Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BSVSX (BAIRD SMALLCAP VALUE FUND INVESTOR CLASS) | 0.99% | 17.16% | 14.23% | 11.05% | 5.45% | NA | NA | 7.37% |
Data as of 07/18/2025, AR inception is 05/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSVSX (BAIRD SMALLCAP VALUE FUND INVESTOR CLASS) | 05/02/2012 | 07/18/2025 |
| 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 (%) | 1.36 | 17.16 | 14.23 | 11.05 | 5.45 | NA | NA | 7.37 | 0.99 | 22.37 | 13.56 | -33.99 | 14.57 | -2.86 | 18.53 | -16.58 | 17.79 | 14.84 | -5.37 | 0.13 | 39.58 | 3.22 |
| Sharpe Ratio | NA | 0.56 | 0.43 | 0.41 | 0.18 | NA | NA | 0.30 | -0.13 | 0.80 | 0.45 | -0.84 | 0.78 | -0.08 | 1.52 | -1.15 | 1.66 | 1.06 | -0.38 | 0.01 | 3.23 | 0.37 |
| Standard Deviation(%) | NA | 26.03 | 23.35 | 22.65 | 21.63 | NA | NA | 19.97 | 29.69 | 19.85 | 20.73 | 42.14 | 18.54 | 38.74 | 11.24 | 15.66 | 10.38 | 13.75 | 14.07 | 15.00 | 12.25 | 13.32 |
| Draw Down(%) | NA | 26.83 | 26.83 | 26.83 | 42.65 | NA | NA | 42.65 | 26.83 | 12.41 | 23.79 | 36.40 | 11.24 | 41.63 | 7.76 | 24.78 | 3.91 | 9.62 | 12.96 | 13.73 | 4.97 | 8.89 |
| Yield(%) | 0.00 | 1.30 | 9.32 | 6.52 | 3.92 | 4.10 | 3.08 | 4.73 | 0.00 | 1.41 | 0.00 | 22.05 | 0.87 | 0.16 | 0.84 | 3.20 | 3.18 | 0.85 | 0.36 | 1.60 | 2.33 | 1.40 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| BSVSX (BAIRD SMALLCAP VALUE FUND INVESTOR CLASS) |
-6.22%
Oct 2017 - Oct 2020 |
-1.91%
Mar 2015 - Mar 2020 |
1.68%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSVSX (BAIRD SMALLCAP VALUE FUND INVESTOR CLASS) |
14.75%
Jun 2012 - Jun 2015 |
13.00%
Nov 2012 - Nov 2017 |
6.90%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart