HABYX vs. BCOIX
Compare and contrast key facts about The Hartford Total Return Bond Fund (HABYX) and Baird Core Plus Bond Fund (BCOIX).
HABYX is managed by Hartford. It was launched on Jul 22, 1996. BCOIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
HABYX vs. BCOIX - Performance Comparison
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HABYX vs. BCOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HABYX The Hartford Total Return Bond Fund | -0.66% | 7.25% | 2.41% | 6.96% | -14.02% | -1.08% | 9.29% | 10.62% | -0.73% | 5.26% |
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, HABYX achieves a -0.66% return, which is significantly lower than BCOIX's -0.36% return. Both investments have delivered pretty close results over the past 10 years, with HABYX having a 2.43% annualized return and BCOIX not far ahead at 2.52%.
HABYX
- 1D
- 0.55%
- 1M
- -2.45%
- YTD
- -0.66%
- 6M
- 0.29%
- 1Y
- 3.80%
- 3Y*
- 4.18%
- 5Y*
- 0.55%
- 10Y*
- 2.43%
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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HABYX vs. BCOIX - Expense Ratio Comparison
HABYX has a 0.39% expense ratio, which is higher than BCOIX's 0.30% expense ratio.
Return for Risk
HABYX vs. BCOIX — Risk / Return Rank
HABYX
BCOIX
HABYX vs. BCOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Total Return Bond Fund (HABYX) 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.
| HABYX | BCOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.12 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.60 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.01 | -0.34 |
Martin ratioReturn relative to average drawdown | 4.86 | 6.11 | -1.25 |
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
| HABYX | BCOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.12 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.16 | -0.06 |
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 | 1.05 | 1.07 | -0.02 |
Correlation
The correlation between HABYX and BCOIX is 0.90, 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
HABYX vs. BCOIX - Dividend Comparison
HABYX's dividend yield for the trailing twelve months is around 4.20%, less than BCOIX's 4.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HABYX The Hartford Total Return Bond Fund | 4.20% | 4.56% | 4.39% | 3.99% | 3.10% | 3.96% | 3.19% | 3.76% | 4.08% | 3.89% | 3.10% | 2.94% |
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
HABYX vs. BCOIX - Drawdown Comparison
The maximum HABYX drawdown since its inception was -19.42%, which is greater than BCOIX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for HABYX and BCOIX.
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Drawdown Indicators
| HABYX | BCOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.42% | -18.13% | -1.29% |
Max Drawdown (1Y)Largest decline over 1 year | -2.99% | -2.54% | -0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -19.38% | -18.13% | -1.25% |
Max Drawdown (10Y)Largest decline over 10 years | -19.42% | -18.13% | -1.29% |
Current DrawdownCurrent decline from peak | -2.45% | -2.04% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -2.25% | -2.19% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 0.83% | +0.20% |
Volatility
HABYX vs. BCOIX - Volatility Comparison
The Hartford Total Return Bond Fund (HABYX) and Baird Core Plus Bond Fund (BCOIX) have volatilities of 1.67% and 1.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HABYX | BCOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 1.63% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 2.65% | 2.53% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.52% | 4.11% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.00% | 5.62% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.04% | 4.66% | +0.38% |