BSBSX vs. BIMSX
Compare and contrast key facts about Baird Short-Term Bond Fund Investor Class (BSBSX) and Baird Intermediate Bond Fund (BIMSX).
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. BIMSX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BSBSX vs. BIMSX - Performance Comparison
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BSBSX vs. BIMSX - 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% |
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, BSBSX achieves a 0.21% return, which is significantly higher than BIMSX's -0.14% return. Over the past 10 years, BSBSX has outperformed BIMSX with an annualized return of 2.26%, while BIMSX has yielded a comparatively lower 2.04% annualized return.
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%
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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BSBSX vs. BIMSX - Expense Ratio Comparison
Both BSBSX and BIMSX have an expense ratio of 0.55%.
Return for Risk
BSBSX vs. BIMSX — Risk / Return Rank
BSBSX
BIMSX
BSBSX vs. BIMSX - 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 (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.
| BSBSX | BIMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.54 | 1.50 | +1.04 |
Sortino ratioReturn per unit of downside risk | 3.98 | 2.23 | +1.75 |
Omega ratioGain probability vs. loss probability | 1.57 | 1.29 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 4.79 | 2.33 | +2.46 |
Martin ratioReturn relative to average drawdown | 19.62 | 8.69 | +10.92 |
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 | BIMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.54 | 1.50 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.14 | 0.30 | +0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.35 | 0.63 | +0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.30 | 1.09 | +0.21 |
Correlation
The correlation between BSBSX 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
BSBSX vs. BIMSX - Dividend Comparison
BSBSX's dividend yield for the trailing twelve months is around 4.05%, more than BIMSX's 3.56% 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% |
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
BSBSX vs. BIMSX - Drawdown Comparison
The maximum BSBSX drawdown since its inception was -6.29%, smaller than the maximum BIMSX drawdown of -13.07%. Use the drawdown chart below to compare losses from any high point for BSBSX and BIMSX.
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Drawdown Indicators
| BSBSX | BIMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.29% | -13.07% | +6.78% |
Max Drawdown (1Y)Largest decline over 1 year | -0.84% | -1.87% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -6.29% | -13.00% | +6.71% |
Max Drawdown (10Y)Largest decline over 10 years | -6.29% | -13.07% | +6.78% |
Current DrawdownCurrent decline from peak | -0.51% | -1.30% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -0.68% | -1.59% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.20% | 0.50% | -0.30% |
Volatility
BSBSX vs. BIMSX - Volatility Comparison
The current volatility for Baird Short-Term Bond Fund Investor Class (BSBSX) is 0.48%, while Baird Intermediate Bond Fund (BIMSX) has a volatility of 1.03%. This indicates that BSBSX 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
| BSBSX | BIMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.48% | 1.03% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 0.90% | 1.67% | -0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.58% | 2.80% | -1.22% |
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% |