IDITX vs. BCOIX
Compare and contrast key facts about Transamerica Bond (IDITX) and Baird Core Plus Bond Fund (BCOIX).
IDITX is managed by Transamerica. It was launched on Jun 29, 1987. BCOIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
IDITX vs. BCOIX - Performance Comparison
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IDITX vs. BCOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDITX Transamerica Bond | -0.83% | 6.83% | 1.80% | 5.96% | -14.07% | -0.11% | 6.43% | 9.08% | -0.76% | 4.92% |
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, IDITX achieves a -0.83% return, which is significantly lower than BCOIX's -0.36% return. Over the past 10 years, IDITX has underperformed BCOIX with an annualized return of 2.16%, while BCOIX has yielded a comparatively higher 2.52% annualized return.
IDITX
- 1D
- 0.50%
- 1M
- -2.55%
- YTD
- -0.83%
- 6M
- -0.05%
- 1Y
- 3.54%
- 3Y*
- 3.56%
- 5Y*
- 0.18%
- 10Y*
- 2.16%
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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IDITX vs. BCOIX - Expense Ratio Comparison
IDITX has a 0.88% expense ratio, which is higher than BCOIX's 0.30% expense ratio.
Return for Risk
IDITX vs. BCOIX — Risk / Return Rank
IDITX
BCOIX
IDITX vs. BCOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Bond (IDITX) 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.
| IDITX | BCOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.12 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.60 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 2.01 | -0.55 |
Martin ratioReturn relative to average drawdown | 4.54 | 6.11 | -1.57 |
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
| IDITX | BCOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.12 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.16 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.54 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 1.07 | +0.03 |
Correlation
The correlation between IDITX and BCOIX is 0.80, 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
IDITX vs. BCOIX - Dividend Comparison
IDITX's dividend yield for the trailing twelve months is around 3.76%, less than BCOIX's 4.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDITX Transamerica Bond | 3.76% | 4.08% | 4.19% | 3.59% | 2.20% | 2.72% | 2.72% | 3.06% | 3.70% | 3.72% | 3.72% | 3.40% |
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
IDITX vs. BCOIX - Drawdown Comparison
The maximum IDITX drawdown since its inception was -21.27%, which is greater than BCOIX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for IDITX and BCOIX.
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Drawdown Indicators
| IDITX | BCOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.27% | -18.13% | -3.14% |
Max Drawdown (1Y)Largest decline over 1 year | -3.04% | -2.54% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -18.33% | -18.13% | -0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -18.33% | -18.13% | -0.20% |
Current DrawdownCurrent decline from peak | -2.73% | -2.04% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -2.89% | -2.19% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.83% | +0.14% |
Volatility
IDITX vs. BCOIX - Volatility Comparison
The current volatility for Transamerica Bond (IDITX) is 1.52%, while Baird Core Plus Bond Fund (BCOIX) has a volatility of 1.63%. This indicates that IDITX 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
| IDITX | BCOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.52% | 1.63% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 2.53% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.23% | 4.11% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.35% | 5.62% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.46% | 4.66% | -0.20% |