Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
BMVIX (BAIRD SMALL/MID CAP VALUE FUND INSTITUTIONAL CLASS) | NA | 21.36% | 10.33% | 7.78% | NA | NA | NA | 6.80% |
Data as of 12/14/2021, AR inception is 12/01/2015
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
BMVIX (BAIRD SMALL/MID CAP VALUE FUND INSTITUTIONAL CLASS) | 12/01/2015 | 12/14/2021 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.64 | 21.36 | 10.33 | 7.78 | NA | NA | NA | 6.80 | 13.83 | 0.48 | 18.23 | -15.11 | 21.48 | 8.90 | -4.65 |
Sharpe Ratio | NA | 1.08 | 0.34 | 0.30 | NA | NA | NA | 0.28 | 0.85 | 0.01 | 1.60 | -1.07 | 2.21 | 0.68 | -2.63 |
Standard Deviation(%) | NA | 16.98 | 25.94 | 21.54 | NA | NA | NA | 20.36 | 17.17 | 39.93 | 10.49 | 15.38 | 9.48 | 12.83 | 16.60 |
Draw Down(%) | NA | 9.01 | 43.23 | 43.39 | NA | NA | NA | 43.39 | 9.01 | 43.23 | 6.95 | 23.53 | 3.06 | 9.56 | 6.60 |
Yield(%) | 0.00 | 3.59 | 1.76 | 1.42 | 0.74 | 0.49 | 0.37 | 1.23 | 2.81 | 0.73 | 1.02 | 0.33 | 0.68 | 0.83 | 0.15 |
Data as of 12/14/2021, AR inception is 12/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
BMVIX (BAIRD SMALL/MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-5.23%
Oct 2017 - Oct 2020 |
7.04%
Jan 2016 - Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
BMVIX (BAIRD SMALL/MID CAP VALUE FUND INSTITUTIONAL CLASS) |
9.10%
Feb 2016 - Feb 2019 |
9.04%
Apr 2016 - Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart