FIALX vs. BCOIX
Compare and contrast key facts about Fidelity Sustainable Core Plus Bond Fund (FIALX) and Baird Core Plus Bond Fund (BCOIX).
FIALX is managed by Fidelity. It was launched on Apr 13, 2022. BCOIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
FIALX vs. BCOIX - Performance Comparison
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FIALX vs. BCOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FIALX Fidelity Sustainable Core Plus Bond Fund | -0.48% | 7.26% | 1.67% | 6.20% | -5.56% |
BCOIX Baird Core Plus Bond Fund | -0.36% | 7.47% | 2.54% | 6.89% | -4.01% |
Returns By Period
In the year-to-date period, FIALX achieves a -0.48% return, which is significantly lower than BCOIX's -0.36% return.
FIALX
- 1D
- 0.43%
- 1M
- -2.41%
- YTD
- -0.48%
- 6M
- 0.41%
- 1Y
- 3.92%
- 3Y*
- 3.73%
- 5Y*
- —
- 10Y*
- —
BCOIX
- 1D
- 0.49%
- 1M
- -2.04%
- YTD
- -0.36%
- 6M
- 0.74%
- 1Y
- 4.37%
- 3Y*
- 4.44%
- 5Y*
- 0.88%
- 10Y*
- 2.52%
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FIALX vs. BCOIX - Expense Ratio Comparison
FIALX has a 0.45% expense ratio, which is higher than BCOIX's 0.30% expense ratio.
Return for Risk
FIALX vs. BCOIX — Risk / Return Rank
FIALX
BCOIX
FIALX vs. BCOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Core Plus Bond Fund (FIALX) 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.
| FIALX | BCOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.12 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.60 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.01 | -0.22 |
Martin ratioReturn relative to average drawdown | 5.53 | 6.11 | -0.58 |
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
| FIALX | BCOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.12 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.16 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 1.07 | -0.71 |
Correlation
The correlation between FIALX and BCOIX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FIALX vs. BCOIX - Dividend Comparison
FIALX's dividend yield for the trailing twelve months is around 3.77%, less than BCOIX's 4.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIALX Fidelity Sustainable Core Plus Bond Fund | 3.77% | 4.07% | 4.07% | 3.25% | 1.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BCOIX Baird Core Plus Bond Fund | 4.31% | 4.21% | 4.13% | 3.58% | 3.10% | 2.96% | 3.51% | 2.96% | 3.13% | 2.83% | 3.01% | 2.84% |
Drawdowns
FIALX vs. BCOIX - Drawdown Comparison
The maximum FIALX drawdown since its inception was -9.77%, smaller than the maximum BCOIX drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for FIALX and BCOIX.
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Drawdown Indicators
| FIALX | BCOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.77% | -18.13% | +8.36% |
Max Drawdown (1Y)Largest decline over 1 year | -2.83% | -2.54% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.13% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.13% | — |
Current DrawdownCurrent decline from peak | -2.41% | -2.04% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -2.37% | -2.19% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.83% | +0.08% |
Volatility
FIALX vs. BCOIX - Volatility Comparison
The current volatility for Fidelity Sustainable Core Plus Bond Fund (FIALX) is 1.54%, while Baird Core Plus Bond Fund (BCOIX) has a volatility of 1.63%. This indicates that FIALX 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
| FIALX | BCOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.54% | 1.63% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.52% | 2.53% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.26% | 4.11% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.03% | 5.62% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.03% | 4.66% | +1.37% |