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BCOIX: BAIRD CORE PLUS BOND FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 9.77 0.07(0.71%) April 25
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (87%) |
Start Date: | 10/24/2000 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 3.51% |
Expenses | 0.30% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/27/2000 |
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(%) | -0.5 | -3.1 | -0.4 | -3.0 | 0.6 | 1.9 | 3.9 | 3.9 | 3.5 | 6.9 | -12.9 | -1.0 | 8.8 | 9.9 | -0.5 | 4.6 | 4.2 | 0.3 | 6.6 | -1.3 | 8.0 | 7.9 | 9.3 | 15.4 | -1.8 | 6.4 | 6.6 | 2.2 | 5.9 | 0.0 | 0.3 | -0.3 | 2.5 |
Sharpe Ratio | NA | -2.04 | -0.36 | -0.79 | -0.15 | 0.2 | NA | NA | 0.54 | 0.38 | -1.97 | -0.31 | 1.7 | 2.66 | -0.69 | 1.47 | 1.31 | 0.08 | 2.62 | -0.4 | 3.35 | 2.19 | 2.45 | 3.33 | -0.46 | 0.98 | 1.2 | 0.02 | 1.14 | -0.11 | -0.14 | -0.44 | 2.46 |
Draw Down(%) | NA | 3.2 | 6.3 | 18.1 | 18.1 | 18.1 | NA | NA | 18.1 | 6.3 | 17.0 | 3.4 | 8.4 | 1.9 | 2.8 | 1.4 | 3.8 | 2.6 | 1.2 | 5.3 | 0.9 | 1.9 | 3.1 | 2.3 | 7.8 | 2.0 | 1.4 | 2.6 | 4.6 | 5.4 | 4.6 | 6.2 | 1.0 |
Standard Deviation(%) | NA | 5.7 | 6.5 | 6.3 | 5.6 | 4.5 | NA | NA | 4.4 | 6.9 | 7.3 | 3.4 | 5.0 | 3.2 | 2.7 | 2.7 | 3.0 | 3.7 | 2.5 | 3.4 | 2.4 | 3.6 | 3.7 | 4.6 | 5.8 | 3.5 | 2.8 | 3.2 | 4.4 | 6.0 | 5.8 | 6.0 | 4.1 |
Treynor Ratio | NA | -0.13 | -0.03 | -0.06 | -0.01 | 0.01 | NA | NA | 0.03 | 0.03 | -0.17 | -0.01 | 0.1 | 0.1 | -0.02 | 0.05 | 0.06 | 0.0 | 0.09 | -0.02 | 0.13 | 0.12 | 0.14 | 0.26 | -0.04 | 0.05 | 0.05 | 0.0 | 0.06 | -0.01 | -0.01 | -0.03 | 0.16 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.02 | -0.03 | -0.03 | 0.0 |
Beta | NA | 0.89 | 0.87 | 0.85 | 0.85 | 0.83 | NA | NA | 0.76 | 0.87 | 0.83 | 0.82 | 0.84 | 0.85 | 0.81 | 0.84 | 0.67 | 0.77 | 0.72 | 0.83 | 0.64 | 0.66 | 0.65 | 0.59 | 0.63 | 0.65 | 0.61 | 0.67 | 0.81 | 0.82 | 0.93 | 0.8 | 0.61 |
RSquared | NA | 0.92 | 0.93 | 0.93 | 0.89 | 0.85 | NA | NA | 0.75 | 0.93 | 0.94 | 0.86 | 0.76 | 0.79 | 0.67 | 0.73 | 0.66 | 0.8 | 0.74 | 0.82 | 0.69 | 0.81 | 0.82 | 0.79 | 0.71 | 0.75 | 0.62 | 0.61 | 0.78 | 0.49 | 0.74 | 0.68 | 0.44 |
Yield(%) | N/A | 0.9 | 3.6 | 2.9 | 3.2 | 3.1 | 4.2 | 4.2 | N/A | 3.6 | 2.7 | 2.6 | 3.8 | 3.0 | 3.1 | 3.1 | 2.4 | 2.8 | 3.2 | 3.3 | 3.6 | 4.8 | 5.8 | 7.2 | 5.6 | 5.4 | 5.4 | 5.2 | 6.4 | 0.0 | 0.0 | 0.0 | 0.2 |
Dividend Growth(%) | N/A | -75.0 | 12.1 | -5.6 | 9.9 | -37.5 | N/A | N/A | N/A | 16.1 | -3.1 | -27.3 | 33.3 | -5.7 | 2.9 | 30.8 | -16.1 | -11.4 | -5.4 | -5.1 | -22.0 | -15.3 | -13.2 | 17.2 | 5.5 | 1.9 | 0.0 | -19.4 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2000
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