BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX)

Basic Info 10.72 0.01(0.09%)
May 07

BAIRD INTERMEDIATE BOND FUND INVESTOR started on 10/24/2000
BAIRD INTERMEDIATE BOND FUND INVESTOR is classified as asset class Intermediate-Term Bond
BAIRD INTERMEDIATE BOND FUND INVESTOR expense ratio is 0.55%
BAIRD INTERMEDIATE BOND FUND INVESTOR rating is
(59%)

BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) Dividend Info

BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) dividend growth in the last 12 months is 39.57%

The trailing 12-month yield of BAIRD INTERMEDIATE BOND FUND INVESTOR is 3.06%. its dividend history:

DateDividend
04/25/2024 0.029
03/26/2024 0.031
02/26/2024 0.027
01/26/2024 0.024
12/28/2023 0.035
11/27/2023 0.03
10/24/2023 0.028
09/25/2023 0.025
08/24/2023 0.025
07/25/2023 0.026
06/26/2023 0.024
05/25/2023 0.024
04/25/2023 0.024
03/27/2023 0.023
02/24/2023 0.022
01/25/2023 0.018
12/28/2022 0.026
11/23/2022 0.019
10/25/2022 0.021
09/23/2022 0.018
08/23/2022 0.017
07/25/2022 0.016
06/23/2022 0.016
05/24/2022 0.015
04/25/2022 0.013
03/25/2022 0.011
02/24/2022 0.013
01/25/2022 0.009
12/28/2021 0.013
12/16/2021 0.078
11/24/2021 0.011
10/26/2021 0.012
09/24/2021 0.011
08/25/2021 0.011
07/27/2021 0.012
06/25/2021 0.012
05/25/2021 0.013
04/26/2021 0.013
03/25/2021 0.012
02/25/2021 0.015
01/26/2021 0.012
12/28/2020 0.019
12/17/2020 0.156
11/24/2020 0.017
10/26/2020 0.016
09/25/2020 0.018
08/25/2020 0.018
07/27/2020 0.018
06/26/2020 0.019
05/27/2020 0.021
04/27/2020 0.02
03/26/2020 0.02
02/25/2020 0.022
01/27/2020 0.016
12/26/2019 0.027
11/25/2019 0.02
10/25/2019 0.021
09/25/2019 0.022
08/26/2019 0.021
07/25/2019 0.021
06/25/2019 0.022
05/28/2019 0.021
04/25/2019 0.023
03/25/2019 0.02
02/25/2019 0.021
01/25/2019 0.017
12/26/2018 0.029
11/26/2018 0.021
10/25/2018 0.021
09/25/2018 0.021
08/27/2018 0.02
07/25/2018 0.021
06/25/2018 0.019
05/25/2018 0.019
04/25/2018 0.02
03/26/2018 0.017
02/26/2018 0.018
01/25/2018 0.015
12/26/2017 0.03
11/27/2017 0.019
10/25/2017 0.02
09/25/2017 0.015
08/25/2017 0.019
07/25/2017 0.019
06/26/2017 0.018
05/25/2017 0.018
04/25/2017 0.019
03/27/2017 0.018
02/27/2017 0.019
01/25/2017 0.014
11/25/2016 0.017
10/25/2016 0.017
09/26/2016 0.018
08/25/2016 0.019
07/25/2016 0.017
06/27/2016 0.018
05/25/2016 0.019
04/25/2016 0.017
03/28/2016 0.018
02/25/2016 0.02
01/25/2016 0.013
12/28/2015 0.057
11/25/2015 0.019
10/26/2015 0.016
09/25/2015 0.018
08/25/2015 0.018
07/27/2015 0.018
06/25/2015 0.02
05/26/2015 0.017
04/27/2015 0.019
03/25/2015 0.018
02/25/2015 0.02
01/28/2015 0.014
01/26/2015 0.014
12/26/2014 0.04
11/25/2014 0.019
10/27/2014 0.019
09/25/2014 0.021
08/25/2014 0.018
07/25/2014 0.018
06/25/2014 0.021
05/27/2014 0.019
04/25/2014 0.021
03/25/2014 0.02
02/25/2014 0.022
01/27/2014 0.016
12/26/2013 0.044
11/25/2013 0.02
10/25/2013 0.02
09/25/2013 0.021
08/26/2013 0.019
07/25/2013 0.019
06/25/2013 0.02
05/28/2013 0.02
04/25/2013 0.023
03/25/2013 0.021
02/25/2013 0.02
01/25/2013 0.017
12/26/2012 0.156
11/26/2012 0.024
10/25/2012 0.024
09/25/2012 0.025
08/27/2012 0.025
07/25/2012 0.027
06/25/2012 0.025
05/25/2012 0.026
04/25/2012 0.028
03/26/2012 0.026
02/27/2012 0.027
01/25/2012 0.022
12/27/2011 0.115
11/28/2011 0.03
10/25/2011 0.029
09/26/2011 0.027
08/25/2011 0.031
07/25/2011 0.027
06/27/2011 0.03
05/25/2011 0.033
04/25/2011 0.029
03/25/2011 0.03
02/25/2011 0.032
01/25/2011 0.026
12/27/2010 0.13
11/26/2010 0.037
10/25/2010 0.031
09/27/2010 0.034
08/25/2010 0.035
07/26/2010 0.033
06/25/2010 0.035
05/25/2010 0.035
03/25/2010 0.033
02/25/2010 0.042
01/25/2010 0.026
12/28/2009 0.063
11/25/2009 0.04
10/26/2009 0.039
09/25/2009 0.041
08/25/2009 0.039
07/27/2009 0.038
06/25/2009 0.042
05/26/2009 0.04
04/27/2009 0.042
03/25/2009 0.041
02/25/2009 0.044
01/26/2009 0.03
12/26/2008 0.052
11/25/2008 0.043
10/27/2008 0.04
09/25/2008 0.043
08/25/2008 0.038
07/25/2008 0.047
06/25/2008 0.046
05/27/2008 0.038
04/25/2008 0.042
03/25/2008 0.042
02/25/2008 0.042
01/25/2008 0.036
12/26/2007 0.092
11/26/2007 0.039
10/25/2007 0.044
09/25/2007 0.043
08/27/2007 0.043
07/25/2007 0.044
06/25/2007 0.041
05/25/2007 0.042
04/25/2007 0.046
03/26/2007 0.038
02/26/2007 0.042
01/25/2007 0.041
12/26/2006 0.044
11/27/2006 0.042
10/25/2006 0.042
09/25/2006 0.039
08/25/2006 0.042
07/25/2006 0.042
06/26/2006 0.041
05/25/2006 0.041
04/25/2006 0.042
03/27/2006 0.034
02/27/2006 0.037
01/25/2006 0.036
12/27/2005 0.039
11/25/2005 0.037
10/25/2005 0.036
09/26/2005 0.034
08/25/2005 0.04
07/25/2005 0.034
06/27/2005 0.039
05/25/2005 0.039
04/25/2005 0.036
03/28/2005 0.033
02/25/2005 0.037
01/25/2005 0.038
12/23/2004 0.032
11/26/2004 0.039
10/25/2004 0.033
09/27/2004 0.035
08/25/2004 0.039
07/26/2004 0.038
06/25/2004 0.039
05/25/2004 0.041
04/26/2004 0.037
03/25/2004 0.036
02/25/2004 0.039
01/25/2001 0.056
12/26/2000 0.051
11/27/2000 0.037
10/25/2000 0.017

