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Nasdaq - Delayed Quote USD
Baird Ultra Short Bond Institutional (BUBIX)
10.11
0.00
(0.00%)
At close: 6:45:08 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.20% |
| 5y Average Return | 3.16% |
| Number of Years Up | 11 |
| Number of Years Down | -- |
| Best 1Y Total Return (Mar 31, 2025) | 5.71% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 5.71% |
| Worst 3Y Total Return | 0.94% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BUBIX
Category
- YTD
- 0.82%
- 0.23%
- 1-Month
- 0.37%
- 0.00%
- 3-Month
- 1.19%
- 0.13%
- 1-Year
- 5.58%
- 0.98%
- 3-Year
- 4.44%
- 1.85%
- 5-Year
- 2.89%
- 1.66%
- 10-Year
- 2.29%
- 1.19%
- Last Bull Market
- 3.54%
- 1.14%
- Last Bear Market
- 0.03%
- -0.10%
Annual Total Return (%) History
Year
BUBIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.34% | 1.38% | 1.68% | 1.13% |
| 2023 | 1.15% | 1.27% | 1.42% | 1.76% |
| 2022 | -0.47% | 0.03% | 0.32% | 1.08% |
| 2021 | 0.04% | 0.13% | 0.01% | 0.01% |
| 2020 | -0.50% | 1.69% | 0.28% | 0.19% |
| 2019 | 0.98% | 0.80% | 0.64% | 0.66% |
| 2018 | 0.27% | 0.60% | 0.69% | 0.38% |
| 2017 | 0.33% | 0.30% | 0.34% | 0.33% |
| 2016 | 0.35% | 0.57% | 0.34% | 0.29% |
| 2015 | 0.27% | 0.18% | -0.11% | -0.04% |
| 2014 | 0.78% | 0.36% | 0.11% | -0.04% |
Rank in Category (By Total Return)
| YTD | 60 |
| 1-Month | 55 |
| 3-Month | 66 |
| 1-Year | 55 |
| 3-Year | 32 |
| 5-Year | 27 |
Load Adjusted Returns
| 1-Year | 5.58% |
| 3-Year | 4.44% |
| 5-Year | 2.89% |
| 10-Year | 2.29% |
Performance & Risk
| YTD Return | 1.20% |
| 5y Average Return | 3.16% |
| Rank in Category (ytd) | 60 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | Ultrashort Bond |
| Fund Family | Baird |
| Net Assets | 8B |
| YTD Return | 0.82% |
| Yield | 5.24% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2013 |
Fund Summary
The fund normally invests at least 80% of its net assets in bonds, including the following types of U.S. dollar-denominated debt obligations: U.S. government and other public-sector entities; asset-backed and mortgage-backed obligations of U.S. and foreign issuers; Corporate debt of U.S. and foreign issuers; money market instruments. It invests primarily in investment-grade debt obligations, rated at the time of purchase by at least one major rating agency, but may invest up to 10% of its net assets in high yield bonds.
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