Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMDIX (BAIRD MIDCAP FUND INSTITUTIONAL) | 6.83% | 1.37% | 1.46% | -0.55% | 8.96% | 9.49% | 8.53% | … | … |
Data as of 06/04/2026, Common starting date is 02/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMDIX (BAIRD MIDCAP FUND INSTITUTIONAL) | 02/01/2001 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 1.85 | 1.37 | 1.46 | -0.55 | 8.96 | 9.49 | 8.53 | … | … | 6.83 | -18.34 | -0.89 | 20.22 | -27.67 | 22.12 | 35.03 | 36.31 | -1.30 | 26.89 | 5.40 | -3.59 | 4.86 | 32.90 | 16.49 | 5.19 | 27.09 | 40.90 | -41.53 | 20.89 | 3.94 | 5.56 | 12.44 | 26.89 | -15.92 | -11.98 |
| Sharpe Ratio | NA | -0.12 | -0.11 | -0.16 | 0.35 | NA | NA | … | … | 0.60 | -0.88 | -0.30 | 0.98 | -0.92 | 1.22 | 0.98 | 2.42 | -0.15 | 2.93 | 0.34 | -0.23 | 0.34 | 2.55 | 1.08 | 0.19 | 1.33 | 1.36 | -1.05 | 1.09 | 0.03 | 0.26 | 0.82 | 1.42 | -0.64 | -0.62 |
| Standard Deviation(%) | NA | 15.19 | 17.20 | 20.99 | 20.83 | NA | NA | … | … | 17.43 | 23.16 | 15.15 | 17.11 | 31.87 | 18.13 | 35.26 | 14.41 | 17.94 | 8.98 | 15.11 | 15.50 | 14.23 | 12.90 | 15.34 | 27.06 | 20.31 | 29.90 | 40.52 | 16.36 | 15.09 | 12.63 | 13.96 | 18.48 | 26.76 | 25.01 |
| Draw Down(%) | NA | 14.41 | 24.99 | 36.11 | 36.11 | NA | NA | … | … | 10.33 | 23.42 | 11.92 | 18.35 | 33.63 | 9.92 | 34.66 | 7.39 | 21.74 | 3.10 | 12.68 | 11.51 | 10.25 | 5.66 | 10.42 | 21.98 | 13.90 | 22.15 | 51.98 | 8.86 | 16.35 | 10.32 | 10.69 | 13.41 | 26.16 | 28.99 |
| Yield(%) | 0.00 | 10.43 | 5.55 | 6.12 | 9.48 | 10.21 | 8.64 | … | … | 0.00 | 9.99 | 3.99 | 2.62 | 1.18 | 17.50 | 11.45 | 7.07 | 5.76 | 5.58 | 0.00 | 0.14 | 1.08 | 2.62 | 1.04 | 5.78 | 0.00 | 0.33 | 0.05 | 18.11 | 19.77 | 3.70 | 0.20 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMDIX (BAIRD MIDCAP FUND INSTITUTIONAL) |
-15.11%
Feb 2006 – Feb 2009 |
-5.47%
Feb 2004 – Feb 2009 |
5.66%
Jul 2001 – Jul 2011 |
6.79%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMDIX (BAIRD MIDCAP FUND INSTITUTIONAL) |
33.85%
Feb 2009 – Feb 2012 |
27.77%
Feb 2009 – Feb 2014 |
17.75%
Feb 2009 – Feb 2019 |
15.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart