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Nasdaq - Delayed Quote USD
Baird Ultra Short Bond Investor (BUBSX)
10.15
0.00
(0.00%)
At close: April 4 at 8:00:08 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.24% |
| 5y Average Return | 2.94% |
| Number of Years Up | 10 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 3, 2025) | 5.46% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 5.46% |
| Worst 3Y Total Return | 0.77% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BUBSX
Category
- YTD
- 1.14%
- 0.23%
- 1-Month
- 0.36%
- 0.00%
- 3-Month
- 1.14%
- 0.13%
- 1-Year
- 5.22%
- 0.98%
- 3-Year
- 4.38%
- 1.85%
- 5-Year
- 2.96%
- 1.66%
- 10-Year
- 2.09%
- 1.19%
- Last Bull Market
- 3.38%
- 1.14%
- Last Bear Market
- -0.04%
- -0.10%
Annual Total Return (%) History
Year
BUBSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.14% | -- | -- | -- |
| 2024 | 1.38% | 1.21% | 1.71% | 1.06% |
| 2023 | 1.19% | 1.10% | 1.45% | 1.58% |
| 2022 | -0.42% | -0.04% | 0.16% | 1.01% |
| 2021 | 0.09% | -0.03% | 0.04% | -0.16% |
| 2020 | -0.56% | 1.98% | 0.22% | 0.03% |
| 2019 | 0.93% | 0.83% | 0.58% | 0.50% |
| 2018 | 0.22% | 0.44% | 0.63% | 0.31% |
| 2017 | 0.19% | 0.33% | 0.26% | 0.26% |
| 2016 | 0.29% | 0.51% | 0.29% | 0.22% |
| 2015 | 0.31% | 0.11% | -0.17% | -0.10% |
| 2014 | 0.72% | 0.30% | -0.05% | -0.10% |
Rank in Category (By Total Return)
| YTD | 55 |
| 1-Month | 33 |
| 3-Month | 55 |
| 1-Year | 69 |
| 3-Year | 58 |
| 5-Year | 63 |
Load Adjusted Returns
| 1-Year | 5.22% |
| 3-Year | 4.38% |
| 5-Year | 2.96% |
| 10-Year | 2.09% |
Performance & Risk
| YTD Return | 1.24% |
| 5y Average Return | 2.94% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | Ultrashort Bond |
| Fund Family | Baird |
| Net Assets | 8.12B |
| YTD Return | 1.14% |
| Yield | 4.90% |
| 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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