Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMDSX (BAIRD MIDCAP FUND INVESTOR) | -2.40% | 1.68% | 5.49% | 5.46% | 8.43% | 11.32% | 8.89% | 7.59% |
Data as of 07/02/2025, AR inception is 02/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMDSX (BAIRD MIDCAP FUND INVESTOR) | 02/02/2001 | 07/02/2025 |
| 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 (%) | 1.72 | 1.68 | 5.49 | 5.46 | 8.43 | 11.32 | 8.89 | 7.59 | -2.40 | -5.26 | 16.94 | -29.07 | 3.13 | 21.78 | 35.94 | -1.52 | 26.61 | 5.08 | -3.80 | 4.62 | 32.62 | 16.16 | 4.93 | 26.92 | 40.53 | -41.70 | 20.61 | 3.73 | 5.24 | 12.32 | 26.47 | -16.06 | -10.62 |
| Sharpe Ratio | NA | -0.14 | 0.07 | 0.18 | 0.32 | NA | NA | 0.28 | -0.38 | -0.75 | 0.75 | -0.95 | 0.12 | 0.59 | 2.40 | -0.16 | 2.92 | 0.32 | -0.25 | 0.32 | 2.53 | 1.06 | 0.18 | 1.33 | 1.35 | -0.90 | 1.08 | 0.03 | 0.24 | 0.81 | 1.39 | -0.64 | -0.56 |
| Standard Deviation(%) | NA | 20.80 | 20.37 | 21.60 | 21.02 | NA | NA | 22.05 | 24.90 | 15.78 | 17.04 | 32.07 | 26.18 | 36.26 | 14.40 | 17.96 | 8.93 | 15.09 | 15.52 | 14.27 | 12.90 | 15.30 | 26.98 | 20.19 | 29.96 | 47.23 | 16.36 | 15.08 | 12.67 | 14.02 | 18.49 | 26.90 | 25.00 |
| Draw Down(%) | NA | 25.04 | 25.04 | 36.24 | 36.24 | NA | NA | 53.97 | 23.18 | 11.98 | 18.43 | 33.73 | 22.98 | 34.67 | 7.37 | 21.78 | 3.13 | 12.73 | 11.61 | 10.45 | 5.71 | 10.42 | 22.00 | 13.94 | 22.16 | 52.02 | 8.77 | 16.40 | 10.41 | 10.68 | 13.46 | 26.32 | 28.60 |
| Yield(%) | 0.00 | 4.56 | 3.23 | 8.26 | 8.06 | 11.83 | 8.46 | 7.41 | 0.00 | 4.40 | 2.87 | 1.28 | 18.80 | 12.19 | 7.48 | 6.05 | 5.84 | 0.00 | 0.15 | 1.12 | 2.71 | 0.92 | 5.95 | 0.00 | 0.19 | 0.00 | 18.43 | 20.00 | 3.74 | 0.20 | 0.00 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 02/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMDSX (BAIRD MIDCAP FUND INVESTOR) |
-15.35%
Feb 2006 - Feb 2009 |
-5.71%
Feb 2004 - Feb 2009 |
5.39%
Jul 2001 - Jul 2011 |
6.54%
Apr 2001 - Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMDSX (BAIRD MIDCAP FUND INVESTOR) |
33.58%
Feb 2009 - Feb 2012 |
27.49%
Feb 2009 - Feb 2014 |
17.49%
Feb 2009 - Feb 2019 |
15.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart