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WIBMX vs. BIMIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WIBMX vs. BIMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wilmington Broad Market Bond Fund (WIBMX) and Baird Intermediate Bond Fund Class Institutional (BIMIX). The values are adjusted to include any dividend payments, if applicable.

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WIBMX vs. BIMIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
WIBMX
Wilmington Broad Market Bond Fund
-0.52%7.13%0.68%5.10%-12.80%-1.86%7.78%8.33%1.65%
BIMIX
Baird Intermediate Bond Fund Class Institutional
-0.34%6.69%3.45%5.78%-8.64%-1.41%7.42%7.05%1.61%

Returns By Period

In the year-to-date period, WIBMX achieves a -0.52% return, which is significantly lower than BIMIX's -0.34% return.


WIBMX

1D
0.11%
1M
-1.68%
YTD
-0.52%
6M
0.22%
1Y
3.27%
3Y*
3.09%
5Y*
-0.06%
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WIBMX vs. BIMIX - Expense Ratio Comparison

WIBMX has a 0.57% expense ratio, which is higher than BIMIX's 0.30% expense ratio.


Return for Risk

WIBMX vs. BIMIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WIBMX
WIBMX Risk / Return Rank: 3131
Overall Rank
WIBMX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
WIBMX Sortino Ratio Rank: 2626
Sortino Ratio Rank
WIBMX Omega Ratio Rank: 1919
Omega Ratio Rank
WIBMX Calmar Ratio Rank: 4747
Calmar Ratio Rank
WIBMX Martin Ratio Rank: 3030
Martin Ratio Rank

BIMIX
BIMIX Risk / Return Rank: 7979
Overall Rank
BIMIX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
BIMIX Sortino Ratio Rank: 8282
Sortino Ratio Rank
BIMIX Omega Ratio Rank: 7272
Omega Ratio Rank
BIMIX Calmar Ratio Rank: 8181
Calmar Ratio Rank
BIMIX Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WIBMX vs. BIMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Wilmington Broad Market Bond Fund (WIBMX) 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.


WIBMXBIMIXDifference

Sharpe ratio

Return per unit of total volatility

0.81

1.48

-0.68

Sortino ratio

Return per unit of downside risk

1.15

2.18

-1.03

Omega ratio

Gain probability vs. loss probability

1.14

1.28

-0.14

Calmar ratio

Return relative to maximum drawdown

1.40

2.04

-0.63

Martin ratio

Return relative to average drawdown

3.89

8.17

-4.28

WIBMX vs. BIMIX - Sharpe Ratio Comparison

The current WIBMX Sharpe Ratio is 0.81, which is lower than the BIMIX Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of WIBMX and BIMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WIBMXBIMIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.81

1.48

-0.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

0.34

-0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

1.17

-0.82

Correlation

The correlation between WIBMX and BIMIX is 0.89, 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

WIBMX vs. BIMIX - Dividend Comparison

WIBMX's dividend yield for the trailing twelve months is around 3.46%, less than BIMIX's 3.67% yield.


TTM20252024202320222021202020192018201720162015
WIBMX
Wilmington Broad Market Bond Fund
3.46%3.98%2.89%2.39%1.87%1.75%2.33%2.55%0.88%0.00%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

WIBMX vs. BIMIX - Drawdown Comparison

The maximum WIBMX drawdown since its inception was -18.13%, which is greater than BIMIX's maximum drawdown of -12.76%. Use the drawdown chart below to compare losses from any high point for WIBMX and BIMIX.


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Drawdown Indicators


WIBMXBIMIXDifference

Max Drawdown

Largest peak-to-trough decline

-18.13%

-12.76%

-5.37%

Max Drawdown (1Y)

Largest decline over 1 year

-2.90%

-2.07%

-0.83%

Max Drawdown (5Y)

Largest decline over 5 years

-17.64%

-12.76%

-4.88%

Max Drawdown (10Y)

Largest decline over 10 years

-12.76%

Current Drawdown

Current decline from peak

-3.59%

-1.60%

-1.99%

Average Drawdown

Average peak-to-trough decline

-5.91%

-1.49%

-4.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.05%

0.52%

+0.53%

Volatility

WIBMX vs. BIMIX - Volatility Comparison

Wilmington Broad Market Bond Fund (WIBMX) has a higher volatility of 1.61% compared to Baird Intermediate Bond Fund Class Institutional (BIMIX) at 1.05%. This indicates that WIBMX'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


WIBMXBIMIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.61%

1.05%

+0.56%

Volatility (6M)

Calculated over the trailing 6-month period

2.65%

1.65%

+1.00%

Volatility (1Y)

Calculated over the trailing 1-year period

4.39%

2.79%

+1.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.63%

3.87%

+1.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.13%

3.25%

+1.88%