Baird Core Plus Bond Fund (BCOIX.O)

At A Glance

You hold BCOIX.O in 0 portfolios

Net Asset Value

11.47USD

 0.03 +0.26%

01/21/2022

Category
YTD Return (Cumulative)
 -1.71%
Classification
Core Plus Bond
5 Year Return (Annualized)
 4.30%
Lipper Index
Lipper Core Pl Bd Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

BCOIX.O — More Risk, More Return

Roll over fund for details

BCOIX.O outperforms 0 funds in its category for 3 Year Return, which is lower than the category median.

BCOIX.O has a lower risk than 0 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare BCOIX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales FeeNone
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.30%
 
 
Max 12b-1 Fee RatioNone
 
Early Redemption FeeNone
 
Expense Ratio0.3
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$180 in fees
$20,419 before
 
$20,239 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Jan 24, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
BCOIX.O4.1931.3120.041.070.78
Lipper Core Pl Bd Fd IX
Lipper Classification Index
4.081.3050.0071.0120.974
BBG US Agg TRIX
Broad-Based Index
3.4791.3530.0371.0670.777

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YTD Return
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3Yr Return
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5Yr Return
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TIREX's YTD, 3 year, and 5 year Returns outperformed BCOIX.O

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YTD Return
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5Yr Return
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TCREX's YTD, 3 year, and 5 year Returns outperformed BCOIX.O

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YTD Return
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EWRE's YTD, 3 year, and 5 year Returns outperformed BCOIX.O

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