Dividend Growth History for BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.304 2.87% 56.70% -
2022 $0.194 1.65% -13.78% 56.70%
2021 $0.225 1.84% -40.79% 16.24%
2020 $0.38 3.22% 48.44% -7.17%
2019 $0.256 2.27% 6.22% 4.39%
2018 $0.241 2.10% 5.70% 4.75%
2017 $0.228 1.99% 18.13% 4.91%
2016 $0.193 1.69% -27.99% 6.71%
2015 $0.268 2.32% 5.51% 1.59%
2014 $0.254 2.22% -3.79% 2.02%
2013 $0.264 2.25% -39.31% 1.42%
2012 $0.435 3.80% -0.91% -3.20%
2011 $0.439 3.90% -6.79% -3.02%
2010 $0.471 4.29% -5.61% -3.31%
2009 $0.499 4.84% -1.96% -3.48%
2008 $0.509 4.62% -8.29% -3.38%
2007 $0.555 5.11% 15.15% -3.69%
2006 $0.482 4.43% 9.05% -2.67%
2005 $0.442 3.97% 8.33% -2.06%
2004 $0.408 3.67% - -1.54%
2001 $0.056 0.53% -46.67% 7.99%
2000 $0.105 1.02% - 4.73%

Dividend Growth Chart for BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX)

BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) Historical Returns And Risk Info

From 01/30/2001 to 05/07/2024, the compound annualized total return (dividend reinvested) of BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) is 2.818%. Its cumulative total return (dividend reinvested) is 90.674%.

