BSBIX vs. DLDFX
Compare and contrast key facts about Baird Short-Term Bond Fund Institutional Class (BSBIX) and Destinations Low Duration Fixed Income Fund (DLDFX).
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. DLDFX is managed by Destinations Funds. It was launched on Mar 20, 2017.
Performance
BSBIX vs. DLDFX - Performance Comparison
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BSBIX vs. DLDFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSBIX Baird Short-Term Bond Fund Institutional Class | 0.27% | 5.67% | 4.99% | 5.65% | -3.64% | -0.42% | 4.23% | 1.92% |
DLDFX Destinations Low Duration Fixed Income Fund | 1.35% | 4.91% | 6.09% | 7.11% | -2.59% | 5.41% | 1.52% | 1.16% |
Returns By Period
In the year-to-date period, BSBIX achieves a 0.27% return, which is significantly lower than DLDFX's 1.35% 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%
DLDFX
- 1D
- 0.11%
- 1M
- -0.06%
- YTD
- 1.35%
- 6M
- 2.48%
- 1Y
- 5.98%
- 3Y*
- 5.86%
- 5Y*
- 3.89%
- 10Y*
- —
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BSBIX vs. DLDFX - Expense Ratio Comparison
BSBIX has a 0.30% expense ratio, which is lower than DLDFX's 0.93% expense ratio.
Return for Risk
BSBIX vs. DLDFX — Risk / Return Rank
BSBIX
DLDFX
BSBIX vs. DLDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Short-Term Bond Fund Institutional Class (BSBIX) and Destinations Low Duration Fixed Income Fund (DLDFX). 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 | DLDFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.02 | 3.24 | -0.22 |
Sortino ratioReturn per unit of downside risk | 4.76 | 5.52 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.81 | 2.05 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 4.54 | 4.37 | +0.17 |
Martin ratioReturn relative to average drawdown | 20.13 | 22.87 | -2.74 |
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 | DLDFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.02 | 3.24 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 2.20 | -0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.64 | 1.74 | -0.10 |
Correlation
The correlation between BSBIX and DLDFX is 0.36, 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.
Dividends
BSBIX vs. DLDFX - Dividend Comparison
BSBIX's dividend yield for the trailing twelve months is around 4.30%, less than DLDFX's 5.50% 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% |
DLDFX Destinations Low Duration Fixed Income Fund | 5.50% | 5.29% | 5.64% | 4.77% | 4.54% | 3.74% | 3.86% | 2.18% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSBIX vs. DLDFX - Drawdown Comparison
The maximum BSBIX drawdown since its inception was -5.95%, smaller than the maximum DLDFX drawdown of -8.64%. Use the drawdown chart below to compare losses from any high point for BSBIX and DLDFX.
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Drawdown Indicators
| BSBIX | DLDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.95% | -8.64% | +2.69% |
Max Drawdown (1Y)Largest decline over 1 year | -0.94% | -1.08% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -5.95% | -3.88% | -2.07% |
Max Drawdown (10Y)Largest decline over 10 years | -5.95% | — | — |
Current DrawdownCurrent decline from peak | -0.59% | -0.38% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -0.55% | -0.72% | +0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.21% | 0.25% | -0.04% |
Volatility
BSBIX vs. DLDFX - Volatility Comparison
Baird Short-Term Bond Fund Institutional Class (BSBIX) has a higher volatility of 0.53% compared to Destinations Low Duration Fixed Income Fund (DLDFX) at 0.44%. This indicates that BSBIX's price experiences larger fluctuations and is considered to be riskier than DLDFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSBIX | DLDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.53% | 0.44% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 0.86% | 1.28% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.42% | 1.91% | -0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.93% | 1.79% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.67% | 2.09% | -0.42% |