Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHGSX (BAIRD LARGECAP FUND INVESTOR) | NA | -55.20% | -21.77% | -5.53% | -2.46% | 0.97% | NA | … | … |
Data as of 12/28/2017, Common starting date is 02/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHGSX (BAIRD LARGECAP FUND INVESTOR) | 02/02/2001 | 12/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -64.17 | -55.20 | -21.77 | -5.53 | -2.46 | 0.97 | NA | … | … | -16.95 | 12.67 | -4.17 | 14.90 | 32.34 | 13.32 | -2.58 | 18.16 | 35.79 | -39.94 | 9.29 | 2.64 | 3.15 | 5.00 | 21.09 | -25.67 | -9.84 |
| Sharpe Ratio | NA | -0.42 | -0.16 | 0.29 | 0.14 | NA | NA | … | … | -0.42 | 0.84 | -0.26 | 1.21 | 2.67 | 0.93 | -0.10 | 0.94 | 1.26 | -1.00 | 0.39 | -0.06 | 0.09 | 0.35 | 1.18 | -0.99 | -0.60 |
| Standard Deviation(%) | NA | 42.36 | 27.43 | 22.64 | 25.09 | NA | NA | … | … | 42.53 | 14.70 | 15.89 | 12.27 | 12.09 | 14.33 | 26.18 | 19.16 | 28.36 | 40.77 | 16.12 | 10.51 | 10.41 | 11.43 | 17.29 | 27.13 | 21.94 |
| Draw Down(%) | NA | 33.93 | 33.93 | 33.93 | 51.60 | NA | NA | … | … | 33.93 | 13.05 | 12.83 | 9.12 | 6.13 | 11.17 | 22.10 | 15.00 | 22.92 | 49.57 | 8.94 | 10.21 | 6.89 | 10.95 | 13.52 | 33.91 | 26.70 |
| Yield(%) | 0.00 | 0.00 | 2.24 | 12.18 | 6.32 | 6.29 | 3.16 | … | … | 0.00 | 0.91 | 6.02 | 2.24 | 50.68 | 0.18 | 0.00 | 0.26 | 0.29 | 0.00 | 0.00 | 0.11 | 0.68 | 0.61 | 0.00 | 0.00 | 0.00 |
Data as of 12/28/2017, Common starting date is 02/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHGSX (BAIRD LARGECAP FUND INVESTOR) |
-16.13%
Feb 2006 – Feb 2009 |
-8.88%
Feb 2004 – Feb 2009 |
0.26%
Dec 2001 – Dec 2011 |
3.22%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHGSX (BAIRD LARGECAP FUND INVESTOR) |
26.02%
Feb 2009 – Feb 2012 |
22.02%
Feb 2009 – Feb 2014 |
7.86%
Nov 2007 – Nov 2017 |
7.94%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart