Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMVSX (BAIRD SMALL/MID CAP VALUE FUND INVESTOR CLASS) | NA | 21.17% | 10.04% | 7.48% | NA | NA | NA | 6.52% |
Data as of 12/14/2021, AR inception is 12/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMVSX (BAIRD SMALL/MID CAP VALUE FUND INVESTOR 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 | 21.17 | 10.04 | 7.48 | NA | NA | NA | 6.52 | 13.84 | 0.15 | 17.86 | -15.25 | 21.08 | 8.64 | -4.67 |
| Sharpe Ratio | NA | 1.09 | 0.33 | 0.29 | NA | NA | NA | 0.27 | 0.85 | 0.00 | 1.57 | -1.07 | 2.16 | 0.65 | -2.61 |
| Standard Deviation(%) | NA | 16.92 | 25.94 | 21.55 | NA | NA | NA | 20.38 | 17.13 | 39.93 | 10.49 | 15.46 | 9.51 | 12.92 | 16.80 |
| Draw Down(%) | NA | 8.89 | 43.32 | 43.67 | NA | NA | NA | 43.67 | 8.89 | 43.32 | 6.98 | 23.62 | 3.06 | 9.66 | 6.60 |
| Yield(%) | 0.00 | 2.72 | 1.32 | 1.06 | 0.55 | 0.37 | 0.28 | 0.92 | 2.60 | 0.07 | 0.78 | 0.23 | 0.45 | 0.67 | 0.13 |
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 |
|---|---|---|---|---|
| BMVSX (BAIRD SMALL/MID CAP VALUE FUND INVESTOR CLASS) |
-5.54%
Oct 2017 - Oct 2020 |
6.76%
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 |
|---|---|---|---|---|
| BMVSX (BAIRD SMALL/MID CAP VALUE FUND INVESTOR CLASS) |
8.78%
Feb 2016 - Feb 2019 |
8.72%
Apr 2016 - Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart