HABDX vs. BCOIX
Compare and contrast key facts about Harbor Core Plus Fund (HABDX) and Baird Core Plus Bond Fund (BCOIX).
HABDX is managed by Harbor. It was launched on Dec 29, 1987. BCOIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
HABDX vs. BCOIX - Performance Comparison
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HABDX vs. BCOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HABDX Harbor Core Plus Fund | -0.23% | 7.28% | 2.56% | 6.70% | -13.23% | -0.64% | 8.88% | 8.42% | -0.20% | 4.89% |
BCOIX Baird Core Plus Bond Fund | -0.36% | 7.47% | 2.54% | 6.89% | -12.86% | -1.02% | 8.80% | 10.11% | -0.52% | 4.65% |
Returns By Period
In the year-to-date period, HABDX achieves a -0.23% return, which is significantly higher than BCOIX's -0.36% return. Over the past 10 years, HABDX has underperformed BCOIX with an annualized return of 2.30%, while BCOIX has yielded a comparatively higher 2.52% annualized return.
HABDX
- 1D
- 0.49%
- 1M
- -2.12%
- YTD
- -0.23%
- 6M
- 0.66%
- 1Y
- 4.23%
- 3Y*
- 4.24%
- 5Y*
- 0.76%
- 10Y*
- 2.30%
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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HABDX vs. BCOIX - Expense Ratio Comparison
HABDX has a 0.38% expense ratio, which is higher than BCOIX's 0.30% expense ratio.
Return for Risk
HABDX vs. BCOIX — Risk / Return Rank
HABDX
BCOIX
HABDX vs. BCOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Core Plus Fund (HABDX) 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.
| HABDX | 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 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.01 | -0.13 |
Martin ratioReturn relative to average drawdown | 5.46 | 6.11 | -0.66 |
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
| HABDX | 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 | 0.13 | 0.16 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.54 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 1.07 | +0.25 |
Correlation
The correlation between HABDX and BCOIX is 0.87, 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
HABDX vs. BCOIX - Dividend Comparison
HABDX's dividend yield for the trailing twelve months is around 4.28%, which matches BCOIX's 4.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HABDX Harbor Core Plus Fund | 4.28% | 4.65% | 4.46% | 4.24% | 3.41% | 3.12% | 3.27% | 3.19% | 3.08% | 3.41% | 3.86% | 5.40% |
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
HABDX vs. BCOIX - Drawdown Comparison
The maximum HABDX drawdown since its inception was -17.94%, roughly equal to the maximum BCOIX drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for HABDX and BCOIX.
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Drawdown Indicators
| HABDX | BCOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.94% | -18.13% | +0.19% |
Max Drawdown (1Y)Largest decline over 1 year | -2.64% | -2.54% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -18.13% | +0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -17.94% | -18.13% | +0.19% |
Current DrawdownCurrent decline from peak | -2.12% | -2.04% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -1.87% | -2.19% | +0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.83% | +0.08% |
Volatility
HABDX vs. BCOIX - Volatility Comparison
The current volatility for Harbor Core Plus Fund (HABDX) is 1.49%, while Baird Core Plus Bond Fund (BCOIX) has a volatility of 1.63%. This indicates that HABDX 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
| HABDX | BCOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 1.63% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.46% | 2.53% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.19% | 4.11% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.65% | 5.62% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.82% | 4.66% | +0.16% |