BSBIX vs. BIMIX
Compare and contrast key facts about Baird Short-Term Bond Fund Institutional Class (BSBIX) and Baird Intermediate Bond Fund Class Institutional (BIMIX).
BSBIX is a passively managed fund by Baird that tracks the performance of the Bloomberg Barclays 1-3 Year U.S. Government/Credit Bond Index. It was launched on Aug 31, 2004. BIMIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BSBIX vs. BIMIX - Performance Comparison
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BSBIX vs. BIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSBIX Baird Short-Term Bond Fund Institutional Class | 0.27% | 5.67% | 4.99% | 5.65% | -3.64% | -0.42% | 4.23% | 4.68% | 1.49% | 1.53% |
BIMIX Baird Intermediate Bond Fund Class Institutional | -0.34% | 6.69% | 3.45% | 5.78% | -8.64% | -1.41% | 7.42% | 7.05% | 0.58% | 2.74% |
Returns By Period
In the year-to-date period, BSBIX achieves a 0.27% return, which is significantly higher than BIMIX's -0.34% return. Over the past 10 years, BSBIX has outperformed BIMIX with an annualized return of 2.51%, while BIMIX has yielded a comparatively lower 2.23% annualized return.
BSBIX
- 1D
- 0.00%
- 1M
- -0.39%
- YTD
- 0.27%
- 6M
- 1.29%
- 1Y
- 4.15%
- 3Y*
- 5.01%
- 5Y*
- 2.46%
- 10Y*
- 2.51%
BIMIX
- 1D
- 0.19%
- 1M
- -1.23%
- YTD
- -0.34%
- 6M
- 0.62%
- 1Y
- 4.02%
- 3Y*
- 4.36%
- 5Y*
- 1.30%
- 10Y*
- 2.23%
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BSBIX vs. BIMIX - Expense Ratio Comparison
Both BSBIX and BIMIX have an expense ratio of 0.30%.
Return for Risk
BSBIX vs. BIMIX — Risk / Return Rank
BSBIX
BIMIX
BSBIX vs. BIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Short-Term Bond Fund Institutional Class (BSBIX) and Baird Intermediate Bond Fund Class Institutional (BIMIX). 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.
| BSBIX | BIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.02 | 1.48 | +1.54 |
Sortino ratioReturn per unit of downside risk | 4.76 | 2.18 | +2.58 |
Omega ratioGain probability vs. loss probability | 1.81 | 1.28 | +0.52 |
Calmar ratioReturn relative to maximum drawdown | 4.54 | 2.04 | +2.50 |
Martin ratioReturn relative to average drawdown | 20.13 | 8.17 | +11.95 |
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
| BSBIX | BIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.02 | 1.48 | +1.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.34 | +0.94 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.51 | 0.69 | +0.82 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.64 | 1.17 | +0.47 |
Correlation
The correlation between BSBIX and BIMIX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSBIX vs. BIMIX - Dividend Comparison
BSBIX's dividend yield for the trailing twelve months is around 4.30%, more than BIMIX's 3.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSBIX Baird Short-Term Bond Fund Institutional Class | 4.30% | 4.35% | 4.34% | 3.41% | 1.79% | 1.42% | 2.61% | 2.49% | 2.20% | 1.73% | 1.60% | 1.62% |
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.67% | 3.67% | 3.89% | 3.21% | 2.17% | 2.27% | 3.49% | 2.52% | 2.50% | 2.35% | 2.21% | 2.57% |
Drawdowns
BSBIX vs. BIMIX - Drawdown Comparison
The maximum BSBIX drawdown since its inception was -5.95%, smaller than the maximum BIMIX drawdown of -12.76%. Use the drawdown chart below to compare losses from any high point for BSBIX and BIMIX.
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Drawdown Indicators
| BSBIX | BIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.95% | -12.76% | +6.81% |
Max Drawdown (1Y)Largest decline over 1 year | -0.94% | -2.07% | +1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -5.95% | -12.76% | +6.81% |
Max Drawdown (10Y)Largest decline over 10 years | -5.95% | -12.76% | +6.81% |
Current DrawdownCurrent decline from peak | -0.59% | -1.60% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -0.55% | -1.49% | +0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.21% | 0.52% | -0.31% |
Volatility
BSBIX vs. BIMIX - Volatility Comparison
The current volatility for Baird Short-Term Bond Fund Institutional Class (BSBIX) is 0.53%, while Baird Intermediate Bond Fund Class Institutional (BIMIX) has a volatility of 1.05%. This indicates that BSBIX experiences smaller price fluctuations and is considered to be less risky than BIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSBIX | BIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.53% | 1.05% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 0.86% | 1.65% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.42% | 2.79% | -1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.93% | 3.87% | -1.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.67% | 3.25% | -1.58% |