Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BSGIX (BAIRD SMALL/MID CAP GROWTH FUND INSTITUTIONAL CLASS) 5.27% 3.69% 2.38% -1.53% NA NA NA
Data as of 06/05/2026, Common starting date is 11/08/2018
More Performance Analytics Comparison
Name Start Date End Date
BSGIX (BAIRD SMALL/MID CAP GROWTH FUND INSTITUTIONAL CLASS) 11/08/2018 06/05/2026
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
Annualized Return (%) -0.06 3.69 2.38 -1.53 NA NA NA 5.27 -6.89 7.87 10.88 -27.15 18.33 44.61 36.98 -12.00
Sharpe Ratio NA 0.09 -0.01 -0.19 NA NA NA 0.55 -0.47 0.26 0.43 -0.91 0.91 1.25 2.34 -2.18
Standard Deviation(%) NA 16.78 18.60 21.62 NA NA NA 20.12 21.05 16.56 17.14 31.59 20.06 35.45 15.17 28.95
Draw Down(%) NA 13.58 25.49 36.24 NA NA NA 13.58 25.04 9.25 18.89 32.30 11.34 35.78 6.53 17.88
Yield(%) 0.00 0.00 0.00 0.77 1.03 0.69 0.52 0.00 0.00 0.00 0.00 0.50 3.63 2.69 0.00 0.00
Data as of 06/05/2026, Common starting date is 11/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSGIX (BAIRD SMALL/MID CAP GROWTH FUND INSTITUTIONAL CLASS) -6.91%
Aug 2021 – Aug 2024
-2.80%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSGIX (BAIRD SMALL/MID CAP GROWTH FUND INSTITUTIONAL CLASS) 32.84%
Dec 2018 – Dec 2021
13.62%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return