SSFDX vs. BIMSX
Compare and contrast key facts about State Street Aggregate Bond Index Fund (SSFDX) and Baird Intermediate Bond Fund (BIMSX).
SSFDX is managed by State Street. It was launched on Sep 19, 2014. BIMSX is managed by Baird. It was launched on Sep 29, 2000.
Performance
SSFDX vs. BIMSX - Performance Comparison
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SSFDX vs. BIMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSFDX State Street Aggregate Bond Index Fund | -0.18% | 6.80% | 1.36% | 5.39% | -13.36% | -1.98% | -89.24% | 8.98% | -0.20% | 3.29% |
BIMSX Baird Intermediate Bond Fund | -0.32% | 6.76% | 3.21% | 5.53% | -8.88% | -1.68% | 7.16% | 6.83% | 0.30% | 2.53% |
Returns By Period
In the year-to-date period, SSFDX achieves a -0.18% return, which is significantly higher than BIMSX's -0.32% return. Over the past 10 years, SSFDX has underperformed BIMSX with an annualized return of -19.37%, while BIMSX has yielded a comparatively higher 2.02% annualized return.
SSFDX
- 1D
- 0.52%
- 1M
- -1.98%
- YTD
- -0.18%
- 6M
- 0.81%
- 1Y
- 4.11%
- 3Y*
- 3.37%
- 5Y*
- 0.06%
- 10Y*
- -19.37%
BIMSX
- 1D
- 0.27%
- 1M
- -1.48%
- YTD
- -0.32%
- 6M
- 0.79%
- 1Y
- 3.98%
- 3Y*
- 4.25%
- 5Y*
- 1.16%
- 10Y*
- 2.02%
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SSFDX vs. BIMSX - Expense Ratio Comparison
SSFDX has a 0.23% expense ratio, which is lower than BIMSX's 0.55% expense ratio.
Return for Risk
SSFDX vs. BIMSX — Risk / Return Rank
SSFDX
BIMSX
SSFDX vs. BIMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Aggregate Bond Index Fund (SSFDX) and Baird Intermediate Bond Fund (BIMSX). 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.
| SSFDX | BIMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.50 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.48 | 2.23 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 2.43 | -0.48 |
Martin ratioReturn relative to average drawdown | 5.41 | 9.20 | -3.79 |
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
| SSFDX | BIMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.50 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.30 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.61 | 0.63 | -1.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.56 | 1.09 | -1.65 |
Correlation
The correlation between SSFDX and BIMSX is 0.91, 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
SSFDX vs. BIMSX - Dividend Comparison
SSFDX's dividend yield for the trailing twelve months is around 4.03%, more than BIMSX's 3.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSFDX State Street Aggregate Bond Index Fund | 4.03% | 3.64% | 3.59% | 2.95% | 2.27% | 3.12% | 8.84% | 3.15% | 2.79% | 2.43% | 2.19% | 4.63% |
BIMSX Baird Intermediate Bond Fund | 3.56% | 3.50% | 3.44% | 2.81% | 1.81% | 1.90% | 3.08% | 2.16% | 2.14% | 1.98% | 1.89% | 2.21% |
Drawdowns
SSFDX vs. BIMSX - Drawdown Comparison
The maximum SSFDX drawdown since its inception was -92.69%, which is greater than BIMSX's maximum drawdown of -13.07%. Use the drawdown chart below to compare losses from any high point for SSFDX and BIMSX.
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Drawdown Indicators
| SSFDX | BIMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.69% | -13.07% | -79.62% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | -1.87% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -18.19% | -13.00% | -5.19% |
Max Drawdown (10Y)Largest decline over 10 years | -92.69% | -13.07% | -79.62% |
Current DrawdownCurrent decline from peak | -90.19% | -1.48% | -88.71% |
Average DrawdownAverage peak-to-trough decline | -47.39% | -1.59% | -45.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.49% | +0.42% |
Volatility
SSFDX vs. BIMSX - Volatility Comparison
State Street Aggregate Bond Index Fund (SSFDX) has a higher volatility of 1.60% compared to Baird Intermediate Bond Fund (BIMSX) at 1.05%. This indicates that SSFDX's price experiences larger fluctuations and is considered to be riskier than BIMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSFDX | BIMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.60% | 1.05% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 2.50% | 1.67% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.20% | 2.80% | +1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 3.86% | +2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.81% | 3.24% | +28.57% |