From 01/30/2001 to 05/07/2024, the Maximum Drawdown of BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) is 13.0%.

From 01/30/2001 to 05/07/2024, the Sharpe Ratio of BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) is 0.56.

From 01/30/2001 to 05/07/2024, the Annualized Standard Deviation of BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) is 3.4%.

From 01/30/2001 to 05/07/2024, the Beta of BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) is 0.59.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
01/30/2001		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return(%) 0.8 -0.5 1.5 -1.5 1.0 1.5 2.9 3.1 2.8 5.5 -8.9 -1.6 7.2 6.8 0.3 2.5 2.1 0.9 3.3 -0.4 6.2 5.8 7.0 11.5 -1.3 6.3 4.5 1.6 3.4 0.4 3.9 2.0 3.7
Sharpe Ratio NA -1.31 -0.55 -0.87 -0.15 0.13 NA NA 0.56 0.26 -2.05 -0.72 2.16 2.1 -0.53 0.93 0.77 0.33 1.62 -0.18 3.31 1.97 2.02 2.63 -0.42 1.1 0.54 -0.24 0.68 -0.08 0.69 -0.09 6.39
Draw Down(%) NA 2.0 3.6 12.9 13.0 13.0 NA NA 13.0 3.6 11.6 2.1 5.2 1.5 2.1 1.1 3.1 1.6 1.2 3.6 0.9 1.5 3.1 1.7 7.0 1.6 1.2 2.1 4.3 5.2 2.6 4.7 0.4
Standard Deviation(%) NA 3.8 4.2 4.4 3.9 3.2 NA NA 3.4 4.9 5.0 2.2 3.2 2.6 1.9 2.0 2.5 2.7 2.0 2.4 1.9 2.9 3.4 4.3 5.4 3.0 2.2 2.5 3.6 4.4 4.1 4.3 2.7
Treynor Ratio NA -0.08 -0.04 -0.07 -0.01 0.01 NA NA 0.03 0.02 -0.18 -0.03 0.13 0.08 -0.02 0.03 0.03 0.02 0.06 -0.01 0.12 0.11 0.11 0.2 -0.04 0.06 0.02 -0.01 0.03 0.0 0.04 -0.01 0.4
Alpha NA 0.0 -0.01 0.0 0.0 0.0 NA NA 0.0 0.0 -0.01 0.0 0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.01 0.01 0.0 0.01 0.01 0.01 0.0 0.0 0.0 -0.02 -0.01 -0.02 0.03
Beta NA 0.6 0.56 0.57 0.57 0.57 NA NA 0.59 0.59 0.56 0.54 0.55 0.7 0.56 0.6 0.55 0.58 0.59 0.57 0.5 0.54 0.6 0.56 0.6 0.57 0.53 0.58 0.7 0.75 0.67 0.57 0.44
RSquare NA 0.89 0.88 0.87 0.86 0.82 NA NA 0.78 0.85 0.9 0.85 0.79 0.8 0.61 0.67 0.65 0.81 0.77 0.8 0.68 0.79 0.83 0.81 0.75 0.77 0.72 0.75 0.86 0.76 0.76 0.67 0.52
Yield(%) N/A 1.0 3.0 2.2 2.4 2.2 3.0 3.2 N/A 2.7 1.7 1.7 3.4 2.2 2.2 2.0 1.8 2.4 2.3 2.2 3.8 4.0 4.4 4.8 4.6 5.0 4.3 4.0 3.8 0.0 0.0 0.6 1.1
Dividend Growth(%) N/A -62.1 40.2 -9.0 17.0 -42.5 N/A N/A N/A 45.0 -4.8 -47.5 60.0 0.0 8.7 9.5 -25.0 7.7 0.0 -39.5 -4.4 -6.2 -2.0 -3.9 -5.6 14.9 4.4 7.1 N/A N/A -100.0 -45.5 N/A

Return Calculator for BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX)

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BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) Historical Return Chart

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BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/30/2001 to 05/07/2024, the worst annualized return of 3-year rolling returns for BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) is -3.23%.
From 01/30/2001 to 05/07/2024, the worst annualized return of 5-year rolling returns for BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) is 0.24%.
From 01/30/2001 to 05/07/2024, the worst annualized return of 10-year rolling returns for BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) is 1.17%.
From 01/30/2001 to 05/07/2024, the worst annualized return of 20-year rolling returns for BAIRD INTERMEDIATE BOND FUND INVESTOR (BIMSX) is 2.9%.

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