BUBSX vs. PIMIX
Compare and contrast key facts about Baird Ultra Short Bond Fund (BUBSX) and PIMCO Income Fund Institutional Class (PIMIX).
BUBSX is managed by Baird. It was launched on Dec 31, 2013. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Performance
BUBSX vs. PIMIX - Performance Comparison
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BUBSX vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUBSX Baird Ultra Short Bond Fund | 0.70% | 4.53% | 5.47% | 5.43% | 0.70% | -0.05% | 1.66% | 2.87% | 1.61% | 1.05% |
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Returns By Period
In the year-to-date period, BUBSX achieves a 0.70% return, which is significantly higher than PIMIX's -1.36% return. Over the past 10 years, BUBSX has underperformed PIMIX with an annualized return of 2.48%, while PIMIX has yielded a comparatively higher 4.66% annualized return.
BUBSX
- 1D
- 0.00%
- 1M
- 0.13%
- YTD
- 0.70%
- 6M
- 1.69%
- 1Y
- 4.08%
- 3Y*
- 4.97%
- 5Y*
- 3.31%
- 10Y*
- 2.48%
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
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BUBSX vs. PIMIX - Expense Ratio Comparison
BUBSX has a 0.40% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Return for Risk
BUBSX vs. PIMIX — Risk / Return Rank
BUBSX
PIMIX
BUBSX vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Ultra Short Bond Fund (BUBSX) and PIMCO Income Fund Institutional Class (PIMIX). 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.
| BUBSX | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 6.30 | 1.56 | +4.74 |
Sortino ratioReturn per unit of downside risk | 17.90 | 2.25 | +15.66 |
Omega ratioGain probability vs. loss probability | 8.30 | 1.29 | +7.01 |
Calmar ratioReturn relative to maximum drawdown | 41.37 | 1.87 | +39.50 |
Martin ratioReturn relative to average drawdown | 223.49 | 7.56 | +215.94 |
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
| BUBSX | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 6.30 | 1.56 | +4.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 4.42 | 0.72 | +3.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 3.54 | 1.11 | +2.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.11 | 1.56 | +1.55 |
Correlation
The correlation between BUBSX and PIMIX is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BUBSX vs. PIMIX - Dividend Comparison
BUBSX's dividend yield for the trailing twelve months is around 4.11%, less than PIMIX's 5.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUBSX Baird Ultra Short Bond Fund | 4.11% | 4.24% | 5.04% | 4.39% | 1.29% | 0.25% | 1.14% | 2.33% | 1.90% | 1.04% | 0.81% | 0.56% |
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
Drawdowns
BUBSX vs. PIMIX - Drawdown Comparison
The maximum BUBSX drawdown since its inception was -1.88%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for BUBSX and PIMIX.
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Drawdown Indicators
| BUBSX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.88% | -13.39% | +11.51% |
Max Drawdown (1Y)Largest decline over 1 year | -0.10% | -3.69% | +3.59% |
Max Drawdown (5Y)Largest decline over 5 years | -0.83% | -13.34% | +12.51% |
Max Drawdown (10Y)Largest decline over 10 years | -1.88% | -13.39% | +11.51% |
Current DrawdownCurrent decline from peak | 0.00% | -3.24% | +3.24% |
Average DrawdownAverage peak-to-trough decline | -0.08% | -1.69% | +1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.02% | 0.92% | -0.90% |
Volatility
BUBSX vs. PIMIX - Volatility Comparison
The current volatility for Baird Ultra Short Bond Fund (BUBSX) is 0.17%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.88%. This indicates that BUBSX experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUBSX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.17% | 1.88% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 0.46% | 2.64% | -2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.65% | 4.28% | -3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.75% | 4.75% | -4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.70% | 4.20% | -3.50% |