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Baird Mid Cap Growth Fund (BMDSX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS0570718215
CUSIP057071821
IssuerBaird
Inception DateDec 29, 2000
CategoryMid Cap Growth Equities
Min. Investment$2,500
Asset ClassEquity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

The Baird Mid Cap Growth Fund has a high expense ratio of 1.05%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%1.05%

Share Price Chart


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Compare to other instruments

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

Baird Mid Cap Growth Fund

Popular comparisons: BMDSX vs. IMCG, BMDSX vs. VBR

Performance

Performance Chart

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


200.00%300.00%400.00%500.00%OctoberNovemberDecember2024FebruaryMarch
516.41%
282.56%
BMDSX (Baird Mid Cap Growth Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Baird Mid Cap Growth Fund had a return of 4.59% year-to-date (YTD) and 15.20% in the last 12 months. Over the past 10 years, Baird Mid Cap Growth Fund had an annualized return of 10.10%, while the S&P 500 had an annualized return of 10.89%, indicating that Baird Mid Cap Growth Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date4.59%10.16%
1 month2.13%3.47%
6 months17.85%22.20%
1 year15.20%30.45%
5 years (annualized)11.27%13.16%
10 years (annualized)10.10%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.67%5.41%
2023-4.59%-5.87%-6.83%10.86%9.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) 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
BMDSX
Baird Mid Cap Growth Fund
1.04
^GSPC
S&P 500
2.79

Sharpe Ratio

The current Baird Mid Cap Growth Fund Sharpe ratio is 1.04. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.04
2.79
BMDSX (Baird Mid Cap Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Baird Mid Cap Growth Fund granted a 2.34% dividend yield in the last twelve months. The annual payout for that period amounted to $0.55 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.55$0.55$0.34$4.82$2.64$1.24$1.11$0.89$0.00$0.02$0.16$0.31

Dividend yield

2.34%2.44%1.79%17.82%10.09%5.77%6.62%4.87%0.00%0.15%1.07%2.14%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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
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
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.64
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
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
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
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
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
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16
2013$0.31

Drawdowns

Drawdowns Chart

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


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-12.96%
0
BMDSX (Baird Mid Cap Growth Fund)
Benchmark (^GSPC)

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 12.96%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.96%Oct 11, 2007353Mar 9, 2009445Dec 10, 2010798
-36.24%Nov 17, 2021146Jun 16, 2022
-34.67%Feb 20, 202023Mar 23, 202079Jul 15, 2020102
-33.53%Feb 2, 2001523Mar 11, 2003418Nov 5, 2004941
-22%Jul 8, 201161Oct 3, 201178Jan 25, 2012139

Volatility

Volatility Chart

The current Baird Mid Cap Growth Fund volatility is 3.50%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%OctoberNovemberDecember2024FebruaryMarch
3.50%
2.80%
BMDSX (Baird Mid Cap Growth Fund)
Benchmark (^GSPC)