Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BSVIX (BAIRD SMALLCAP VALUE FUND INSTITUTIONAL CLASS) | -1.96% | 17.81% | 2.75% | 4.35% | 2.32% | NA | NA | 4.98% |
Data as of 07/01/2025, AR inception is 05/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSVIX (BAIRD SMALLCAP VALUE FUND INSTITUTIONAL CLASS) | 05/02/2012 | 07/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | 17.81 | 2.75 | 4.35 | 2.32 | NA | NA | 4.98 | -1.96 | 22.69 | 13.75 | -33.75 | 14.81 | -2.56 | 18.40 | -16.32 | 18.05 | 15.11 | -5.11 | 0.42 | 39.85 | 3.42 |
| Sharpe Ratio | NA | 0.56 | -0.05 | 0.11 | 0.03 | NA | NA | 0.17 | -0.28 | 0.81 | 0.46 | -0.84 | 0.80 | -0.07 | 1.51 | -1.13 | 1.69 | 1.08 | -0.36 | 0.03 | 3.26 | 0.39 |
| Standard Deviation(%) | NA | 26.12 | 29.69 | 26.71 | 23.82 | NA | NA | 21.80 | 30.49 | 19.94 | 20.81 | 42.01 | 18.51 | 38.71 | 11.29 | 15.69 | 10.36 | 13.83 | 14.11 | 15.05 | 12.22 | 13.31 |
| Draw Down(%) | NA | 26.90 | 38.21 | 43.45 | 43.45 | NA | NA | 43.45 | 26.79 | 12.43 | 23.76 | 36.15 | 11.19 | 41.63 | 7.97 | 24.71 | 3.90 | 9.67 | 12.91 | 13.69 | 4.95 | 8.89 |
| Yield(%) | 0.00 | 0.03 | 0.01 | 0.31 | 1.19 | 1.56 | 1.17 | 1.80 | 0.00 | 0.03 | 0.01 | 0.00 | 1.14 | 0.16 | 0.81 | 3.53 | 3.46 | 1.33 | 0.61 | 1.81 | 2.44 | 1.50 |
Data as of 07/01/2025, AR inception is 05/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSVIX (BAIRD SMALLCAP VALUE FUND INSTITUTIONAL CLASS) |
-9.73%
Apr 2021 - Apr 2024 |
-6.49%
Sep 2018 - Sep 2023 |
-0.91%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSVIX (BAIRD SMALLCAP VALUE FUND INSTITUTIONAL CLASS) |
15.02%
Jun 2012 - Jun 2015 |
13.27%
Nov 2012 - Nov 2017 |
6.71%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart