BSBSX: BAIRD SHORT-TERM BOND FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 9.51 0(0.0%) June 02
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 09/19/2012 |
| Last Dividend Date: | 05/27/2025 |
| 12-Mo. Yield | 4.26% |
| Expenses | 0.30% |
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Performance Analytics (As of 05/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/19/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 2.6 | 6.3 | 3.8 | 1.8 | 1.8 | 1.7 | 4.3 | 5.4 | -3.9 | -0.9 | 3.1 | 4.4 | 1.2 | 1.2 | 1.4 | 0.1 | 1.2 | 1.1 | 0.5 |
| Sharpe Ratio | NA | -0.85 | 0.23 | -0.13 | -0.4 | 0.11 | 0.27 | -1.29 | 0.46 | -2.3 | -0.94 | 1.33 | 2.18 | -0.07 | 0.61 | 1.07 | 0.02 | 1.13 | 1.04 | 2.18 |
| Draw Down(%) | NA | 0.7 | 0.7 | 2.8 | 7.0 | 7.0 | 7.0 | 0.7 | 1.2 | 5.5 | 1.2 | 4.2 | 0.6 | 0.5 | 0.4 | 1.0 | 0.9 | 0.7 | 1.0 | 0.2 |
| Standard Deviation(%) | NA | 2.1 | 1.9 | 2.2 | 1.9 | 1.7 | 1.6 | 1.8 | 2.5 | 2.3 | 1.0 | 2.2 | 1.4 | 1.1 | 1.0 | 1.1 | 1.2 | 1.0 | 1.0 | 0.8 |
| Treynor Ratio | NA | -0.03 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.05 | 0.02 | -0.09 | -0.03 | 0.05 | 0.06 | 0.0 | 0.02 | 0.03 | 0.0 | 0.03 | 0.02 | 0.07 |
| Alpha | NA | -0.01 | 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 | 0.58 | 0.51 | 0.57 | 0.56 | 0.55 | 0.54 | 0.5 | 0.61 | 0.58 | 0.33 | 0.61 | 0.53 | 0.37 | 0.36 | 0.45 | 0.52 | 0.43 | 0.48 | 0.24 |
| RSquared | NA | 0.49 | 0.51 | 0.72 | 0.67 | 0.62 | 0.59 | 0.59 | 0.79 | 0.84 | 0.24 | 0.67 | 0.44 | 0.22 | 0.23 | 0.43 | 0.47 | 0.33 | 0.39 | 0.14 |
| Yield(%) | N/A | 1.7 | 4.3 | 3.4 | 2.3 | 2.0 | N/A | 4.1 | 3.2 | 1.4 | 0.8 | 1.7 | 2.3 | 1.9 | 1.4 | 0.8 | 0.8 | 1.4 | 1.7 | 0.7 |
| Dividend Growth(%) | N/A | -58.4 | 17.3 | 130.6 | 55.6 | N/A | N/A | 29.9 | 114.4 | 67.5 | -49.1 | -25.6 | 16.8 | 36.9 | 80.3 | 0.0 | -42.4 | -21.0 | 142.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2012
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