Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAGSX (BAIRD AGGREGATE BOND FUND INVESTOR) | 3.87% | 6.65% | 2.71% | -0.58% | 1.89% | 2.71% | 3.21% | 3.32% |
Data as of 07/01/2025, AR inception is 10/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAGSX (BAIRD AGGREGATE BOND FUND INVESTOR) | 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 (%) | 0.39 | 6.65 | 2.71 | -0.58 | 1.89 | 2.71 | 3.21 | 3.32 | 3.87 | 1.64 | 6.13 | -13.52 | -1.74 | 8.42 | 9.17 | -0.55 | 3.90 | 2.90 | 0.37 | 6.70 | -1.52 | 7.74 | 7.47 | 7.78 | 10.55 | -2.63 | 5.87 | 4.62 | 2.53 | 4.91 | 0.37 | 2.55 | 1.80 | 3.41 |
| Sharpe Ratio | NA | 0.60 | -0.11 | -0.46 | 0.09 | NA | NA | 0.46 | 0.82 | -0.36 | 0.34 | -1.98 | -0.49 | 1.66 | 2.25 | -0.67 | 1.12 | 0.83 | 0.09 | 2.51 | -0.45 | 3.17 | 2.03 | 1.99 | 2.25 | -0.64 | 0.77 | 0.43 | 0.09 | 0.99 | -0.07 | 0.30 | -0.13 | 5.07 |
| Standard Deviation(%) | NA | 5.16 | 6.56 | 5.84 | 4.87 | NA | NA | 4.37 | 5.25 | 5.51 | 7.26 | 7.59 | 3.58 | 4.89 | 3.41 | 2.92 | 2.91 | 3.24 | 3.94 | 2.66 | 3.43 | 2.45 | 3.66 | 3.85 | 4.65 | 5.61 | 3.56 | 2.81 | 2.98 | 3.97 | 4.92 | 4.72 | 5.09 | 3.11 |
| Draw Down(%) | NA | 4.75 | 9.77 | 18.97 | 18.97 | NA | NA | 18.97 | 2.62 | 3.99 | 7.23 | 17.53 | 3.60 | 7.30 | 1.96 | 3.12 | 1.43 | 4.21 | 2.87 | 1.17 | 5.20 | 0.99 | 1.90 | 3.24 | 2.91 | 8.58 | 2.13 | 1.80 | 2.40 | 4.33 | 5.28 | 3.03 | 5.07 | 0.58 |
| Yield(%) | 0.30 | 3.76 | 3.17 | 2.51 | 2.54 | 3.09 | 3.45 | 3.44 | 1.75 | 3.58 | 3.18 | 1.98 | 1.62 | 3.17 | 2.56 | 2.45 | 2.24 | 1.92 | 2.26 | 2.63 | 2.87 | 5.16 | 6.03 | 4.64 | 5.14 | 4.91 | 5.23 | 4.65 | 4.32 | 4.18 | 0.00 | 0.00 | 0.45 | 1.43 |
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 |
|---|---|---|---|---|
| BAGSX (BAIRD AGGREGATE BOND FUND INVESTOR) |
-5.68%
Oct 2020 - Oct 2023 |
-0.66%
May 2020 - May 2025 |
0.89%
Oct 2012 - Oct 2022 |
2.68%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAGSX (BAIRD AGGREGATE BOND FUND INVESTOR) |
9.85%
Oct 2008 - Oct 2011 |
7.43%
Oct 2008 - Oct 2013 |
5.24%
Jun 2006 - Jun 2016 |
4.68%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart