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Baird Intermediate Bond Fund (BIMSX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS0570717068
CUSIP057071706
IssuerBaird
Inception DateSep 29, 2000
CategoryIntermediate Core Bond
Min. Investment$2,500
Asset ClassBond

Expense Ratio

The Baird Intermediate Bond Fund has a high expense ratio of 0.55%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.55%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with BIMSX

Baird Intermediate Bond Fund

Popular comparisons: BIMSX vs. VCIT, BIMSX vs. BAGSX, BIMSX vs. FBND, BIMSX vs. FBNDX, BIMSX vs. PIMIX, BIMSX vs. WOBDX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Baird Intermediate Bond Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%250.00%300.00%OctoberNovemberDecember2024FebruaryMarch
115.11%
287.36%
BIMSX (Baird Intermediate Bond Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Baird Intermediate Bond Fund had a return of 0.11% year-to-date (YTD) and 3.65% in the last 12 months. Over the past 10 years, Baird Intermediate Bond Fund had an annualized return of 1.63%, while the S&P 500 had an annualized return of 10.96%, indicating that Baird Intermediate Bond Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date0.11%10.04%
1 month0.85%3.53%
6 months4.95%22.79%
1 year3.65%32.16%
5 years (annualized)1.14%13.15%
10 years (annualized)1.63%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.31%-0.95%
20230.05%-1.09%-0.49%2.69%2.39%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Baird Intermediate Bond Fund (BIMSX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BIMSX
Baird Intermediate Bond Fund
0.82
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Baird Intermediate Bond Fund Sharpe ratio is 0.82. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
0.82
2.76
BIMSX (Baird Intermediate Bond Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Baird Intermediate Bond Fund granted a 2.99% dividend yield in the last twelve months. The annual payout for that period amounted to $0.32 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.32$0.31$0.19$0.23$0.38$0.26$0.24$0.23$0.24$0.25$0.25$0.26

Dividend yield

2.99%2.81%1.81%1.90%3.08%2.16%2.14%1.98%2.11%2.21%2.20%2.30%

Monthly Dividends

The table displays the monthly dividend distributions for Baird Intermediate Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.02$0.03
2023$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.03$0.02$0.03$0.03$0.03
2022$0.01$0.01$0.01$0.01$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.03
2021$0.01$0.02$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.09
2020$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.17
2019$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03
2018$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03
2017$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.01$0.02$0.02$0.03
2016$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.05
2015$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.06
2014$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.04
2013$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.04

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-5.35%
0
BIMSX (Baird Intermediate Bond Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Baird Intermediate Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Baird Intermediate Bond Fund was 13.07%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current Baird Intermediate Bond Fund drawdown is 5.35%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-13.07%Jan 5, 2021453Oct 20, 2022
-6.98%Jan 24, 2008196Oct 31, 2008143May 29, 2009339
-5.16%Mar 9, 202012Mar 24, 202042May 22, 202054
-4.28%Mar 18, 200440May 13, 200488Sep 20, 2004128
-4.24%Jun 16, 200342Aug 14, 2003102Jan 9, 2004144

Volatility

Volatility Chart

The current Baird Intermediate Bond Fund volatility is 0.80%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%OctoberNovemberDecember2024FebruaryMarch
0.80%
2.82%
BIMSX (Baird Intermediate Bond Fund)
Benchmark (^GSPC)