BMDSX vs. BCOSX
BMDSX (Baird Mid Cap Growth Fund) and BCOSX (Baird Core Plus Bond Fund) are both mutual funds - BMDSX is a Mid Cap Growth Equities fund managed by Baird, while BCOSX is a Intermediate Core-Plus Bond fund managed by Baird. Over the past 10 years, BMDSX returned 8.82%/yr vs 1.88%/yr for BCOSX. Their -0.13 correlation means they have often moved in opposite directions in the past. BMDSX charges 1.05%/yr vs 0.55%/yr for BCOSX.
Performance
BMDSX vs. BCOSX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BMDSX achieves a 7.69% return, which is significantly higher than BCOSX's -0.53% return. Over the past 10 years, BMDSX has outperformed BCOSX with an annualized return of 8.82%, while BCOSX has yielded a comparatively lower 1.88% annualized return.
BMDSX
- 1D
- 0.55%
- 1M
- -1.14%
- 6M
- 4.48%
- YTD
- 7.69%
- 1Y
- -0.24%
- 3Y*
- -0.64%
- 5Y*
- -2.48%
- 10Y*
- 8.82%
- ALL TIME*
- 7.16%
BCOSX
- 1D
- -0.19%
- 1M
- -1.06%
- 6M
- -0.62%
- YTD
- -0.53%
- 1Y
- 1.99%
- 3Y*
- 4.45%
- 5Y*
- -0.03%
- 10Y*
- 1.88%
- ALL TIME*
- 4.33%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BMDSX vs. BCOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | 7.69% | -9.55% | -1.16% | 19.91% | -27.86% | 21.81% | 34.56% | 35.94% | -1.52% | 26.61% |
BCOSX Baird Core Plus Bond Fund | -0.53% | 7.22% | 2.26% | 6.60% | -13.09% | -1.23% | 8.59% | 9.69% | -0.74% | 4.47% |
Correlation
The correlation between BMDSX and BCOSX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.28 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.23 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.09 |
Correlation (All Time) Calculated using the full available price history since Dec 29, 2000 | -0.13 |
The correlation between BMDSX and BCOSX shifts across timeframes, from -0.13 (all time) to 0.42 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BMDSX vs. BCOSX — Risk / Return Rank
BMDSX
BCOSX
BMDSX vs. BCOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) and Baird Core Plus Bond Fund (BCOSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BMDSX | BCOSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.14 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.11 | 1.07 | -1.18 |
| Martin ratioReturn relative to average drawdown | -0.26 | 2.64 | -2.90 |
Loading charts...
Drawdowns
BMDSX vs. BCOSX - Drawdown Comparison
The maximum BMDSX drawdown since its inception was -53.96%, which is greater than BCOSX's maximum drawdown of -18.39%. Use the drawdown chart below to compare losses from any high point for BMDSX and BCOSX.
Loading charts...
Drawdown Indicators
| BMDSX | BCOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -18.39% | -35.57% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -2.58% | -10.74% |
Max Drawdown (3Y)Largest decline over 3 years | -25.04% | -4.78% | -20.26% |
Max Drawdown (5Y)Largest decline over 5 years | -36.24% | -18.32% | -17.92% |
Max Drawdown (10Y)Largest decline over 10 years | -36.24% | -18.39% | -17.85% |
Current DrawdownCurrent decline from peak | -19.88% | -2.17% | -17.71% |
Average DrawdownAverage peak-to-trough decline | -11.00% | -2.30% | -8.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.71% | 1.05% | +4.66% |
Volatility
BMDSX vs. BCOSX - Volatility Comparison
Baird Mid Cap Growth Fund (BMDSX) has a higher volatility of 3.35% compared to Baird Core Plus Bond Fund (BCOSX) at 0.88%. This indicates that BMDSX's price experiences larger fluctuations and is considered to be riskier than BCOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BMDSX | BCOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 0.88% | +2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.90% | 2.72% | +9.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.52% | 3.53% | +11.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.06% | 5.63% | +15.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.76% | 4.66% | +16.10% |
BMDSX vs. BCOSX - Expense Ratio Comparison
BMDSX has a 1.05% expense ratio, which is higher than BCOSX's 0.55% expense ratio.
Dividends
BMDSX vs. BCOSX - Dividend Comparison
BMDSX's dividend yield for the trailing twelve months is around 12.89%, more than BCOSX's 3.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOSX Baird Core Plus Bond Fund | 3.94% | 3.75% | 3.68% | 3.17% | 2.69% | 2.57% | 3.11% | 2.60% | 2.75% | 2.47% | 2.27% | 2.49% |
BMDSX Baird Mid Cap Growth Fund | 12.89% | 13.88% | 4.57% | 2.44% | 1.79% | 17.82% | 10.09% | 5.77% | 6.62% | 4.87% | 0.00% | 0.15% |
Frequently Asked Questions
BMDSX and BCOSX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BMDSX has higher volatility (3.35%) compared to BCOSX (0.88%). In terms of maximum drawdown, BMDSX dropped -53.96% vs BCOSX's -18.39%.
BCOSX currently has the higher Sharpe Ratio (0.78 vs -0.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BMDSX and BCOSX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer