Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BIMSX (BAIRD INTERMEDIATE BOND FUND INVESTOR) | 3.49% | 6.37% | 3.32% | 0.16% | 1.77% | 2.15% | 2.88% | 3.25% |
Data as of 07/01/2025, AR inception is 01/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIMSX (BAIRD INTERMEDIATE BOND FUND INVESTOR) | 01/26/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 6.37 | 3.32 | 0.16 | 1.77 | 2.15 | 2.88 | 3.25 | 3.49 | 3.21 | 5.52 | -8.86 | -2.32 | 5.83 | 6.84 | 0.30 | 2.49 | 2.33 | 0.50 | 3.15 | -0.54 | 5.09 | 5.10 | 6.48 | 11.30 | -1.32 | 5.90 | 4.49 | 1.58 | 3.66 | 4.54 | 7.75 | 3.19 |
| Sharpe Ratio | NA | 0.84 | 0.09 | -0.49 | 0.11 | NA | NA | 0.59 | 1.26 | -0.12 | 0.38 | -2.06 | -1.04 | 1.62 | 2.08 | -0.57 | 0.90 | 0.87 | 0.17 | 1.54 | -0.24 | 2.32 | 1.68 | 1.84 | 2.57 | -0.42 | 0.91 | 0.48 | -0.28 | 0.75 | 0.91 | 1.67 | 0.27 |
| Standard Deviation(%) | NA | 3.25 | 4.26 | 3.85 | 3.27 | NA | NA | 3.37 | 3.38 | 3.37 | 4.89 | 5.01 | 2.26 | 3.43 | 2.58 | 1.92 | 2.04 | 2.43 | 2.72 | 2.03 | 2.40 | 2.19 | 3.02 | 3.48 | 4.36 | 5.38 | 3.02 | 2.25 | 2.48 | 3.55 | 4.18 | 3.94 | 4.13 |
| Draw Down(%) | NA | 2.37 | 6.20 | 14.54 | 14.54 | NA | NA | 14.54 | 1.63 | 2.20 | 3.57 | 11.57 | 2.49 | 5.16 | 1.51 | 2.09 | 1.08 | 2.94 | 1.74 | 1.35 | 3.58 | 1.35 | 1.49 | 3.70 | 1.69 | 6.98 | 1.64 | 1.22 | 2.15 | 4.28 | 4.31 | 2.52 | 4.11 |
| Yield(%) | 0.00 | 3.30 | 2.89 | 2.08 | 2.12 | 2.31 | 2.86 | 3.17 | 1.43 | 3.45 | 2.87 | 1.65 | 1.20 | 1.90 | 2.27 | 2.10 | 1.96 | 1.90 | 1.90 | 2.08 | 2.11 | 2.70 | 3.18 | 3.79 | 4.67 | 4.62 | 4.72 | 4.44 | 3.97 | 3.95 | 4.17 | 3.67 | 2.34 |
Data as of 07/01/2025, AR inception is 01/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIMSX (BAIRD INTERMEDIATE BOND FUND INVESTOR) |
-3.78%
Oct 2020 - Oct 2023 |
-0.26%
Oct 2017 - Oct 2022 |
0.59%
Oct 2012 - Oct 2022 |
2.17%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIMSX (BAIRD INTERMEDIATE BOND FUND INVESTOR) |
8.90%
Oct 2008 - Oct 2011 |
6.31%
Oct 2008 - Oct 2013 |
5.08%
Mar 2002 - Mar 2012 |
4.26%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart