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

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.98+0.01 (+0.06%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return11.07%
5-year average return0.00%
Number of years up4
Number of years down1
Best 1-yr total return (3 Feb 2019)21.08%
Worst 1-yr total return (3 Feb 2019)-15.25%
Best 3-yr total return21.08%
Worst 3-yr total return0.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBMVSXCategory
YTD16.44%20.19%
1-month-3.64%0.02%
3-month4.30%4.36%
1-year19.73%60.18%
3-year9.40%11.32%
5-year7.19%13.88%
10-year0.00%11.19%
Last bull market0.00%27.98%
Last bear market0.00%-24.08%

Annual total return (%) history

Year
BMVSXCategory
2021
N/AN/A
2020
0.15%10.99%
2019
17.86%23.75%
2018
-15.25%-12.72%
2017
21.08%12.28%
2016
8.64%20.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202110.18%N/AN/AN/A
2020-28.04%13.25%-1.10%24.25%
201910.88%2.15%-0.59%4.67%
2018-2.34%2.31%3.55%-18.09%
20172.53%3.23%7.81%6.11%
20160.11%3.88%0.61%3.84%

Rank in category (by total return)

YTD95
1-month90
3-month94
1-year95
3-year98
5-year98

Load adjusted returns

1-year37.89%
3-year3.95%
5-year7.26%
10-yearN/A