BSBSX vs. BIMIX
Compare and contrast key facts about Baird Short-Term Bond Fund Investor Class (BSBSX) and Baird Intermediate Bond Fund Class Institutional (BIMIX).
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. BIMIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BSBSX vs. BIMIX - Performance Comparison
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BSBSX vs. BIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSBSX Baird Short-Term Bond Fund Investor Class | 0.21% | 5.41% | 4.73% | 5.39% | -3.88% | -0.57% | 3.87% | 4.42% | 1.24% | 1.28% |
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, BSBSX achieves a 0.21% return, which is significantly higher than BIMIX's -0.34% return. Both investments have delivered pretty close results over the past 10 years, with BSBSX having a 2.26% annualized return and BIMIX not far behind at 2.23%.
BSBSX
- 1D
- 0.11%
- 1M
- -0.41%
- YTD
- 0.21%
- 6M
- 1.16%
- 1Y
- 3.89%
- 3Y*
- 4.75%
- 5Y*
- 2.20%
- 10Y*
- 2.26%
BIMIX
- 1D
- 0.00%
- 1M
- -1.23%
- YTD
- -0.34%
- 6M
- 0.52%
- 1Y
- 4.12%
- 3Y*
- 4.36%
- 5Y*
- 1.30%
- 10Y*
- 2.23%
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BSBSX vs. BIMIX - Expense Ratio Comparison
BSBSX has a 0.55% expense ratio, which is higher than BIMIX's 0.30% expense ratio.
Return for Risk
BSBSX vs. BIMIX — Risk / Return Rank
BSBSX
BIMIX
BSBSX vs. BIMIX - 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 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.
| BSBSX | BIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.54 | 1.45 | +1.09 |
Sortino ratioReturn per unit of downside risk | 3.98 | 2.13 | +1.85 |
Omega ratioGain probability vs. loss probability | 1.57 | 1.28 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 4.79 | 1.99 | +2.80 |
Martin ratioReturn relative to average drawdown | 19.62 | 7.83 | +11.78 |
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 | BIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.54 | 1.45 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.14 | 0.34 | +0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.35 | 0.69 | +0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.30 | 1.17 | +0.13 |
Correlation
The correlation between BSBSX 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
BSBSX vs. BIMIX - Dividend Comparison
BSBSX's dividend yield for the trailing twelve months is around 4.05%, more than BIMIX's 3.67% 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% |
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
BSBSX vs. BIMIX - Drawdown Comparison
The maximum BSBSX drawdown since its inception was -6.29%, smaller than the maximum BIMIX drawdown of -12.76%. Use the drawdown chart below to compare losses from any high point for BSBSX and BIMIX.
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Drawdown Indicators
| BSBSX | BIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.29% | -12.76% | +6.47% |
Max Drawdown (1Y)Largest decline over 1 year | -0.84% | -2.07% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -6.29% | -12.76% | +6.47% |
Max Drawdown (10Y)Largest decline over 10 years | -6.29% | -12.76% | +6.47% |
Current DrawdownCurrent decline from peak | -0.51% | -1.60% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -0.68% | -1.49% | +0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.20% | 0.53% | -0.33% |
Volatility
BSBSX vs. BIMIX - Volatility Comparison
The current volatility for Baird Short-Term Bond Fund Investor Class (BSBSX) is 0.48%, while Baird Intermediate Bond Fund Class Institutional (BIMIX) has a volatility of 1.05%. This indicates that BSBSX 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
| BSBSX | BIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.48% | 1.05% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 0.90% | 1.65% | -0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.58% | 2.78% | -1.20% |
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% |