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Baird Core Plus Bond Fund Investor Class: (MF: BCOSX)

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

$10.27 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

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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 -0.12 68
3 months -0.53 62
6 months -1.77 66
1 Year 2.00 61
3 Year 4.56 62
5 Year 0.08 68
10 Year 1.89 61

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 31.15
Bear Market (10/07 - 2/09) -1.38
Bull Market (2/09 - 3/21) 97.58

Load Adjusted Returns as of Aug 31, 2026

1 Year 3.91
5 Year 0.44
10 Year 2.09
Since Inception 4.44

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.21 0.93 NA NA
2025 2.60 1.28 2.07 1.07
2024 -0.22 0.21 5.09 -2.69
2023 2.93 -0.48 -2.76 7.01
2022 -6.25 -5.31 -4.41 2.41
2021 -3.18 2.06 0.14 -0.18

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.127.212.256.60-13.10-1.228.639.69-0.744.474.45
% Total Return Rel to Index 0.15-0.160.981.07-0.080.321.130.96-0.750.921.80
% Total Return Rel to Peer -1.300.19-1.610.20-3.58-1.892.701.710.400.46-0.68
% Perf Quintile vs Peer* 4.003.004.003.004.004.002.002.003.002.003.00
% Dividends 0.260.400.380.330.270.240.280.310.310.280.28
% Yield 2.083.533.733.672.521.872.062.442.592.322.31
Capital Gains ($) 0.000.000.000.000.000.070.120.000.000.000.02
Expense Ratio 0.550.550.550.550.550.550.550.550.550.550.55

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