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Nasdaq - Delayed Quote USD

Baird Chautauqua Global Growth Inv (CCGSX)

24.31
+0.43
+(1.80%)
At close: 8:00:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.31%
5y Average Return 12.80%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 1, 2025) 37.94%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 37.94%
Worst 3Y Total Return 1.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CCGSX
Category
YTD
0.64%
9.95%
1-Month
-4.86%
2.98%
3-Month
0.64%
8.22%
1-Year
7.03%
40.81%
3-Year
5.88%
19.17%
5-Year
14.39%
18.49%
10-Year
0.00%
11.83%
Last Bull Market
15.22%
21.12%
Last Bear Market
-15.96%
-20.34%

Annual Total Return (%) History

Year
CCGSX
Category
2025
--
--
2024
16.07%
--
2023
16.01%
--
2022
-20.32%
--
2021
12.64%
--
2020
37.94%
32.67%
2019
29.73%
30.40%
2018
-14.86%
-7.79%

2017
37.29%
30.22%
2016
--
2.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.64% -- -- --
2024 9.15% 4.12% 5.25% -2.96%
2023 9.29% 2.23% -5.73% 10.14%
2022 -9.02% -15.96% -6.54% 11.50%
2021 2.43% 6.97% 0.18% 2.62%
2020 -14.35% 24.39% 10.20% 17.49%
2019 16.31% 4.98% -2.12% 8.55%
2018 0.52% 0.07% 4.31% -18.87%
2017 10.81% 7.61% 8.49% 6.13%
2016 9.73% -5.88% -- --

Rank in Category (By Total Return)

YTD 11
1-Month 39
3-Month 11
1-Year 16
3-Year 37
5-Year 29

Load Adjusted Returns

1-Year 7.03%
3-Year 5.88%
5-Year 14.39%
10-Year --

Performance & Risk

YTD Return 2.31%
5y Average Return 12.80%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Baird
Net Assets 373.01M
YTD Return 0.64%
Yield 0.17%
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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