BSBSX vs. BAGIX
Compare and contrast key facts about Baird Short-Term Bond Fund Investor Class (BSBSX) and Baird Aggregate Bond Fund Class I (BAGIX).
BSBSX is a passively managed fund by Baird that tracks the performance of the Bloomberg 1-3 Year U.S. Government/Credit Index. It was launched on Sep 19, 2012. BAGIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BSBSX vs. BAGIX - Performance Comparison
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BSBSX vs. BAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSBSX Baird Short-Term Bond Fund Investor Class | 0.10% | 5.41% | 4.73% | 5.39% | -3.88% | -0.57% | 3.87% | 4.42% | 1.24% | 1.28% |
BAGIX Baird Aggregate Bond Fund Class I | -0.06% | 7.37% | 1.85% | 6.42% | -13.35% | -1.46% | 8.63% | 9.48% | -0.31% | 4.20% |
Returns By Period
In the year-to-date period, BSBSX achieves a 0.10% return, which is significantly higher than BAGIX's -0.06% return. Over the past 10 years, BSBSX has outperformed BAGIX with an annualized return of 2.25%, while BAGIX has yielded a comparatively lower 2.07% annualized return.
BSBSX
- 1D
- 0.11%
- 1M
- -0.51%
- YTD
- 0.10%
- 6M
- 1.05%
- 1Y
- 3.78%
- 3Y*
- 4.71%
- 5Y*
- 2.18%
- 10Y*
- 2.25%
BAGIX
- 1D
- 0.20%
- 1M
- -1.44%
- YTD
- -0.06%
- 6M
- 0.76%
- 1Y
- 4.14%
- 3Y*
- 4.12%
- 5Y*
- 0.47%
- 10Y*
- 2.07%
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BSBSX vs. BAGIX - Expense Ratio Comparison
BSBSX has a 0.55% expense ratio, which is higher than BAGIX's 0.30% expense ratio.
Return for Risk
BSBSX vs. BAGIX — Risk / Return Rank
BSBSX
BAGIX
BSBSX vs. BAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Short-Term Bond Fund Investor Class (BSBSX) and Baird Aggregate Bond Fund Class I (BAGIX). 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.
| BSBSX | BAGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.47 | 1.02 | +1.45 |
Sortino ratioReturn per unit of downside risk | 3.88 | 1.47 | +2.40 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.18 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 4.92 | 1.74 | +3.18 |
Martin ratioReturn relative to average drawdown | 20.41 | 5.08 | +15.33 |
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
| BSBSX | BAGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 1.02 | +1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.13 | 0.08 | +1.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.35 | 0.43 | +0.92 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.30 | 0.98 | +0.32 |
Correlation
The correlation between BSBSX and BAGIX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BSBSX vs. BAGIX - Dividend Comparison
BSBSX's dividend yield for the trailing twelve months is around 4.05%, less than BAGIX's 4.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSBSX Baird Short-Term Bond Fund Investor Class | 4.05% | 4.10% | 4.08% | 3.16% | 1.54% | 1.17% | 2.37% | 2.24% | 1.96% | 1.49% | 1.35% | 1.37% |
BAGIX Baird Aggregate Bond Fund Class I | 4.18% | 4.12% | 4.03% | 3.47% | 2.70% | 2.00% | 3.39% | 2.75% | 2.87% | 2.54% | 2.25% | 2.46% |
Drawdowns
BSBSX vs. BAGIX - Drawdown Comparison
The maximum BSBSX drawdown since its inception was -6.29%, smaller than the maximum BAGIX drawdown of -18.62%. Use the drawdown chart below to compare losses from any high point for BSBSX and BAGIX.
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Drawdown Indicators
| BSBSX | BAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.29% | -18.62% | +12.33% |
Max Drawdown (1Y)Largest decline over 1 year | -0.84% | -2.63% | +1.79% |
Max Drawdown (5Y)Largest decline over 5 years | -6.29% | -18.60% | +12.31% |
Max Drawdown (10Y)Largest decline over 10 years | -6.29% | -18.62% | +12.33% |
Current DrawdownCurrent decline from peak | -0.61% | -1.84% | +1.23% |
Average DrawdownAverage peak-to-trough decline | -0.68% | -2.36% | +1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.20% | 0.90% | -0.70% |
Volatility
BSBSX vs. BAGIX - Volatility Comparison
The current volatility for Baird Short-Term Bond Fund Investor Class (BSBSX) is 0.46%, while Baird Aggregate Bond Fund Class I (BAGIX) has a volatility of 1.50%. This indicates that BSBSX experiences smaller price fluctuations and is considered to be less risky than BAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSBSX | BAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.46% | 1.50% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 0.90% | 2.49% | -1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.58% | 4.28% | -2.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.93% | 5.90% | -3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.67% | 4.88% | -3.21% |