TSBIX vs. BAGSX
Compare and contrast key facts about TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) and Baird Aggregate Bond Fund (BAGSX).
TSBIX is managed by TIAA Investments. BAGSX is managed by Baird. It was launched on Sep 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TSBIX or BAGSX.
Correlation
The correlation between TSBIX and BAGSX is 0.92, 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.
Performance
TSBIX vs. BAGSX - Performance Comparison
Key characteristics
TSBIX:
0.75
BAGSX:
0.57
TSBIX:
1.10
BAGSX:
0.84
TSBIX:
1.13
BAGSX:
1.10
TSBIX:
0.30
BAGSX:
0.23
TSBIX:
1.97
BAGSX:
1.46
TSBIX:
2.07%
BAGSX:
2.16%
TSBIX:
5.45%
BAGSX:
5.50%
TSBIX:
-20.07%
BAGSX:
-19.80%
TSBIX:
-8.67%
BAGSX:
-8.92%
Returns By Period
In the year-to-date period, TSBIX achieves a 0.34% return, which is significantly lower than BAGSX's 0.40% return. Over the past 10 years, TSBIX has underperformed BAGSX with an annualized return of 1.09%, while BAGSX has yielded a comparatively higher 1.20% annualized return.
TSBIX
0.34%
0.94%
1.15%
3.61%
-0.81%
1.09%
BAGSX
0.40%
0.70%
0.66%
2.82%
-0.65%
1.20%
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TSBIX vs. BAGSX - Expense Ratio Comparison
TSBIX has a 0.35% expense ratio, which is lower than BAGSX's 0.55% expense ratio.
Risk-Adjusted Performance
TSBIX vs. BAGSX — Risk-Adjusted Performance Rank
TSBIX
BAGSX
TSBIX vs. BAGSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) and Baird Aggregate Bond Fund (BAGSX). 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.
Dividends
TSBIX vs. BAGSX - Dividend Comparison
TSBIX's dividend yield for the trailing twelve months is around 4.35%, more than BAGSX's 3.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSBIX TIAA-CREF Core Impact Bond Fund Institutional Class | 4.35% | 4.36% | 3.77% | 3.11% | 1.68% | 2.14% | 2.80% | 2.88% | 2.45% | 2.55% | 2.39% | 1.99% |
BAGSX Baird Aggregate Bond Fund | 3.39% | 3.63% | 3.10% | 2.33% | 1.58% | 1.94% | 2.41% | 2.53% | 2.21% | 2.14% | 2.31% | 2.53% |
Drawdowns
TSBIX vs. BAGSX - Drawdown Comparison
The maximum TSBIX drawdown since its inception was -20.07%, roughly equal to the maximum BAGSX drawdown of -19.80%. Use the drawdown chart below to compare losses from any high point for TSBIX and BAGSX. For additional features, visit the drawdowns tool.
Volatility
TSBIX vs. BAGSX - Volatility Comparison
The current volatility for TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) is 1.42%, while Baird Aggregate Bond Fund (BAGSX) has a volatility of 1.51%. This indicates that TSBIX experiences smaller price fluctuations and is considered to be less risky than BAGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.