Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BCOIX (BAIRD CORE PLUS BOND FUND INSTITUTIONAL) | 1.10% | 6.60% | 2.04% | -0.06% | 1.80% | 3.10% | 3.86% | 3.60% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCOIX (BAIRD CORE PLUS BOND FUND INSTITUTIONAL) | 10/24/2000 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 10/24/2000.
AR inception is since 10/24/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 6.60 | 2.04 | -0.06 | 1.80 | 3.10 | 3.86 | 3.60 | 1.10 | 2.56 | 6.88 | -12.88 | -1.61 | 7.79 | 9.86 | -0.51 | 4.65 | 4.16 | 0.31 | 6.61 | -1.32 | 7.96 | 7.88 | 9.28 | 15.38 | -1.79 | 6.36 | 6.59 | 2.23 | 5.94 | 0.00 | 0.29 | -0.29 | 2.46 |
| Sharpe Ratio | NA | 0.05 | -0.36 | -0.49 | 0.03 | NA | NA | 0.50 | 0.11 | -0.79 | 0.38 | -1.97 | -0.48 | 1.48 | 2.66 | -0.69 | 1.47 | 1.31 | 0.08 | 2.62 | -0.40 | 3.35 | 2.19 | 2.45 | 3.33 | -0.46 | 0.98 | 1.20 | 0.02 | 1.14 | -0.11 | -0.14 | -0.44 | 2.46 |
| Standard Deviation(%) | NA | 5.01 | 6.41 | 5.54 | 4.66 | NA | NA | 4.45 | 5.40 | 5.10 | 6.93 | 7.27 | 3.39 | 5.09 | 3.18 | 2.65 | 2.74 | 3.02 | 3.66 | 2.51 | 3.42 | 2.38 | 3.59 | 3.75 | 4.59 | 5.82 | 3.46 | 2.79 | 3.20 | 4.38 | 6.04 | 5.78 | 6.00 | 4.09 |
| Draw Down(%) | NA | 4.34 | 9.32 | 18.87 | 18.87 | NA | NA | 18.87 | 2.54 | 3.58 | 6.32 | 17.01 | 3.36 | 8.44 | 1.88 | 2.75 | 1.38 | 3.82 | 2.61 | 1.16 | 5.30 | 0.91 | 1.90 | 3.09 | 2.32 | 7.78 | 2.01 | 1.43 | 2.61 | 4.59 | 5.36 | 4.64 | 6.18 | 1.04 |
| Yield(%) | 0.00 | 3.31 | 3.23 | 2.71 | 2.79 | 3.38 | 3.99 | 3.69 | 0.00 | 4.10 | 3.67 | 2.63 | 2.27 | 2.70 | 2.92 | 3.03 | 2.88 | 2.50 | 2.93 | 3.10 | 3.13 | 3.69 | 4.78 | 5.89 | 7.12 | 5.75 | 5.56 | 5.35 | 5.26 | 6.47 | 0.00 | 0.00 | 0.00 | 0.21 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCOIX (BAIRD CORE PLUS BOND FUND INSTITUTIONAL) |
-5.34%
Oct 2020 - Oct 2023 |
-0.46%
Oct 2017 - Oct 2022 |
1.18%
Oct 2012 - Oct 2022 |
3.14%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCOIX (BAIRD CORE PLUS BOND FUND INSTITUTIONAL) |
12.05%
Oct 2008 - Oct 2011 |
8.76%
Oct 2008 - Oct 2013 |
6.25%
May 2004 - May 2014 |
5.55%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart