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Baird Core Plus Bond Fund Institutional Class: (MF: BCOIX)
(NASDAQ Mutual Funds) As of Nov 14, 2025 05:04 PM ET
$10.32 USD
-0.02 (-0.19%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Oct 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.96 | 30 |
| 3 months | 2.91 | 30 |
| 6 months | 3.90 | 42 |
| 1 Year | 6.52 | 38 |
| 3 Year | 6.72 | 36 |
| 5 Year | 0.56 | 67 |
| 10 Year | 2.71 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 32.94 |
| Bear Market (10/07 - 2/09) | -1.02 |
| Bull Market (2/09 - 3/21) | 105.35 |
Load Adjusted Returns as of Oct 31, 2025
| 1 Year | 3.45 |
| 5 Year | 0.38 |
| 10 Year | 2.67 |
| Since Inception | 4.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.59 | 1.42 | 2.15 | NA |
| 2024 | -0.17 | 0.29 | 5.21 | -2.66 |
| 2023 | 3.03 | -0.43 | -2.72 | 7.12 |
| 2022 | -6.14 | -5.22 | -4.45 | 2.49 |
| 2021 | -3.09 | 2.13 | 0.13 | -0.12 |
| 2020 | 0.04 | 5.75 | 1.37 | 1.49 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.96 | 2.53 | 6.89 | -12.88 | -1.01 | 8.85 | 10.11 | -0.51 | 4.64 | 4.71 | 0.14 |
| % Total Return Rel to Index | 0.08 | 1.27 | 1.36 | 0.13 | 0.52 | 1.34 | 1.38 | -0.53 | 1.10 | 2.05 | -0.43 |
| % Total Return Rel to Peer | 0.57 | -1.33 | 0.49 | -3.35 | -1.68 | 2.91 | 2.13 | 0.62 | 0.63 | -0.42 | 2.12 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 4.00 | 1.00 | 2.00 | 3.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.34 | 0.41 | 0.36 | 0.30 | 0.27 | 0.31 | 0.34 | 0.33 | 0.31 | 0.31 | 0.30 |
| % Yield | 3.14 | 3.88 | 4.01 | 2.90 | 2.21 | 2.39 | 2.79 | 2.94 | 2.66 | 2.65 | 2.67 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.12 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 |
| Expense Ratio | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 |
* 1 = Top 20%, 5 = Bottom 20%