Nasdaq - Delayed Quote USD
Baird Chautauqua Global Growth Instl (CCGIX)
At close: 8:00:11 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 18.24% |
| 5y Average Return | 11.36% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Dec 23, 2024) | 37.97% |
| Worst 1Y Total Return (Dec 23, 2024) | -- |
| Best 3Y Total Return | 37.97% |
| Worst 3Y Total Return | 1.62% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CCGIX
Category
- YTD
- 21.00%
- 9.95%
- 1-Month
- 3.48%
- 2.98%
- 3-Month
- 2.96%
- 8.22%
- 1-Year
- 27.87%
- 40.81%
- 3-Year
- 4.68%
- 19.17%
- 5-Year
- 12.28%
- 18.49%
- 10-Year
- 0.00%
- 11.83%
- Last Bull Market
- 25.85%
- 21.12%
- Last Bear Market
- -15.91%
- -20.34%
Annual Total Return (%) History
Year
CCGIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.14% | 4.21% | 5.32% | -- |
| 2023 | 9.36% | 2.31% | -5.71% | 10.28% |
| 2022 | -8.94% | -15.91% | -6.48% | 11.57% |
| 2021 | 2.52% | 7.02% | 0.23% | 2.69% |
| 2020 | -14.31% | 24.11% | 10.33% | 17.58% |
| 2019 | 16.47% | 5.02% | -2.03% | 8.60% |
| 2018 | 0.60% | 0.15% | 4.29% | -18.81% |
| 2017 | 10.90% | 7.77% | 8.46% | 6.26% |
| 2016 | 9.72% | -5.88% | -- | -- |
Rank in Category (By Total Return)
| YTD | 37 |
| 1-Month | 56 |
| 3-Month | 49 |
| 1-Year | 35 |
| 3-Year | 35 |
| 5-Year | 30 |
Load Adjusted Returns
| 1-Year | 27.87% |
| 3-Year | 4.68% |
| 5-Year | 12.28% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 18.24% |
| 5y Average Return | 11.36% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | Baird |
| Net Assets | 383.51M |
| YTD Return | 21.00% |
| Yield | 0.34% |
| Morningstar Rating | |
| Inception Date | Apr 15, 2016 |
Fund Summary
The fund invests primarily in equity securities of both U.S. and non-U.S. companies with medium to large market capitalizations (i.e., those typically with market capitalizations in excess of U.S. $5 billion at the time of purchase). It will invest at least 40% of its total assets at the time of purchase in non-U.S. companies. The fund will normally be diversified among at least three different countries, including the United States. It invests in developed markets and emerging markets.
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