Nasdaq - Delayed Quote USD

Baird Core Plus Bond Inv (BCOSX)

10.35 +0.02 (+0.19%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.21%
5y Average Return 0.61%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Apr 23, 2024) 15.06%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 15.06%
Worst 3Y Total Return -2.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BCOSX
Category
YTD
-0.22%
-0.61%
1-Month
1.07%
0.77%
3-Month
-0.22%
1.99%
1-Year
3.33%
3.06%
3-Year
-1.94%
5.69%
5-Year
1.00%
3.75%
10-Year
2.03%
3.84%
Last Bull Market
1.38%
4.61%
Last Bear Market
-5.32%
1.87%

Annual Total Return (%) History

Year
BCOSX
Category
2024
--
--
2023
6.60%
--
2022
-13.09%
--
2021
-1.23%
--
2020
8.58%
8.06%
2019
9.69%
8.94%
2018
-0.74%
-0.61%
2017
4.47%
4.27%

2016
4.47%
3.86%
2015
-0.11%
-0.45%
2014
6.27%
5.42%
2013
-1.61%
-0.90%
2012
7.80%
7.76%
2011
7.57%
6.27%
2010
9.53%
8.51%
2009
15.06%
15.12%
2008
-2.07%
-3.86%
2007
5.79%
5.62%
2006
6.34%
4.48%
2005
1.93%
2.09%
2004
6.10%
4.59%
2003
8.61%
6.32%
2002
6.56%
8.44%
2001
6.71%
7.84%
2000
--
10.08%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.22% -- -- --
2023 2.94% -0.48% -2.76% 7.01%
2022 -6.25% -5.32% -4.41% 2.43%
2021 -3.18% 2.06% 0.14% -0.18%
2020 -0.02% 5.70% 1.33% 1.39%
2019 3.49% 3.21% 2.25% 0.44%
2018 -1.58% -0.31% 0.26% 0.90%
2017 1.17% 1.74% 1.02% 0.47%
2016 3.07% 2.87% 1.00% -2.44%
2015 1.77% -1.57% 0.58% -0.86%

2014 2.27% 2.28% 0.14% 1.45%
2013 0.17% -2.87% 0.87% 0.27%
2012 1.71% 2.04% 2.95% 0.88%
2011 1.49% 2.00% 2.46% 1.41%
2010 3.14% 3.07% 4.03% -0.95%
2009 0.13% 5.64% 6.98% 1.69%
2008 0.67% -0.50% -2.55% 0.32%
2007 1.68% -0.38% 2.18% 2.21%
2006 0.00% 0.23% 3.81% 2.20%
2005 -0.25% 2.87% -1.34% 0.69%
2004 3.01% -2.46% 3.17% 2.36%
2003 1.85% 4.42% 0.51% 1.60%
2002 -1.11% 2.58% 3.73% 1.27%
2001 3.18% 0.22% 4.44% -1.19%
2000 5.74% -- -- --

Rank in Category (By Total Return)

YTD 46
1-Month 23
3-Month 46
1-Year 36
3-Year 32
5-Year 38

Load Adjusted Returns

1-Year 3.33%
3-Year -1.94%
5-Year 1.00%
10-Year 2.03%

Performance & Risk

YTD Return -2.21%
5y Average Return 0.61%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Baird
Net Assets 28.95B
YTD Return -0.22%
Yield 3.32%
Morningstar Rating
Inception Date Sep 29, 2000

Fund Summary

The fund normally invests at least 80% of its net assets in the following types of U.S. dollar-denominated debt obligations: U.S. government and other public-sector entities; asset-backed and mortgage-backed obligations of U.S. and foreign issuers; corporate debt of U.S. and foreign issuers. It invests primarily in investment-grade debt obligations, but may invest up to 20% of its net assets in non-investment grade debt obligations (sometimes referred to as "high yield" or "junk" bonds).

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