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Nasdaq - Delayed Quote USD
Baird Small/Mid Cap Growth Institutional (BSGIX)
15.79
+0.28
+(1.81%)
At close: 6:45:08 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -10.66% |
| 5y Average Return | 10.34% |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Mar 31, 2025) | 44.57% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 44.57% |
| Worst 3Y Total Return | -4.48% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BSGIX
Category
- YTD
- -3.82%
- 10.80%
- 1-Month
- -7.42%
- 4.43%
- 3-Month
- -9.39%
- 7.00%
- 1-Year
- 3.36%
- 48.17%
- 3-Year
- -0.84%
- 21.26%
- 5-Year
- 8.33%
- 20.18%
- 10-Year
- 0.00%
- 14.07%
- Last Bull Market
- 21.65%
- 27.14%
- Last Bear Market
- -15.77%
- -21.26%
Annual Total Return (%) History
Year
BSGIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.88% | -5.71% | 6.83% | 5.12% |
| 2023 | 9.15% | 3.43% | -8.90% | 7.82% |
| 2022 | -15.10% | -15.77% | -0.56% | 2.45% |
| 2021 | 3.05% | 8.20% | 1.13% | 5.01% |
| 2020 | -18.52% | 33.43% | 12.08% | 18.63% |
| 2019 | 18.32% | 6.61% | 0.18% | 8.40% |
Rank in Category (By Total Return)
| YTD | 89 |
| 1-Month | 74 |
| 3-Month | 77 |
| 1-Year | 68 |
| 3-Year | 92 |
| 5-Year | 78 |
Load Adjusted Returns
| 1-Year | 3.36% |
| 3-Year | -0.84% |
| 5-Year | 8.33% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -10.66% |
| 5y Average Return | 10.34% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Baird |
| Net Assets | 179.97M |
| YTD Return | -3.82% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 31, 2018 |
Fund Summary
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of U.S. and foreign small- and mid-capitalization companies, principally common stocks and American Depositary Receipts ("ADRs") that are traded on major U.S. exchanges. It may invest up to 15% of its total assets in equity securities (consisting of common stocks, ordinary shares and ADRs) of foreign companies.
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