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BMDSX: BAIRD MIDCAP FUND INVESTOR (MUTUAL FUND)
Basic Info 21.87 0.08(0.37%) April 26
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (53%) |
Start Date: | 02/02/2001 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 2.50% |
Expenses | 1.07% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/02/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.8 | -2.5 | 8.7 | -2.1 | 8.7 | 9.6 | 13.4 | 9.3 | 7.9 | 19.9 | -27.9 | 21.8 | 34.6 | 35.9 | -1.5 | 26.6 | 5.1 | -3.8 | 4.6 | 32.6 | 16.2 | 4.9 | 26.9 | 40.5 | -41.7 | 20.6 | 3.7 | 5.2 | 12.3 | 26.5 | -16.1 | -10.6 |
Sharpe Ratio | NA | -0.73 | 0.32 | -0.19 | 0.29 | 0.42 | NA | NA | 0.31 | 0.92 | -0.92 | 1.2 | 0.97 | 2.4 | -0.16 | 2.92 | 0.32 | -0.25 | 0.32 | 2.53 | 1.06 | 0.18 | 1.33 | 1.35 | -0.9 | 1.08 | 0.03 | 0.24 | 0.81 | 1.39 | -0.64 | -0.56 |
Draw Down(%) | NA | 9.3 | 18.4 | 36.2 | 36.2 | 36.2 | NA | NA | 54.0 | 18.4 | 33.7 | 9.9 | 34.7 | 7.4 | 21.8 | 3.1 | 12.7 | 11.6 | 10.4 | 5.7 | 10.4 | 22.0 | 13.9 | 22.2 | 52.0 | 8.8 | 16.4 | 10.4 | 10.7 | 13.5 | 26.3 | 28.6 |
Standard Deviation(%) | NA | 15.3 | 15.4 | 22.8 | 24.9 | 20.4 | NA | NA | 22.2 | 17.1 | 31.9 | 18.1 | 35.4 | 14.4 | 18.0 | 8.9 | 15.1 | 15.5 | 14.3 | 12.9 | 15.3 | 27.0 | 20.2 | 30.0 | 47.2 | 16.4 | 15.1 | 12.7 | 14.0 | 18.5 | 26.9 | 25.0 |
Treynor Ratio | NA | -0.11 | 0.05 | -0.04 | 0.07 | 0.09 | NA | NA | 0.07 | 0.16 | -0.3 | 0.23 | 0.35 | 0.34 | -0.03 | 0.26 | 0.05 | -0.04 | 0.05 | 0.35 | 0.17 | 0.05 | 0.3 | 0.41 | -0.48 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.07 | -0.05 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.02 | 0.0 | -0.01 | -0.03 | 0.01 | 0.01 | 0.03 | 0.0 | 0.0 | 0.02 | 0.02 | -0.02 | NA | NA | NA | NA | NA |
Beta | NA | 1.01 | 1.0 | 0.98 | 0.98 | 0.98 | NA | NA | 0.95 | 0.98 | 0.98 | 0.96 | 0.98 | 1.0 | 0.97 | 1.0 | 0.93 | 0.96 | 1.01 | 0.94 | 0.93 | 0.94 | 0.89 | 0.99 | 0.89 | 0.9 | 0.99 | NA | NA | NA | NA | NA |
RSquared | NA | 0.9 | 0.92 | 0.95 | 0.96 | 0.96 | NA | NA | 0.74 | 0.94 | 0.97 | 0.92 | 0.98 | 0.94 | 0.96 | 0.85 | 0.95 | 0.95 | 0.95 | 0.94 | 0.96 | 0.98 | 0.95 | 0.97 | 0.77 | 0.9 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.7 | 6.6 | 9.2 | 8.3 | 14.6 | 8.5 | N/A | 2.9 | 1.3 | 18.8 | 12.2 | 7.5 | 6.1 | 5.9 | 0.0 | 0.1 | 1.1 | 2.7 | 0.9 | 6.0 | 0.0 | 0.2 | 0.0 | 18.4 | 20.0 | 3.8 | 0.2 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 61.8 | 14.4 | 339.9 | 120.4 | N/A | N/A | N/A | 61.8 | -92.9 | 82.6 | 112.9 | 11.7 | 24.7 | N/A | -100.0 | -87.5 | -48.4 | 244.4 | -84.7 | N/A | -100.0 | N/A | -100.0 | -24.2 | 457.5 | 1900.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2001
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