Baird Mid Cap Growth Fund (BMDSX)
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of U.S. and foreign mid-capitalization companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts ("ADRs") that are traded on major U.S. exchanges. Although the fund principally invests in U.S. companies, the fund may invest up to 15% of its total assets in equity securities (consisting of common stocks, ordinary shares and ADRs) of foreign companies.
Fund Info
US0570718215
057071821
Dec 29, 2000
$2,500
Mid-Cap
Growth
Expense Ratio
BMDSX has a high expense ratio of 1.05%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Baird Mid Cap Growth Fund (BMDSX) returned -5.55% year-to-date (YTD) and -2.97% over the past 12 months. Over the past 10 years, BMDSX returned 8.06% annually, underperforming the S&P 500 benchmark at 10.84%.
BMDSX
-5.55%
4.21%
-12.17%
-2.97%
2.28%
5.30%
8.06%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of BMDSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.11% | -6.16% | -6.66% | -0.10% | 4.69% | -5.55% | |||||||
| 2024 | -2.68% | 5.41% | 1.96% | -8.18% | 0.93% | -1.70% | 2.62% | 1.05% | 1.40% | -1.60% | 7.87% | -7.04% | -1.16% |
| 2023 | 9.96% | -0.76% | 1.96% | -0.94% | -1.80% | 7.51% | 1.52% | -4.59% | -5.87% | -6.83% | 10.87% | 9.41% | 19.90% |
| 2022 | -13.83% | -2.75% | 0.57% | -12.20% | 0.40% | -6.82% | 15.28% | -4.22% | -9.00% | 5.48% | 4.74% | -6.12% | -27.86% |
| 2021 | -2.33% | 3.05% | 0.68% | 5.68% | -2.03% | 4.07% | 5.34% | 4.68% | -5.32% | 7.13% | -2.15% | 1.94% | 21.81% |
| 2020 | 0.84% | -6.49% | -14.53% | 15.73% | 9.61% | 2.00% | 6.55% | 2.76% | -0.81% | 0.41% | 9.80% | 7.78% | 34.56% |
| 2019 | 8.89% | 7.34% | 1.22% | 5.35% | -4.64% | 6.33% | 2.31% | -0.28% | -0.28% | 0.09% | 4.08% | 1.49% | 35.94% |
| 2018 | 4.99% | -1.62% | 0.96% | -1.79% | 3.80% | 0.41% | 2.93% | 5.59% | 0.19% | -8.83% | 2.17% | -9.06% | -1.52% |
| 2017 | 3.31% | 3.72% | 1.36% | 2.80% | 2.49% | 1.33% | 1.83% | -0.90% | 2.55% | 1.66% | 2.88% | 0.89% | 26.62% |
| 2016 | -5.92% | -0.30% | 6.82% | 0.35% | 3.46% | -1.54% | 3.26% | 0.00% | -0.92% | -3.72% | 5.24% | -1.05% | 5.08% |
| 2015 | -3.07% | 6.41% | 1.17% | -1.86% | 1.57% | -0.06% | 1.54% | -5.95% | -3.70% | 4.20% | 0.20% | -3.60% | -3.80% |
| 2014 | -2.01% | 5.72% | -1.80% | -2.18% | 0.07% | 3.20% | -3.77% | 4.97% | -2.87% | 2.20% | 1.81% | -0.27% | 4.63% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BMDSX is 4, meaning it’s performing worse than 96% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Baird Mid Cap Growth Fund provided a 4.83% dividend yield over the last twelve months, with an annual payout of $0.97 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.97 | $0.97 | $0.55 | $0.34 | $4.82 | $2.65 | $1.24 | $1.11 | $0.89 | $0.00 | $0.02 | $0.16 |
Dividend yield | 4.83% | 4.56% | 2.44% | 1.79% | 17.82% | 10.09% | 5.77% | 6.62% | 4.87% | 0.00% | 0.15% | 1.07% |
Monthly Dividends
The table displays the monthly dividend distributions for Baird Mid Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.97 | $0.97 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.55 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.82 | $4.82 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.65 | $2.65 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.24 | $1.24 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $1.11 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $0.89 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2014 | $0.16 | $0.16 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Baird Mid Cap Growth 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 Mid Cap Growth Fund was 53.96%, occurring on Mar 9, 2009. Recovery took 445 trading sessions.
The current Baird Mid Cap Growth Fund drawdown is 22.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.96% | Oct 11, 2007 | 353 | Mar 9, 2009 | 445 | Dec 10, 2010 | 798 |
| -36.24% | Nov 17, 2021 | 146 | Jun 16, 2022 | — | — | — |
| -34.67% | Feb 20, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
| -33.53% | Feb 2, 2001 | 523 | Mar 11, 2003 | 418 | Nov 5, 2004 | 941 |
| -22% | Jul 8, 2011 | 61 | Oct 3, 2011 | 78 | Jan 25, 2012 | 139 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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