Nasdaq - Delayed Quote • USD
Baird Small/Mid Cap Growth Institutional (BSGIX)
At close: 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 44.57% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BSGIX | Category Average | BSGIX | Category Average | BSGIX | Category Average | |
| Alpha | -15.83 | 0.01 | -7.08 | 0.01 | -- | -0.02 |
| BETA | 1.05 | 0.01 | 1.04 | 0.01 | -- | 0.01 |
| Mean Annual Return | -0.41 | 0.02 | 0.83 | 0.02 | -- | 0.01 |
| R-squared | 78.5 | 0.82 | 75.5 | 0.79 | -- | 0.8 |
| Standard Deviation | 21 | 0.23 | 21.49 | 0.19 | -- | 0.17 |
| Sharpe Ratio | -0.41 | 0.01 | 0.35 | 0.01 | -- | 0.01 |
| Treynor Ratio | -10.14 | 0.18 | 5.3 | 0.17 | -- | 0.12 |
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