MXBIX vs. BIMIX
Compare and contrast key facts about Great-West Bond Index Fund (MXBIX) and Baird Intermediate Bond Fund Class Institutional (BIMIX).
MXBIX is managed by Great-West. It was launched on Dec 1, 1992. BIMIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
MXBIX vs. BIMIX - Performance Comparison
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MXBIX vs. BIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBIX Great-West Bond Index Fund | -0.08% | 6.62% | 0.82% | 5.02% | -13.69% | -2.33% | 7.10% | 8.09% | -0.26% | 2.56% |
BIMIX Baird Intermediate Bond Fund Class Institutional | -0.34% | 6.69% | 3.45% | 5.78% | -8.64% | -1.41% | 7.42% | 7.05% | 0.58% | 2.74% |
Returns By Period
In the year-to-date period, MXBIX achieves a -0.08% return, which is significantly higher than BIMIX's -0.34% return. Over the past 10 years, MXBIX has underperformed BIMIX with an annualized return of 1.02%, while BIMIX has yielded a comparatively higher 2.23% annualized return.
MXBIX
- 1D
- 0.15%
- 1M
- -1.44%
- YTD
- -0.08%
- 6M
- 0.53%
- 1Y
- 3.49%
- 3Y*
- 3.11%
- 5Y*
- -0.30%
- 10Y*
- 1.02%
BIMIX
- 1D
- 0.19%
- 1M
- -1.23%
- YTD
- -0.34%
- 6M
- 0.62%
- 1Y
- 4.02%
- 3Y*
- 4.36%
- 5Y*
- 1.30%
- 10Y*
- 2.23%
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MXBIX vs. BIMIX - Expense Ratio Comparison
MXBIX has a 0.50% expense ratio, which is higher than BIMIX's 0.30% expense ratio.
Return for Risk
MXBIX vs. BIMIX — Risk / Return Rank
MXBIX
BIMIX
MXBIX vs. BIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Bond Index Fund (MXBIX) and Baird Intermediate Bond Fund Class Institutional (BIMIX). 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.
| MXBIX | BIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.48 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.34 | 2.18 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.28 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.04 | -0.48 |
Martin ratioReturn relative to average drawdown | 4.48 | 8.17 | -3.69 |
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
| MXBIX | BIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.48 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.34 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.69 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 1.17 | -1.08 |
Correlation
The correlation between MXBIX and BIMIX is 0.84, 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
MXBIX vs. BIMIX - Dividend Comparison
MXBIX's dividend yield for the trailing twelve months is around 2.78%, less than BIMIX's 3.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXBIX Great-West Bond Index Fund | 2.78% | 2.78% | 2.42% | 1.98% | 1.32% | 1.51% | 2.83% | 1.06% | 1.33% | 0.70% | 0.00% | 0.00% |
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.67% | 3.67% | 3.89% | 3.21% | 2.17% | 2.27% | 3.49% | 2.52% | 2.50% | 2.35% | 2.21% | 2.57% |
Drawdowns
MXBIX vs. BIMIX - Drawdown Comparison
The maximum MXBIX drawdown since its inception was -19.74%, which is greater than BIMIX's maximum drawdown of -12.76%. Use the drawdown chart below to compare losses from any high point for MXBIX and BIMIX.
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Drawdown Indicators
| MXBIX | BIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.74% | -12.76% | -6.98% |
Max Drawdown (1Y)Largest decline over 1 year | -2.77% | -2.07% | -0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -18.70% | -12.76% | -5.94% |
Max Drawdown (10Y)Largest decline over 10 years | -19.74% | -12.76% | -6.98% |
Current DrawdownCurrent decline from peak | -5.63% | -1.60% | -4.03% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -1.49% | -4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.52% | +0.44% |
Volatility
MXBIX vs. BIMIX - Volatility Comparison
Great-West Bond Index Fund (MXBIX) has a higher volatility of 1.54% compared to Baird Intermediate Bond Fund Class Institutional (BIMIX) at 1.05%. This indicates that MXBIX's price experiences larger fluctuations and is considered to be riskier than BIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXBIX | BIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.54% | 1.05% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 2.50% | 1.65% | +0.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.43% | 2.79% | +1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.02% | 3.87% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.92% | 3.25% | +1.67% |