PRRIX vs. BCOSX
Compare and contrast key facts about PIMCO Real Return Fund (PRRIX) and Baird Core Plus Bond Fund (BCOSX).
PRRIX is managed by PIMCO. It was launched on Jan 28, 1997. BCOSX is managed by Baird. It was launched on Sep 29, 2000.
Performance
PRRIX vs. BCOSX - Performance Comparison
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PRRIX vs. BCOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRRIX PIMCO Real Return Fund | -0.43% | 8.19% | 2.60% | 3.29% | -13.27% | 5.70% | 12.11% | 8.53% | -1.96% | 4.22% |
BCOSX Baird Core Plus Bond Fund | -0.40% | 7.22% | 2.26% | 6.60% | -13.09% | -1.23% | 8.59% | 9.69% | -0.74% | 4.47% |
Returns By Period
In the year-to-date period, PRRIX achieves a -0.43% return, which is significantly lower than BCOSX's -0.40% return. Over the past 10 years, PRRIX has outperformed BCOSX with an annualized return of 2.72%, while BCOSX has yielded a comparatively lower 2.23% annualized return.
PRRIX
- 1D
- 0.68%
- 1M
- -2.00%
- YTD
- -0.43%
- 6M
- -0.17%
- 1Y
- 2.87%
- 3Y*
- 3.49%
- 5Y*
- 1.19%
- 10Y*
- 2.72%
BCOSX
- 1D
- 0.47%
- 1M
- -2.04%
- YTD
- -0.40%
- 6M
- 0.67%
- 1Y
- 4.08%
- 3Y*
- 4.18%
- 5Y*
- 0.63%
- 10Y*
- 2.23%
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PRRIX vs. BCOSX - Expense Ratio Comparison
PRRIX has a 0.45% expense ratio, which is lower than BCOSX's 0.55% expense ratio.
Return for Risk
PRRIX vs. BCOSX — Risk / Return Rank
PRRIX
BCOSX
PRRIX vs. BCOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Real Return Fund (PRRIX) and Baird Core Plus Bond Fund (BCOSX). 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.
| PRRIX | BCOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.05 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.50 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.87 | -0.64 |
Martin ratioReturn relative to average drawdown | 4.20 | 5.79 | -1.59 |
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
| PRRIX | BCOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.05 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.11 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.48 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 1.02 | -0.17 |
Correlation
The correlation between PRRIX and BCOSX is 0.73, 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
PRRIX vs. BCOSX - Dividend Comparison
PRRIX's dividend yield for the trailing twelve months is around 3.32%, less than BCOSX's 3.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRRIX PIMCO Real Return Fund | 3.32% | 3.92% | 3.17% | 2.83% | 7.38% | 5.12% | 2.62% | 1.91% | 2.70% | 2.57% | 1.10% | 0.99% |
BCOSX Baird Core Plus Bond Fund | 3.84% | 3.75% | 3.68% | 3.17% | 2.69% | 2.57% | 3.11% | 2.60% | 2.75% | 2.47% | 2.27% | 2.49% |
Drawdowns
PRRIX vs. BCOSX - Drawdown Comparison
The maximum PRRIX drawdown since its inception was -19.25%, roughly equal to the maximum BCOSX drawdown of -18.39%. Use the drawdown chart below to compare losses from any high point for PRRIX and BCOSX.
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Drawdown Indicators
| PRRIX | BCOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.25% | -18.39% | -0.86% |
Max Drawdown (1Y)Largest decline over 1 year | -3.75% | -2.60% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -15.76% | -18.39% | +2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -15.76% | -18.39% | +2.63% |
Current DrawdownCurrent decline from peak | -2.00% | -2.04% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -3.19% | -2.31% | -0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 0.84% | +0.26% |
Volatility
PRRIX vs. BCOSX - Volatility Comparison
PIMCO Real Return Fund (PRRIX) has a higher volatility of 1.62% compared to Baird Core Plus Bond Fund (BCOSX) at 1.52%. This indicates that PRRIX's price experiences larger fluctuations and is considered to be riskier than BCOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRRIX | BCOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.62% | 1.52% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.59% | 2.41% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.76% | 4.10% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.25% | 5.60% | +0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.63% | 4.64% | +0.99% |