LAPIX vs. BCOIX
Compare and contrast key facts about Lord Abbett Core Plus Bond Fund (LAPIX) and Baird Core Plus Bond Fund (BCOIX).
LAPIX is managed by Lord Abbett. It was launched on Dec 8, 2015. BCOIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
LAPIX vs. BCOIX - Performance Comparison
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LAPIX vs. BCOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAPIX Lord Abbett Core Plus Bond Fund | -1.02% | 7.63% | 3.12% | 6.31% | -14.72% | 0.29% | 7.43% | 10.10% | -0.70% | 3.97% |
BCOIX Baird Core Plus Bond Fund | -0.16% | 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, LAPIX achieves a -1.02% return, which is significantly lower than BCOIX's -0.16% return. Over the past 10 years, LAPIX has underperformed BCOIX with an annualized return of 2.05%, while BCOIX has yielded a comparatively higher 2.54% annualized return.
LAPIX
- 1D
- 0.47%
- 1M
- -2.30%
- YTD
- -1.02%
- 6M
- -0.07%
- 1Y
- 3.56%
- 3Y*
- 4.21%
- 5Y*
- 0.51%
- 10Y*
- 2.05%
BCOIX
- 1D
- 0.20%
- 1M
- -1.46%
- YTD
- -0.16%
- 6M
- 0.74%
- 1Y
- 4.27%
- 3Y*
- 4.51%
- 5Y*
- 0.85%
- 10Y*
- 2.54%
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LAPIX vs. BCOIX - Expense Ratio Comparison
LAPIX has a 0.48% expense ratio, which is higher than BCOIX's 0.30% expense ratio.
Return for Risk
LAPIX vs. BCOIX — Risk / Return Rank
LAPIX
BCOIX
LAPIX vs. BCOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Core Plus Bond Fund (LAPIX) 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.
| LAPIX | BCOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.12 | -0.10 |
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 | 1.54 | 1.88 | -0.34 |
Martin ratioReturn relative to average drawdown | 4.93 | 5.68 | -0.75 |
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
| LAPIX | BCOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.12 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.15 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.55 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 1.07 | -0.61 |
Correlation
The correlation between LAPIX 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
LAPIX vs. BCOIX - Dividend Comparison
LAPIX's dividend yield for the trailing twelve months is around 4.81%, more than BCOIX's 4.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAPIX Lord Abbett Core Plus Bond Fund | 4.81% | 5.20% | 5.05% | 4.32% | 2.95% | 2.42% | 4.45% | 4.00% | 4.15% | 2.57% | 0.65% | 0.00% |
BCOIX Baird Core Plus Bond Fund | 4.30% | 4.21% | 4.13% | 3.58% | 3.10% | 2.96% | 3.51% | 2.96% | 3.13% | 2.83% | 3.01% | 2.84% |
Drawdowns
LAPIX vs. BCOIX - Drawdown Comparison
The maximum LAPIX drawdown since its inception was -18.94%, roughly equal to the maximum BCOIX drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for LAPIX and BCOIX.
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Drawdown Indicators
| LAPIX | BCOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.94% | -18.13% | -0.81% |
Max Drawdown (1Y)Largest decline over 1 year | -3.21% | -2.54% | -0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -18.94% | -18.13% | -0.81% |
Max Drawdown (10Y)Largest decline over 10 years | -18.94% | -18.13% | -0.81% |
Current DrawdownCurrent decline from peak | -2.75% | -1.84% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -4.30% | -2.19% | -2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.84% | +0.16% |
Volatility
LAPIX vs. BCOIX - Volatility Comparison
Lord Abbett Core Plus Bond Fund (LAPIX) and Baird Core Plus Bond Fund (BCOIX) have volatilities of 1.58% 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
| LAPIX | BCOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 1.63% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.55% | 2.53% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 4.11% | +0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.47% | 5.62% | -0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.63% | 4.66% | -0.03% |