BSBIX vs. BIMSX
Compare and contrast key facts about Baird Short-Term Bond Fund Institutional Class (BSBIX) and Baird Intermediate Bond Fund (BIMSX).
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. BIMSX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BSBIX vs. BIMSX - Performance Comparison
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BSBIX vs. BIMSX - 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% |
BIMSX Baird Intermediate Bond Fund | -0.14% | 6.76% | 3.21% | 5.53% | -8.88% | -1.68% | 7.16% | 6.83% | 0.30% | 2.53% |
Returns By Period
In the year-to-date period, BSBIX achieves a 0.27% return, which is significantly higher than BIMSX's -0.14% return. Over the past 10 years, BSBIX has outperformed BIMSX with an annualized return of 2.51%, while BIMSX has yielded a comparatively lower 2.04% 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%
BIMSX
- 1D
- 0.18%
- 1M
- -0.95%
- YTD
- -0.14%
- 6M
- 0.79%
- 1Y
- 4.07%
- 3Y*
- 4.31%
- 5Y*
- 1.16%
- 10Y*
- 2.04%
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BSBIX vs. BIMSX - Expense Ratio Comparison
BSBIX has a 0.30% expense ratio, which is lower than BIMSX's 0.55% expense ratio.
Return for Risk
BSBIX vs. BIMSX — Risk / Return Rank
BSBIX
BIMSX
BSBIX vs. BIMSX - 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 (BIMSX). 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 | BIMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.02 | 1.50 | +1.52 |
Sortino ratioReturn per unit of downside risk | 4.76 | 2.23 | +2.53 |
Omega ratioGain probability vs. loss probability | 1.81 | 1.29 | +0.52 |
Calmar ratioReturn relative to maximum drawdown | 4.54 | 2.33 | +2.21 |
Martin ratioReturn relative to average drawdown | 20.13 | 8.69 | +11.43 |
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 | BIMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.02 | 1.50 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.30 | +0.98 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.51 | 0.63 | +0.88 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.64 | 1.09 | +0.55 |
Correlation
The correlation between BSBIX and BIMSX 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. BIMSX - Dividend Comparison
BSBIX's dividend yield for the trailing twelve months is around 4.30%, more than BIMSX's 3.56% 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% |
BIMSX Baird Intermediate Bond Fund | 3.56% | 3.50% | 3.44% | 2.81% | 1.81% | 1.90% | 3.08% | 2.16% | 2.14% | 1.98% | 1.89% | 2.21% |
Drawdowns
BSBIX vs. BIMSX - Drawdown Comparison
The maximum BSBIX drawdown since its inception was -5.95%, smaller than the maximum BIMSX drawdown of -13.07%. Use the drawdown chart below to compare losses from any high point for BSBIX and BIMSX.
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Drawdown Indicators
| BSBIX | BIMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.95% | -13.07% | +7.12% |
Max Drawdown (1Y)Largest decline over 1 year | -0.94% | -1.87% | +0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -5.95% | -13.00% | +7.05% |
Max Drawdown (10Y)Largest decline over 10 years | -5.95% | -13.07% | +7.12% |
Current DrawdownCurrent decline from peak | -0.59% | -1.30% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -0.55% | -1.59% | +1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.21% | 0.50% | -0.29% |
Volatility
BSBIX vs. BIMSX - Volatility Comparison
The current volatility for Baird Short-Term Bond Fund Institutional Class (BSBIX) is 0.53%, while Baird Intermediate Bond Fund (BIMSX) has a volatility of 1.03%. This indicates that BSBIX experiences smaller price fluctuations and is considered to be less risky than BIMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSBIX | BIMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.53% | 1.03% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 0.86% | 1.67% | -0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.42% | 2.80% | -1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.93% | 3.86% | -1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.67% | 3.24% | -1.57% |