CCWSX vs. BAGSX
Compare and contrast key facts about Chautauqua International Growth Fund (CCWSX) and Baird Aggregate Bond Fund (BAGSX).
CCWSX is managed by Baird. It was launched on Apr 14, 2016. BAGSX is managed by Baird. It was launched on Sep 29, 2000.
Performance
CCWSX vs. BAGSX - Performance Comparison
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CCWSX vs. BAGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCWSX Chautauqua International Growth Fund | -16.07% | 19.17% | 11.30% | 12.16% | -18.05% | 6.62% | 39.37% | 26.43% | -17.36% | 34.60% |
BAGSX Baird Aggregate Bond Fund | -0.31% | 7.11% | 1.63% | 6.12% | -13.52% | -1.74% | 8.42% | 9.17% | -0.55% | 3.90% |
Returns By Period
In the year-to-date period, CCWSX achieves a -16.07% return, which is significantly lower than BAGSX's -0.31% return.
CCWSX
- 1D
- -0.64%
- 1M
- -14.16%
- YTD
- -16.07%
- 6M
- -15.98%
- 1Y
- -4.75%
- 3Y*
- 3.78%
- 5Y*
- 1.47%
- 10Y*
- —
BAGSX
- 1D
- 0.59%
- 1M
- -2.07%
- YTD
- -0.31%
- 6M
- 0.69%
- 1Y
- 4.01%
- 3Y*
- 3.80%
- 5Y*
- 0.26%
- 10Y*
- 1.81%
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CCWSX vs. BAGSX - Expense Ratio Comparison
CCWSX has a 1.05% expense ratio, which is higher than BAGSX's 0.55% expense ratio.
Return for Risk
CCWSX vs. BAGSX — Risk / Return Rank
CCWSX
BAGSX
CCWSX vs. BAGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chautauqua International Growth Fund (CCWSX) and Baird Aggregate Bond Fund (BAGSX). 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.
| CCWSX | BAGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.28 | 0.99 | -1.28 |
Sortino ratioReturn per unit of downside risk | -0.27 | 1.42 | -1.69 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.18 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 1.79 | -2.12 |
Martin ratioReturn relative to average drawdown | -1.23 | 5.16 | -6.39 |
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
| CCWSX | BAGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.28 | 0.99 | -1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.04 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.92 | -0.45 |
Correlation
The correlation between CCWSX and BAGSX is 0.05, 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
CCWSX vs. BAGSX - Dividend Comparison
CCWSX's dividend yield for the trailing twelve months is around 1.70%, less than BAGSX's 3.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCWSX Chautauqua International Growth Fund | 1.70% | 1.43% | 0.45% | 0.16% | 0.80% | 0.47% | 0.28% | 1.85% | 2.25% | 3.31% | 0.00% | 0.00% |
BAGSX Baird Aggregate Bond Fund | 3.76% | 3.69% | 3.62% | 3.10% | 2.33% | 1.68% | 3.02% | 2.41% | 2.53% | 2.21% | 1.96% | 2.14% |
Drawdowns
CCWSX vs. BAGSX - Drawdown Comparison
The maximum CCWSX drawdown since its inception was -34.59%, which is greater than BAGSX's maximum drawdown of -18.97%. Use the drawdown chart below to compare losses from any high point for CCWSX and BAGSX.
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Drawdown Indicators
| CCWSX | BAGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -18.97% | -15.62% |
Max Drawdown (1Y)Largest decline over 1 year | -19.75% | -2.64% | -17.11% |
Max Drawdown (5Y)Largest decline over 5 years | -34.59% | -18.84% | -15.75% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.97% | — |
Current DrawdownCurrent decline from peak | -19.75% | -2.14% | -17.61% |
Average DrawdownAverage peak-to-trough decline | -8.82% | -2.53% | -6.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.32% | 0.92% | +4.40% |
Volatility
CCWSX vs. BAGSX - Volatility Comparison
Chautauqua International Growth Fund (CCWSX) has a higher volatility of 6.67% compared to Baird Aggregate Bond Fund (BAGSX) at 1.64%. This indicates that CCWSX's price experiences larger fluctuations and is considered to be riskier than BAGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCWSX | BAGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.67% | 1.64% | +5.03% |
Volatility (6M)Calculated over the trailing 6-month period | 11.85% | 2.56% | +9.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.25% | 4.27% | +13.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.99% | 5.91% | +12.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.41% | 4.89% | +13.52% |