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

(NASDAQ Mutual Funds) As of Oct 2, 2026 05:15 PM ET

$9.74 USD

-0.02 (-0.20%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.04 63
3 months -0.49 60
6 months -1.64 63
1 Year 2.28 53
3 Year 4.83 52
5 Year 0.34 64
10 Year 2.15 51

* 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) 106.40

Load Adjusted Returns as of Aug 31, 2026

1 Year 4.10
5 Year 0.67
10 Year 2.34
Since Inception 4.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.16 0.95 NA NA
2025 2.59 1.42 2.15 1.10
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.047.462.536.89-12.88-1.018.8510.11-0.514.644.71
% Total Return Rel to Index 0.270.081.271.360.130.521.341.38-0.531.102.05
% Total Return Rel to Peer -1.180.44-1.330.49-3.35-1.682.912.130.620.63-0.42
% Perf Quintile vs Peer* 4.002.004.002.004.004.001.002.003.002.002.00
% Dividends 0.280.430.410.360.300.270.310.340.330.310.31
% Yield 2.343.974.174.102.902.212.392.792.942.662.65
Capital Gains ($) 0.000.000.000.000.000.070.120.000.000.000.02
Expense Ratio 0.300.300.300.300.300.300.300.300.300.300.30

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