LSIGX vs. BCOIX
Compare and contrast key facts about Loomis Sayles Investment Grade Fixed Income Fund (LSIGX) and Baird Core Plus Bond Fund (BCOIX).
LSIGX is managed by Loomis Sayles Funds. It was launched on Jul 1, 1994. BCOIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
LSIGX vs. BCOIX - Performance Comparison
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LSIGX vs. BCOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSIGX Loomis Sayles Investment Grade Fixed Income Fund | -1.06% | 7.15% | 3.14% | 8.01% | -11.98% | 0.80% | 7.18% | 9.36% | -2.08% | 8.42% |
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, LSIGX achieves a -1.06% return, which is significantly lower than BCOIX's -0.36% return. Over the past 10 years, LSIGX has outperformed BCOIX with an annualized return of 2.93%, while BCOIX has yielded a comparatively lower 2.52% annualized return.
LSIGX
- 1D
- 0.49%
- 1M
- -2.75%
- YTD
- -1.06%
- 6M
- -0.10%
- 1Y
- 3.42%
- 3Y*
- 4.47%
- 5Y*
- 1.44%
- 10Y*
- 2.93%
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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LSIGX vs. BCOIX - Expense Ratio Comparison
LSIGX has a 0.52% expense ratio, which is higher than BCOIX's 0.30% expense ratio.
Return for Risk
LSIGX vs. BCOIX — Risk / Return Rank
LSIGX
BCOIX
LSIGX vs. BCOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Investment Grade Fixed Income Fund (LSIGX) 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.
| LSIGX | BCOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.12 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.60 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.01 | -0.33 |
Martin ratioReturn relative to average drawdown | 5.89 | 6.11 | -0.22 |
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
| LSIGX | BCOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.12 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.16 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.54 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.15 | 1.07 | +0.08 |
Correlation
The correlation between LSIGX and BCOIX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LSIGX vs. BCOIX - Dividend Comparison
LSIGX's dividend yield for the trailing twelve months is around 4.61%, more than BCOIX's 4.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIGX Loomis Sayles Investment Grade Fixed Income Fund | 4.61% | 4.76% | 4.69% | 4.06% | 4.14% | 5.95% | 6.24% | 2.59% | 3.42% | 4.27% | 4.32% | 3.81% |
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
LSIGX vs. BCOIX - Drawdown Comparison
The maximum LSIGX drawdown since its inception was -20.94%, which is greater than BCOIX's maximum drawdown of -18.13%. Use the drawdown chart below to compare losses from any high point for LSIGX and BCOIX.
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Drawdown Indicators
| LSIGX | BCOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.94% | -18.13% | -2.81% |
Max Drawdown (1Y)Largest decline over 1 year | -3.35% | -2.54% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -15.98% | -18.13% | +2.15% |
Max Drawdown (10Y)Largest decline over 10 years | -15.98% | -18.13% | +2.15% |
Current DrawdownCurrent decline from peak | -2.75% | -2.04% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -2.40% | -2.19% | -0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 0.83% | +0.12% |
Volatility
LSIGX vs. BCOIX - Volatility Comparison
The current volatility for Loomis Sayles Investment Grade Fixed Income Fund (LSIGX) is 1.47%, while Baird Core Plus Bond Fund (BCOIX) has a volatility of 1.63%. This indicates that LSIGX 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
| LSIGX | BCOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.47% | 1.63% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 2.53% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.66% | 4.11% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.22% | 5.62% | -0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.67% | 4.66% | +0.01% |