BSBSX vs. DLDFX
Compare and contrast key facts about Baird Short-Term Bond Fund Investor Class (BSBSX) and Destinations Low Duration Fixed Income Fund (DLDFX).
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. DLDFX is managed by Destinations Funds. It was launched on Mar 20, 2017.
Performance
BSBSX vs. DLDFX - Performance Comparison
Loading graphics...
BSBSX vs. DLDFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSBSX Baird Short-Term Bond Fund Investor Class | 0.10% | 5.41% | 4.73% | 5.39% | -3.88% | -0.57% | 3.87% | 1.77% |
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, BSBSX achieves a 0.10% return, which is significantly lower than DLDFX's 1.35% 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%
DLDFX
- 1D
- 0.11%
- 1M
- -0.06%
- YTD
- 1.35%
- 6M
- 2.48%
- 1Y
- 5.98%
- 3Y*
- 5.86%
- 5Y*
- 3.89%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BSBSX vs. DLDFX - Expense Ratio Comparison
BSBSX has a 0.55% expense ratio, which is lower than DLDFX's 0.93% expense ratio.
Return for Risk
BSBSX vs. DLDFX — Risk / Return Rank
BSBSX
DLDFX
BSBSX vs. DLDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Short-Term Bond Fund Investor Class (BSBSX) 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.
| BSBSX | DLDFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.47 | 3.24 | -0.77 |
Sortino ratioReturn per unit of downside risk | 3.88 | 5.52 | -1.65 |
Omega ratioGain probability vs. loss probability | 1.56 | 2.05 | -0.49 |
Calmar ratioReturn relative to maximum drawdown | 4.92 | 4.37 | +0.55 |
Martin ratioReturn relative to average drawdown | 20.41 | 22.87 | -2.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BSBSX | DLDFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 3.24 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.13 | 2.20 | -1.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.35 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.30 | 1.74 | -0.45 |
Correlation
The correlation between BSBSX and DLDFX is 0.40, 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. DLDFX - Dividend Comparison
BSBSX's dividend yield for the trailing twelve months is around 4.05%, less than DLDFX's 5.50% 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% |
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
BSBSX vs. DLDFX - Drawdown Comparison
The maximum BSBSX drawdown since its inception was -6.29%, smaller than the maximum DLDFX drawdown of -8.64%. Use the drawdown chart below to compare losses from any high point for BSBSX and DLDFX.
Loading graphics...
Drawdown Indicators
| BSBSX | DLDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.29% | -8.64% | +2.35% |
Max Drawdown (1Y)Largest decline over 1 year | -0.84% | -1.08% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -6.29% | -3.88% | -2.41% |
Max Drawdown (10Y)Largest decline over 10 years | -6.29% | — | — |
Current DrawdownCurrent decline from peak | -0.61% | -0.38% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -0.68% | -0.72% | +0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.20% | 0.25% | -0.05% |
Volatility
BSBSX vs. DLDFX - Volatility Comparison
Baird Short-Term Bond Fund Investor Class (BSBSX) and Destinations Low Duration Fixed Income Fund (DLDFX) have volatilities of 0.46% and 0.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BSBSX | DLDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.46% | 0.44% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 0.90% | 1.28% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.58% | 1.91% | -0.33% |
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% |