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CRBVX vs. BCOIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

CRBVX vs. BCOIX

Last updated Jun 25, 2026

CRBVX (Catholic Responsible Investments Bond Fund) and BCOIX (Baird Core Plus Bond Fund) are both Intermediate Core-Plus Bond funds. Over the past 3 years, CRBVX returned 4.12%/yr vs 4.83%/yr for BCOIX. With a 0.96 correlation, they move nearly in lockstep. CRBVX charges 0.51%/yr vs 0.30%/yr for BCOIX.

Performance

CRBVX vs. BCOIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Catholic Responsible Investments Bond Fund (CRBVX) and Baird Core Plus Bond Fund (BCOIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CRBVX achieves a 0.64% return, which is significantly higher than BCOIX's 0.54% return.

CRBVX

1D
0.12%
1M
0.81%
YTD
0.64%
6M
0.60%
1Y
4.05%
3Y*
4.12%
5Y*
—
10Y*
—

BCOIX

1D
0.10%
1M
0.87%
YTD
0.54%
6M
0.57%
1Y
4.35%
3Y*
4.83%
5Y*
0.69%
10Y*
2.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CRBVX vs. BCOIX - Yearly Performance Comparison

2026 (YTD)2025202420232022
CRBVX
Catholic Responsible Investments Bond Fund		0.64%6.73%1.94%5.82%-11.09%
BCOIX
Baird Core Plus Bond Fund		0.54%7.47%2.54%6.89%-11.09%

Correlation

The correlation between CRBVX and BCOIX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.95

Correlation (All Time)
Calculated using the full available price history since Jan 26, 2022

0.96

The correlation between CRBVX and BCOIX has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.

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Catholic Responsible Investments Bond Fund

Baird Core Plus Bond Fund

Often compared with CRBVX:
CRBVX vs. RCSCRBVX vs. CROVXCRBVX vs. CRSSXCRBVX vs. CRDSXCRBVX vs. CMNVXCRBVX vs. CRNSXCRBVX vs. CRQSX
Often compared with BCOIX:
BCOIX vs. VBTLXBCOIX vs. DODIXBCOIX vs. AGGBCOIX vs. VBTIXBCOIX vs. RGHYXBCOIX vs. VBilxBCOIX vs. CGMS

Return for Risk

CRBVX vs. BCOIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CRBVX
CRBVX Risk / Return Rank: 2626
Overall Rank
CRBVX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
CRBVX Sortino Ratio Rank: 2828
Sortino Ratio Rank
CRBVX Omega Ratio Rank: 2424
Omega Ratio Rank
CRBVX Calmar Ratio Rank: 2828
Calmar Ratio Rank
CRBVX Martin Ratio Rank: 2323
Martin Ratio Rank
BCOIX
BCOIX Risk / Return Rank: 2525
Overall Rank
BCOIX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
BCOIX Sortino Ratio Rank: 2626
Sortino Ratio Rank
BCOIX Omega Ratio Rank: 2323
Omega Ratio Rank
BCOIX Calmar Ratio Rank: 2727
Calmar Ratio Rank
BCOIX Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CRBVX vs. BCOIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Bond Fund (CRBVX) and Baird Core Plus Bond Fund (BCOIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

CRBVXBCOIXDifference
Sharpe ratioReturn per unit of total volatility
1.22
1.27

-0.05

Sortino ratioReturn per unit of downside risk
1.88
1.91

-0.04

Omega ratioGain probability vs. loss probability

1.22

1.23

-0.01

Calmar ratioReturn relative to maximum drawdown

1.70

1.79

-0.09

Martin ratioReturn relative to average drawdown

4.76

5.03

-0.27

CRBVX vs. BCOIX - Sharpe Ratio Comparison

The current CRBVX Sharpe Ratio is 1.22, which is comparable to the BCOIX Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of CRBVX and BCOIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

CRBVX vs. BCOIX - Drawdown Comparison

The maximum CRBVX drawdown since its inception was -15.00%, smaller than the maximum BCOIX drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for CRBVX and BCOIX.

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Drawdown Indicators

CRBVXBCOIXDifference

Max Drawdown

Largest peak-to-trough decline

-15.00%

-18.13%

+3.13%

Max Drawdown (1Y)

Largest decline over 1 year

-2.54%

-2.58%

+0.04%

Max Drawdown (3Y)

Largest decline over 3 years

-6.30%

-5.61%

-0.69%

Max Drawdown (5Y)

Largest decline over 5 years

—

-18.13%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-18.13%

—

Current Drawdown

Current decline from peak

-1.16%

-1.15%

-0.01%

Average Drawdown

Average peak-to-trough decline

-5.56%

-2.18%

-3.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.91%

0.92%

-0.01%

Volatility

CRBVX vs. BCOIX - Volatility Comparison

The current volatility for Catholic Responsible Investments Bond Fund (CRBVX) is 0.86%, while Baird Core Plus Bond Fund (BCOIX) has a volatility of 1.03%. This indicates that CRBVX experiences smaller price fluctuations and is considered to be less risky than BCOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

CRBVXBCOIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.86%

1.03%

-0.17%

Volatility (6M)

Calculated over the trailing 6-month period

2.49%

2.73%

-0.24%

Volatility (1Y)

Calculated over the trailing 1-year period

3.56%

3.65%

-0.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.03%

5.65%

+0.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.03%

4.68%

+1.35%

CRBVX vs. BCOIX - Expense Ratio Comparison

CRBVX has a 0.51% expense ratio, which is higher than BCOIX's 0.30% expense ratio.

Dividends

CRBVX vs. BCOIX - Dividend Comparison

CRBVX's dividend yield for the trailing twelve months is around 4.24%, more than BCOIX's 4.00% yield.

PositionTTM20252024202320222021202020192018201720162015
BCOIX
Baird Core Plus Bond Fund		4.00%4.21%4.13%3.58%3.10%2.96%3.51%2.96%3.13%2.83%3.01%2.84%
CRBVX
Catholic Responsible Investments Bond Fund		4.24%4.25%4.21%3.93%2.73%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

With a correlation of 0.92, CRBVX and BCOIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

BCOIX has higher volatility (1.03%) compared to CRBVX (0.86%). In terms of maximum drawdown, CRBVX dropped -15.00% vs BCOIX's -18.13%.

BCOIX currently has the higher Sharpe Ratio (1.27 vs 1.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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