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Baird Funds, Inc. - Baird Small/Mid Cap Value Fund (BMVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.99+0.01 (+0.06%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return11.13%
5-year average return0.00%
Number of years up4
Number of years down1
Best 1-yr total return (3 Feb 2019)21.48%
Worst 1-yr total return (3 Feb 2019)-15.11%
Best 3-yr total return21.48%
Worst 3-yr total return0.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBMVIXCategory
YTD16.64%20.19%
1-month-3.66%0.02%
3-month4.34%4.36%
1-year19.93%60.18%
3-year9.72%11.32%
5-year7.47%13.88%
10-year0.00%11.19%
Last bull market0.00%27.98%
Last bear market0.00%-24.08%

Annual total return (%) history

Year
BMVIXCategory
2021
N/AN/A
2020
0.48%10.99%
2019
18.23%23.75%
2018
-15.11%-12.72%
2017
21.48%12.28%
2016
8.91%20.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202110.33%N/AN/AN/A
2020-28.00%13.30%-0.90%24.29%
201910.94%2.23%-0.50%4.77%
2018-2.33%2.39%3.62%-18.08%
20172.62%3.22%7.98%6.20%
20160.21%3.88%0.71%3.89%

Rank in category (by total return)

YTD95
1-month90
3-month94
1-year95
3-year97
5-year97

Load adjusted returns

1-year38.41%
3-year4.26%
5-year7.57%
10-yearN/A