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Baird Intermediate Bond Fund (BIMSX)

Mutual Fund · Currency in USD · Last updated Mar 21, 2023

The fund normally invests at least 80% of its net assets in the following types of U.S. dollar-denominated debt obligations: U.S. government and other public-sector agencies, asset-backed and mortgage-backed obligations of U.S. and foreign issuers and corporate debt of U.S. and foreign issuers.

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Baird Intermediate Bond Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,767 for a total return of roughly 107.67%. All prices are adjusted for splits and dividends.


0.00%5.00%10.00%NovemberDecember2023FebruaryMarch
3.02%
7.43%
BIMSX (Baird Intermediate Bond Fund)
Benchmark (^GSPC)

S&P 500

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Baird Intermediate Bond Fund

Return

Baird Intermediate Bond Fund had a return of 1.99% year-to-date (YTD) and -3.23% in the last 12 months. Over the past 10 years, Baird Intermediate Bond Fund had an annualized return of 1.31%, while the S&P 500 had an annualized return of 9.86%, indicating that Baird Intermediate Bond Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month1.15%-3.13%
Year-To-Date1.99%2.92%
6 months1.84%2.02%
1 year-3.23%-11.46%
5 years (annualized)1.28%7.79%
10 years (annualized)1.31%9.86%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20232.06%-1.74%
2022-2.79%-0.56%2.20%-0.04%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Baird Intermediate Bond Fund Sharpe ratio is -0.57. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-2.50-2.00-1.50-1.00-0.50NovemberDecember2023FebruaryMarch
-0.57
-0.45
BIMSX (Baird Intermediate Bond Fund)
Benchmark (^GSPC)

Dividend History

Baird Intermediate Bond Fund granted a 2.16% dividend yield in the last twelve months. The annual payout for that period amounted to $0.23 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.23$0.19$0.23$0.38$0.26$0.24$0.23$0.24$0.25$0.25$0.26$0.43

Dividend yield

2.16%1.82%1.94%3.21%2.32%2.35%2.22%2.41%2.59%2.62%2.80%4.61%

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
2023$0.02$0.02
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
2012$0.02$0.03$0.03$0.03$0.03$0.02$0.03$0.03$0.02$0.02$0.02$0.16

Drawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-8.63%
-17.62%
BIMSX (Baird Intermediate Bond Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Baird Intermediate Bond Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Baird Intermediate Bond Fund is 13.07%, recorded on Oct 20, 2022. The portfolio has not recovered from it yet.


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
-4.11%Nov 13, 200124Dec 17, 2001121Jun 12, 2002145
-3.58%May 3, 201387Sep 5, 2013150Apr 10, 2014237
-3.11%Nov 5, 201028Dec 15, 201095May 3, 2011123
-2.94%Sep 30, 201655Dec 16, 2016116Jun 6, 2017171
-2.81%Sep 11, 2017172May 16, 2018177Jan 30, 2019349

Volatility Chart

Current Baird Intermediate Bond Fund volatility is 9.33%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2023FebruaryMarch
9.33%
20.82%
BIMSX (Baird Intermediate Bond Fund)
Benchmark (^GSPC)