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

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$10.14 USD

-0.04 (-0.39%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 4.05 35
3 months 1.42 53
6 months 4.05 35
1 Year 6.56 41
3 Year 3.75 57
5 Year 0.24 68
10 Year 2.53 36

* 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) 99.77

Load Adjusted Returns as of Jun 30, 2025

1 Year 6.56
5 Year 0.23
10 Year 2.53
Since Inception 4.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.59 1.42 NA NA
2024 -0.17 0.29 5.21 -2.66
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

Annual Return

20252024202320222021202020192018201720162015
% Total Return 4.052.536.89-12.88-1.018.8510.11-0.514.644.710.14
% Total Return Rel to Index 0.031.271.360.130.521.341.38-0.531.102.05-0.43
% Total Return Rel to Peer 0.26-1.330.49-3.35-1.682.912.130.620.63-0.422.12
% Perf Quintile vs Peer* 0.000.002.004.004.001.002.003.002.002.002.00
% Dividends 0.200.410.360.300.270.310.340.330.310.310.30
% Yield 1.903.964.002.962.262.442.853.012.722.702.73
Capital Gains ($) 0.000.000.000.000.070.120.000.000.000.020.00
Expense Ratio 0.000.300.300.300.300.300.300.300.300.300.30

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