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BMNSX vs. FBKWX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BMNSX and FBKWX is -0.21. 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

BMNSX vs. FBKWX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baird Core Intermediate Municipal Bond Fund (BMNSX) and Fidelity Advisor Total Bond Fund Class Z (FBKWX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BMNSX:

1.50%

FBKWX:

3.46%

Max Drawdown

BMNSX:

0.00%

FBKWX:

-0.32%

Current Drawdown

BMNSX:

0.00%

FBKWX:

-0.32%

Returns By Period


BMNSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FBKWX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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BMNSX vs. FBKWX - Expense Ratio Comparison

BMNSX has a 0.55% expense ratio, which is higher than FBKWX's 0.36% expense ratio.


Risk-Adjusted Performance

BMNSX vs. FBKWX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BMNSX
The Risk-Adjusted Performance Rank of BMNSX is 7373
Overall Rank
The Sharpe Ratio Rank of BMNSX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of BMNSX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of BMNSX is 7777
Omega Ratio Rank
The Calmar Ratio Rank of BMNSX is 8080
Calmar Ratio Rank
The Martin Ratio Rank of BMNSX is 7474
Martin Ratio Rank

FBKWX
The Risk-Adjusted Performance Rank of FBKWX is 8080
Overall Rank
The Sharpe Ratio Rank of FBKWX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of FBKWX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of FBKWX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of FBKWX is 7474
Calmar Ratio Rank
The Martin Ratio Rank of FBKWX is 7979
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.

BMNSX vs. FBKWX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Baird Core Intermediate Municipal Bond Fund (BMNSX) and Fidelity Advisor Total Bond Fund Class Z (FBKWX). 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

BMNSX vs. FBKWX - Dividend Comparison

BMNSX's dividend yield for the trailing twelve months is around 3.23%, less than FBKWX's 4.60% yield.


TTM20242023202220212020201920182017201620152014
BMNSX
Baird Core Intermediate Municipal Bond Fund
3.23%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FBKWX
Fidelity Advisor Total Bond Fund Class Z
4.60%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BMNSX vs. FBKWX - Drawdown Comparison

The maximum BMNSX drawdown since its inception was 0.00%, smaller than the maximum FBKWX drawdown of -0.32%. Use the drawdown chart below to compare losses from any high point for BMNSX and FBKWX. For additional features, visit the drawdowns tool.


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Volatility

BMNSX vs. FBKWX - Volatility Comparison


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