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BSBSX: BAIRD SHORT-TERM BOND FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 9.38 0(0.0%) May 14
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (1%) |
Start Date: | 09/19/2012 |
Last Dividend Date: | 04/25/2024 |
12-Mo. Yield | 3.54% |
Expenses | 0.30% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/19/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.9 | 4.2 | 0.8 | 1.7 | 1.5 | 1.5 | 5.4 | -3.3 | -0.6 | 3.9 | 4.4 | 1.2 | 1.2 | 1.4 | 0.1 | 1.2 | 1.1 | 0.5 |
Sharpe Ratio | NA | -0.73 | 0.12 | -0.76 | 0.05 | 0.24 | 0.35 | 0.46 | -1.98 | -0.62 | 1.77 | 2.18 | -0.07 | 0.61 | 1.07 | 0.02 | 1.13 | 1.04 | 2.18 |
Draw Down(%) | NA | 0.5 | 0.9 | 6.1 | 6.1 | 6.1 | 6.1 | 1.2 | 5.3 | 0.9 | 4.2 | 0.6 | 0.5 | 0.4 | 1.0 | 0.9 | 0.7 | 1.0 | 0.2 |
Standard Deviation(%) | NA | 1.9 | 1.9 | 2.1 | 2.0 | 1.6 | 1.5 | 2.5 | 2.4 | 0.9 | 2.0 | 1.4 | 1.1 | 1.0 | 1.1 | 1.2 | 1.0 | 1.0 | 0.8 |
Treynor Ratio | NA | -0.03 | 0.0 | -0.03 | 0.0 | 0.01 | 0.01 | 0.02 | -0.08 | -0.02 | 0.06 | 0.06 | 0.0 | 0.02 | 0.03 | 0.0 | 0.03 | 0.02 | 0.07 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.5 | 0.52 | 0.58 | 0.58 | 0.55 | 0.55 | 0.61 | 0.59 | 0.39 | 0.61 | 0.53 | 0.37 | 0.36 | 0.45 | 0.52 | 0.43 | 0.48 | 0.24 |
RSquared | NA | 0.6 | 0.73 | 0.76 | 0.73 | 0.64 | 0.61 | 0.79 | 0.83 | 0.32 | 0.74 | 0.44 | 0.22 | 0.23 | 0.43 | 0.47 | 0.33 | 0.39 | 0.14 |
Yield(%) | N/A | 1.2 | 3.5 | 2.2 | 2.2 | 1.7 | N/A | 3.3 | 1.4 | 1.5 | 2.4 | 2.4 | 2.1 | 1.2 | 0.7 | 0.7 | 1.2 | 1.4 | 0.8 |
Dividend Growth(%) | N/A | -63.3 | 63.8 | 3.2 | 64.3 | N/A | N/A | 114.3 | -6.7 | -34.8 | 0.0 | 15.0 | 66.7 | 71.4 | 0.0 | -41.7 | -14.3 | 75.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2012
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