Back to top
more

Baird Core Plus Bond Fund Institutional Class: (MF: BCOIX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$10.46 USD

-0.03 (-0.29%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 3.89 52
3 months 4.75 29
6 months 5.16 26
1 Year 8.58 33
3 Year -1.41 62
5 Year 0.85 60
10 Year 2.36 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 32.94
Bear Market (10/07 - 2/09) -1.02
Bull Market (2/09 - 3/21) 94.53

Load Adjusted Returns as of Aug 31, 2024

1 Year 4.32
5 Year 0.66
10 Year 2.07
Since Inception 4.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 -0.17 0.29 NA NA
2023 3.03 -0.43 -2.72 7.12
2022 -6.14 -5.22 -4.45 2.49
2021 -3.09 2.13 0.13 -0.12
2020 0.04 5.75 1.37 1.49
2019 3.69 3.23 2.32 0.53

Annual Return

20242023202220212020201920182017201620152014
% Total Return 3.896.89-12.88-1.018.8510.11-0.514.644.710.146.58
% Total Return Rel to Index 0.811.360.130.521.341.38-0.531.102.05-0.430.64
% Total Return Rel to Peer -0.250.49-3.35-1.682.912.130.620.63-0.422.123.98
% Perf Quintile vs Peer* 0.002.004.004.001.002.003.002.002.002.001.00
% Dividends 0.250.360.300.270.310.340.330.310.310.300.33
% Yield 2.393.702.962.262.442.853.012.722.702.732.87
Capital Gains ($) 0.000.000.000.070.120.000.000.000.020.000.00
Expense Ratio 0.000.300.300.300.300.300.300.300.300.300.30

* 1 = Top 20%, 5 = Bottom 20%