Find A Portfolio/Ticker
Comparison Box
BSBSX: BAIRD SHORT-TERM BOND FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 9.36 0.02(0.21%) May 02
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (1%) |
Start Date: | 09/19/2012 |
Last Dividend Date: | 04/25/2024 |
12-Mo. Yield | 3.06% |
Expenses | 0.30% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/02/2024)
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(%) | 0.4 | 1.0 | 4.4 | 0.8 | 1.8 | 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 | -1.69 | -0.21 | -0.84 | -0.01 | 0.21 | 0.32 | 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 | 0.7 | 1.0 | 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 | 2.0 | 2.0 | 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 | -0.06 | -0.01 | -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 | 0.57 | 0.55 | 0.59 | 0.59 | 0.56 | 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 | 0.63 | 0.74 | 0.77 | 0.73 | 0.64 | 0.62 | 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 | 2.3 | 1.8 | 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 | 73.7 | 1.5 | 75.8 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Short-Term Bond
Best Mutual Funds
- FSHBX (FIDELITY SHORT-TERM BOND FUND FIDELITY SHORT-TERM BOND FUND) 0.12% (100%)
- VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) 0.20% (100%)
- VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) 0.30% (99%)
- ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) 0.10% (98%)
- MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) 0.11% (98%)
- DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) 0.0% (98%)
- JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) 0.19% (97%)
- VBIRX (Vanguard Short-Term Bond Index Fund Admiral Shares) 0.20% (97%)
- BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) 0.12% (96%)
- JASBX (JANUS SHORT-TERM BOND FUND CLASS T) 0.0% (96%)
Best ETFs
- BSV (Vanguard Short-Term Bond Index Fund ETF Shares) 0.28% (99%)
- VCSH (Vanguard Short-Term Corporate Bond Index Fund ETF Shares) 0.33% (36%)
- FLRN (SPDR® Bloomberg Investment Grade Floating Rate ETF) 0.10% (33%)
- ISTB (iShares Core 1-5 Year USD Bond) 0.28% (3%)