DFIEX vs. BCOSX

In the year-to-date period, DFIEX achieves a 14.71% return, which is significantly higher than BCOSX's 1.85% return. Over the past 10 years, DFIEX has outperformed BCOSX with an annualized return of 6.05%, while BCOSX has yielded a comparatively lower 1.83% annualized return.

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DFIEX has a 0.24% expense ratio, which is lower than BCOSX's 0.55% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DFA International Core Equity Portfolio I (DFIEX) and Baird Core Plus Bond Fund (BCOSX). 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.

The current DFIEX Sharpe Ratio is 0.70, which is comparable to the BCOSX Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of DFIEX and BCOSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFIEX's dividend yield for the trailing twelve months is around 3.05%, less than BCOSX's 3.72% yield.

The maximum DFIEX drawdown since its inception was -62.64%, which is greater than BCOSX's maximum drawdown of -19.23%. Use the drawdown chart below to compare losses from any high point for DFIEX and BCOSX. For additional features, visit the drawdowns tool.

DFA International Core Equity Portfolio I (DFIEX) has a higher volatility of 2.62% compared to Baird Core Plus Bond Fund (BCOSX) at 1.42%. This indicates that DFIEX's price experiences larger fluctuations and is considered to be riskier than BCOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.