MFEKX vs. BAGIX
Compare and contrast key facts about MFS Growth R6 (MFEKX) and Baird Aggregate Bond Fund Class I (BAGIX).
MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012. BAGIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
MFEKX vs. BAGIX - Performance Comparison
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MFEKX vs. BAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFEKX MFS Growth R6 | -13.60% | 12.44% | 49.62% | 36.27% | -31.07% | 23.71% | 31.77% | 37.82% | 2.40% | 30.97% |
BAGIX Baird Aggregate Bond Fund Class I | -0.26% | 7.37% | 1.85% | 6.42% | -13.35% | -1.46% | 8.63% | 9.48% | -0.31% | 4.20% |
Returns By Period
In the year-to-date period, MFEKX achieves a -13.60% return, which is significantly lower than BAGIX's -0.26% return. Over the past 10 years, MFEKX has outperformed BAGIX with an annualized return of 15.54%, while BAGIX has yielded a comparatively lower 2.05% annualized return.
MFEKX
- 1D
- -0.58%
- 1M
- -9.05%
- YTD
- -13.60%
- 6M
- -14.18%
- 1Y
- 6.63%
- 3Y*
- 21.39%
- 5Y*
- 10.96%
- 10Y*
- 15.54%
BAGIX
- 1D
- 0.51%
- 1M
- -2.03%
- YTD
- -0.26%
- 6M
- 0.75%
- 1Y
- 4.14%
- 3Y*
- 4.05%
- 5Y*
- 0.51%
- 10Y*
- 2.05%
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MFEKX vs. BAGIX - Expense Ratio Comparison
MFEKX has a 0.51% expense ratio, which is higher than BAGIX's 0.30% expense ratio.
Return for Risk
MFEKX vs. BAGIX — Risk / Return Rank
MFEKX
BAGIX
MFEKX vs. BAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth R6 (MFEKX) and Baird Aggregate Bond Fund Class I (BAGIX). 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.
| MFEKX | BAGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 1.02 | -0.71 |
Sortino ratioReturn per unit of downside risk | 0.59 | 1.47 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.18 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.90 | -1.68 |
Martin ratioReturn relative to average drawdown | 0.76 | 5.60 | -4.84 |
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
| MFEKX | BAGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 1.02 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.09 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.42 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.97 | -0.18 |
Correlation
The correlation between MFEKX and BAGIX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
MFEKX vs. BAGIX - Dividend Comparison
MFEKX's dividend yield for the trailing twelve months is around 17.15%, more than BAGIX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEKX MFS Growth R6 | 17.15% | 14.82% | 25.31% | 4.82% | 1.04% | 2.74% | 3.55% | 1.57% | 3.88% | 2.49% | 1.70% | 3.64% |
BAGIX Baird Aggregate Bond Fund Class I | 4.19% | 4.12% | 4.03% | 3.47% | 2.70% | 2.00% | 3.39% | 2.75% | 2.87% | 2.54% | 2.25% | 2.46% |
Drawdowns
MFEKX vs. BAGIX - Drawdown Comparison
The maximum MFEKX drawdown since its inception was -36.06%, which is greater than BAGIX's maximum drawdown of -18.62%. Use the drawdown chart below to compare losses from any high point for MFEKX and BAGIX.
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Drawdown Indicators
| MFEKX | BAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.06% | -18.62% | -17.44% |
Max Drawdown (1Y)Largest decline over 1 year | -17.27% | -2.63% | -14.64% |
Max Drawdown (5Y)Largest decline over 5 years | -36.06% | -18.60% | -17.46% |
Max Drawdown (10Y)Largest decline over 10 years | -36.06% | -18.62% | -17.44% |
Current DrawdownCurrent decline from peak | -17.27% | -2.03% | -15.24% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -2.36% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 0.89% | +4.16% |
Volatility
MFEKX vs. BAGIX - Volatility Comparison
MFS Growth R6 (MFEKX) has a higher volatility of 5.57% compared to Baird Aggregate Bond Fund Class I (BAGIX) at 1.50%. This indicates that MFEKX's price experiences larger fluctuations and is considered to be riskier than BAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFEKX | BAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 1.50% | +4.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 2.49% | +9.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.56% | 4.28% | +17.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 5.90% | +15.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.12% | 4.88% | +16.24% |