Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BCOSX (BAIRD CORE PLUS BOND FUND INVESTOR) | 3.93% | 6.87% | 3.32% | -0.03% | 2.30% | 3.04% | 3.79% | 4.28% |
Data as of 07/01/2025, AR inception is 01/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCOSX (BAIRD CORE PLUS BOND FUND INVESTOR) | 01/26/2001 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 6.87 | 3.32 | -0.03 | 2.30 | 3.04 | 3.79 | 4.28 | 3.93 | 2.25 | 6.59 | -13.09 | -1.22 | 8.59 | 9.69 | -0.74 | 4.47 | 4.47 | -0.11 | 6.28 | -1.61 | 7.80 | 7.57 | 9.54 | 15.06 | -2.07 | 5.80 | 6.34 | 1.93 | 6.10 | 8.61 | 6.57 | 3.59 |
| Sharpe Ratio | NA | 0.68 | -0.02 | -0.39 | 0.18 | NA | NA | 0.70 | 0.87 | -0.27 | 0.43 | -2.00 | -0.37 | 1.67 | 2.65 | -0.81 | 1.46 | 1.45 | -0.04 | 2.45 | -0.49 | 3.39 | 2.07 | 2.50 | 3.25 | -0.51 | 0.78 | 1.05 | -0.11 | 1.25 | 1.72 | 0.99 | 0.28 |
| Standard Deviation(%) | NA | 4.86 | 6.21 | 5.54 | 4.62 | NA | NA | 4.31 | 5.04 | 5.13 | 6.88 | 7.27 | 3.34 | 4.98 | 3.11 | 2.65 | 2.63 | 2.93 | 3.61 | 2.56 | 3.34 | 2.30 | 3.64 | 3.78 | 4.61 | 5.89 | 3.40 | 2.79 | 3.01 | 4.08 | 4.59 | 5.50 | 5.62 |
| Draw Down(%) | NA | 4.32 | 9.41 | 18.39 | 18.39 | NA | NA | 18.39 | 2.60 | 3.59 | 6.57 | 17.23 | 3.41 | 8.41 | 1.89 | 2.90 | 1.35 | 3.74 | 2.67 | 1.21 | 5.37 | 0.97 | 1.85 | 3.19 | 2.41 | 8.05 | 2.08 | 1.51 | 2.59 | 4.71 | 4.40 | 4.23 | 5.04 |
| Yield(%) | 0.31 | 3.80 | 3.30 | 2.79 | 2.86 | 3.19 | 3.77 | 4.25 | 1.80 | 3.63 | 3.25 | 2.30 | 2.48 | 3.27 | 2.77 | 2.66 | 2.51 | 2.69 | 2.42 | 2.72 | 2.78 | 3.32 | 4.39 | 5.93 | 6.68 | 5.37 | 4.86 | 4.96 | 4.91 | 6.43 | 8.35 | 4.85 | 3.39 |
Data as of 07/01/2025, AR inception is 01/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCOSX (BAIRD CORE PLUS BOND FUND INVESTOR) |
-5.08%
Oct 2020 - Oct 2023 |
-0.36%
Oct 2017 - Oct 2022 |
1.14%
Oct 2012 - Oct 2022 |
3.03%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCOSX (BAIRD CORE PLUS BOND FUND INVESTOR) |
11.97%
Oct 2008 - Oct 2011 |
8.61%
Oct 2008 - Oct 2013 |
6.96%
Jul 2002 - Jul 2012 |
5.72%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart