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
BSGSX (BAIRD SMALL/MID CAP GROWTH FUND INVESTOR CLASS) 7.78% 5.86% 2.98% -1.18% NA NA NA
Data as of 06/04/2026, Common starting date is 11/07/2018
More Performance Analytics Comparison
Name Start Date End Date
BSGSX (BAIRD SMALL/MID CAP GROWTH FUND INVESTOR CLASS) 11/07/2018 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
Annualized Return (%) 1.78 5.86 2.98 -1.18 NA NA NA 7.78 -7.08 7.56 10.60 -27.31 18.01 43.94 36.69 -12.35
Sharpe Ratio NA 0.07 -0.02 -0.20 NA NA NA 0.53 -0.48 0.24 0.41 -0.91 0.89 1.22 2.34 -2.22
Standard Deviation(%) NA 16.83 18.61 21.63 NA NA NA 20.15 21.07 16.55 17.15 31.60 20.10 35.56 15.05 28.41
Draw Down(%) NA 13.63 25.57 36.33 NA NA NA 13.63 25.07 9.29 18.99 32.35 11.38 35.77 6.62 18.04
Yield(%) 0.00 0.00 0.00 0.78 1.03 0.69 0.51 0.00 0.00 0.00 0.00 0.50 3.66 2.69 0.00 0.00
Data as of 06/04/2026, Common starting date is 11/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSGSX (BAIRD SMALL/MID CAP GROWTH FUND INVESTOR CLASS) -7.16%
Aug 2021 – Aug 2024
-3.04%
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
BSGSX (BAIRD SMALL/MID CAP GROWTH FUND INVESTOR CLASS) 32.42%
Dec 2018 – Dec 2021
13.30%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return