Nasdaq - Delayed Quote • USD
Baird Small/Mid Cap Growth Institutional (BSGIX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.38% |
| 5y Average Return | 7.35% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Sep 9, 2024) | 44.57% |
| Worst 1Y Total Return (Sep 9, 2024) | -- |
| Best 3Y Total Return | 44.57% |
| Worst 3Y Total Return | -1.47% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BSGIX
Category
- YTD
- -0.12%
- 10.80%
- 1-Month
- 0.63%
- 4.43%
- 3-Month
- 3.10%
- 7.00%
- 1-Year
- 1.65%
- 48.17%
- 3-Year
- -6.89%
- 21.26%
- 5-Year
- 7.93%
- 20.18%
- 10-Year
- 0.00%
- 14.07%
- Last Bull Market
- 19.33%
- 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% | -- | -- |
| 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 | 95 |
| 1-Month | 82 |
| 3-Month | 66 |
| 1-Year | 100 |
| 3-Year | 82 |
| 5-Year | 77 |
Load Adjusted Returns
| 1-Year | 1.65% |
| 3-Year | -6.89% |
| 5-Year | 7.93% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -3.38% |
| 5y Average Return | 7.35% |
| Rank in Category (ytd) | 95 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Baird |
| Net Assets | 167.68M |
| YTD Return | -0.12% |
| 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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