's 0.71% return. Over the past 10 years, BMBSX has underperformed MINT with an annualized return of 1.39%, while MINT has yielded a comparatively higher 2.26% annualized return.
BMBSX
0.82%
0.73%
0.57%
2.56%
0.50%
1.39%
MINT
0.71%
0.45%
2.72%
5.64%
2.56%
2.26%
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BMBSX vs. MINT - Expense Ratio Comparison
BMBSX has a 0.55% expense ratio, which is higher than MINT's 0.36% expense ratio.
Risk-Adjusted Performance
BMBSX vs. MINT — Risk-Adjusted Performance Rank
BMBSX
MINT
BMBSX vs. MINT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Quality Intermediate Municipal Bond Fund (BMBSX) and PIMCO Enhanced Short Maturity Strategy Fund (MINT). 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
BMBSX vs. MINT - Dividend Comparison
BMBSX's dividend yield for the trailing twelve months is around 2.52%, less than MINT's 5.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMBSX Baird Quality Intermediate Municipal Bond Fund | 2.52% | 2.50% | 2.22% | 1.71% | 1.49% | 1.67% | 1.97% | 2.08% | 2.02% | 1.98% | 2.11% | 2.26% |
MINT PIMCO Enhanced Short Maturity Strategy Fund | 5.19% | 5.22% | 4.91% | 1.90% | 0.44% | 1.15% | 2.65% | 2.32% | 1.61% | 1.35% | 0.88% | 0.80% |
Drawdowns
BMBSX vs. MINT - Drawdown Comparison
The maximum BMBSX drawdown since its inception was -9.56%, which is greater than MINT's maximum drawdown of -4.62%. Use the drawdown chart below to compare losses from any high point for BMBSX and MINT. For additional features, visit the drawdowns tool.
Volatility
BMBSX vs. MINT - Volatility Comparison
Baird Quality Intermediate Municipal Bond Fund (BMBSX) has a higher volatility of 0.67% compared to PIMCO Enhanced Short Maturity Strategy Fund (MINT) at 0.12%. This indicates that BMBSX's price experiences larger fluctuations and is considered to be riskier than MINT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.