Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAGIX (BAIRD AGGREGATE BOND FUND INSTITUTIONAL) | 4.06% | 6.87% | 2.97% | -0.33% | 2.15% | 2.97% | 3.47% | 3.41% |
Data as of 07/01/2025, AR inception is 10/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAGIX (BAIRD AGGREGATE BOND FUND INSTITUTIONAL) | 10/24/2000 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 6.87 | 2.97 | -0.33 | 2.15 | 2.97 | 3.47 | 3.41 | 4.06 | 1.85 | 6.42 | -13.35 | -1.46 | 8.63 | 9.48 | -0.29 | 4.20 | 3.03 | 0.73 | 6.92 | -1.24 | 7.92 | 7.83 | 7.90 | 10.89 | -2.34 | 6.03 | 4.88 | 2.84 | 4.99 | 0.19 | 1.71 | 0.86 | 2.28 |
| Sharpe Ratio | NA | 0.63 | -0.07 | -0.42 | 0.14 | NA | NA | 0.47 | 0.86 | -0.33 | 0.38 | -1.96 | -0.42 | 1.69 | 2.39 | -0.58 | 1.23 | 0.87 | 0.17 | 2.55 | -0.37 | 3.11 | 2.16 | 2.03 | 2.38 | -0.58 | 0.83 | 0.52 | 0.12 | 1.00 | -0.11 | 0.12 | -0.32 | 2.28 |
| Standard Deviation(%) | NA | 5.20 | 6.55 | 5.84 | 4.87 | NA | NA | 4.45 | 5.34 | 5.41 | 7.32 | 7.57 | 3.53 | 4.95 | 3.35 | 2.87 | 2.90 | 3.23 | 4.01 | 2.71 | 3.45 | 2.55 | 3.60 | 3.86 | 4.52 | 5.72 | 3.49 | 2.83 | 4.82 | 4.01 | 5.01 | 4.73 | 5.13 | 3.84 |
| Draw Down(%) | NA | 4.66 | 9.80 | 18.62 | 18.62 | NA | NA | 18.62 | 2.63 | 3.96 | 6.99 | 17.41 | 3.62 | 7.39 | 2.02 | 3.03 | 1.46 | 4.20 | 2.78 | 1.20 | 5.10 | 1.02 | 1.84 | 3.20 | 2.84 | 8.40 | 2.15 | 1.68 | 2.50 | 4.46 | 5.35 | 3.06 | 5.19 | 0.95 |
| Yield(%) | 0.34 | 4.18 | 3.54 | 2.84 | 2.88 | 3.43 | 3.77 | 3.62 | 1.95 | 3.99 | 3.54 | 2.29 | 1.95 | 3.57 | 2.92 | 2.81 | 2.58 | 2.20 | 2.58 | 3.00 | 3.18 | 5.55 | 6.43 | 4.98 | 5.52 | 5.26 | 5.56 | 5.00 | 4.65 | 4.62 | 0.00 | 0.00 | 0.00 | 0.31 |
Data as of 07/01/2025, AR inception is 10/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAGIX (BAIRD AGGREGATE BOND FUND INSTITUTIONAL) |
-5.43%
Oct 2020 - Oct 2023 |
-0.41%
May 2020 - May 2025 |
1.14%
Oct 2012 - Oct 2022 |
2.93%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAGIX (BAIRD AGGREGATE BOND FUND INSTITUTIONAL) |
10.12%
Oct 2008 - Oct 2011 |
7.70%
Oct 2008 - Oct 2013 |
5.50%
Jun 2006 - Jun 2016 |
4.93%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart