BSNSX vs. TXRIX
Compare and contrast key facts about Baird Strategic Municipal Bond Fund (BSNSX) and JPMorgan Tax Aware Real Return Fund (TXRIX).
BSNSX is managed by Baird. It was launched on Nov 14, 2019. TXRIX is managed by JPMorgan Chase. It was launched on Aug 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSNSX or TXRIX.
Correlation
The correlation between BSNSX and TXRIX is 0.44, 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.
Performance
BSNSX vs. TXRIX - Performance Comparison
Key characteristics
BSNSX:
1.65
TXRIX:
1.31
BSNSX:
2.30
TXRIX:
1.79
BSNSX:
1.38
TXRIX:
1.29
BSNSX:
2.27
TXRIX:
1.68
BSNSX:
5.98
TXRIX:
5.35
BSNSX:
0.60%
TXRIX:
0.59%
BSNSX:
2.18%
TXRIX:
2.43%
BSNSX:
-10.21%
TXRIX:
-16.51%
BSNSX:
-0.71%
TXRIX:
-0.90%
Returns By Period
In the year-to-date period, BSNSX achieves a 0.29% return, which is significantly lower than TXRIX's 0.43% return.
BSNSX
0.29%
0.29%
1.27%
3.19%
2.24%
N/A
TXRIX
0.43%
0.43%
0.83%
2.73%
2.46%
2.20%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BSNSX vs. TXRIX - Expense Ratio Comparison
BSNSX has a 0.55% expense ratio, which is higher than TXRIX's 0.49% expense ratio.
Risk-Adjusted Performance
BSNSX vs. TXRIX — Risk-Adjusted Performance Rank
BSNSX
TXRIX
BSNSX vs. TXRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Strategic Municipal Bond Fund (BSNSX) and JPMorgan Tax Aware Real Return Fund (TXRIX). 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.
Dividends
BSNSX vs. TXRIX - Dividend Comparison
BSNSX's dividend yield for the trailing twelve months is around 3.04%, which matches TXRIX's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSNSX Baird Strategic Municipal Bond Fund | 3.04% | 3.27% | 2.98% | 1.80% | 0.84% | 1.36% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TXRIX JPMorgan Tax Aware Real Return Fund | 3.03% | 3.31% | 3.44% | 2.06% | 1.47% | 2.23% | 2.55% | 2.87% | 2.72% | 2.80% | 2.99% | 2.97% |
Drawdowns
BSNSX vs. TXRIX - Drawdown Comparison
The maximum BSNSX drawdown since its inception was -10.21%, smaller than the maximum TXRIX drawdown of -16.51%. Use the drawdown chart below to compare losses from any high point for BSNSX and TXRIX. For additional features, visit the drawdowns tool.
Volatility
BSNSX vs. TXRIX - Volatility Comparison
Baird Strategic Municipal Bond Fund (BSNSX) and JPMorgan Tax Aware Real Return Fund (TXRIX) have volatilities of 0.72% and 0.72%, 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.