PortfoliosLab logo
Baird Equity Opportunity Fund (BSVSX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0570717555

CUSIP

057071755

Issuer

Baird

Inception Date

May 1, 2012

Min. Investment

$2,500

Asset Class

Equity

Asset Class Size

Small-Cap

Asset Class Style

Blend

Expense Ratio

BSVSX has a high expense ratio of 1.50%, indicating above-average management fees.


Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Baird Equity Opportunity Fund

Popular comparisons:
BSVSX vs. VBR BSVSX vs. SCHJ
Popular comparisons:

Performance

Performance Chart


Loading data...

S&P 500

Returns By Period

Baird Equity Opportunity Fund (BSVSX) returned -8.03% year-to-date (YTD) and 14.66% over the past 12 months. Over the past 10 years, BSVSX returned 5.37% annually, underperforming the S&P 500 benchmark at 10.85%.


BSVSX

YTD

-8.03%

1M

8.06%

6M

-11.23%

1Y

14.66%

3Y*

7.52%

5Y*

11.00%

10Y*

5.37%

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of BSVSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.13%-6.70%-9.26%-4.37%8.06%-8.03%
2024-2.95%2.26%4.27%-6.87%3.92%2.72%4.63%-0.63%1.34%1.95%16.01%-3.49%23.73%
202310.64%-0.54%-0.47%-2.51%-2.81%5.87%5.39%-7.41%-6.73%-9.27%14.76%9.07%13.56%
2022-4.93%-0.12%0.78%-5.68%0.69%-8.98%9.31%-1.44%-9.41%12.42%2.12%-5.69%-12.58%
2021-0.07%3.80%5.22%3.78%0.23%-1.19%-0.17%1.32%-2.56%4.78%-1.89%4.79%19.10%
2020-0.69%-7.31%-20.87%9.97%2.27%0.00%1.15%2.95%-5.72%0.70%17.70%7.63%2.58%
201910.53%0.00%0.49%2.26%-4.62%4.57%0.26%-2.28%1.46%1.70%2.97%0.50%18.53%
20181.53%-3.31%-1.44%-2.01%5.47%1.30%0.58%3.41%-2.68%-10.11%-1.66%-7.96%-16.58%
2017-1.62%1.99%0.20%1.07%-0.33%1.87%-1.50%3.72%5.89%2.30%3.55%-0.37%17.80%
2016-5.70%1.47%5.39%-1.37%3.02%3.38%2.32%-0.78%0.50%-3.35%5.16%4.54%14.84%
2015-6.68%4.98%3.48%-1.86%3.21%-0.35%-1.91%-4.41%-0.61%3.50%0.44%-4.54%-5.37%
2014-3.43%3.63%1.57%-2.53%-0.36%4.28%-6.19%6.37%-5.92%4.00%-1.00%0.65%0.14%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BSVSX is 40, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BSVSX is 4040
Overall Rank
The Sharpe Ratio Rank of BSVSX is 3838
Sharpe Ratio Rank
The Sortino Ratio Rank of BSVSX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of BSVSX is 4040
Omega Ratio Rank
The Calmar Ratio Rank of BSVSX is 4545
Calmar Ratio Rank
The Martin Ratio Rank of BSVSX is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Baird Equity Opportunity Fund (BSVSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Baird Equity Opportunity Fund Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: 0.57
  • 5-Year: 0.48
  • 10-Year: 0.25
  • All Time: 0.37

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Baird Equity Opportunity Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Baird Equity Opportunity Fund provided a 1.24% dividend yield over the last twelve months, with an annual payout of $0.18 per share.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.18$0.18$0.00$3.92$0.80$0.85$0.11$0.55$0.48$0.11$0.05$0.22

Dividend yield

1.24%1.14%0.00%33.67%4.55%5.49%0.71%4.03%2.80%0.73%0.38%1.60%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$0.18$0.18
2023$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
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.92$3.92
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.80$0.80
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.85$0.85
2019$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.07$0.11
2018$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
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.48$0.48
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.11$0.11
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.05
2014$0.22$0.22

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.


Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the Baird Equity Opportunity 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 Equity Opportunity Fund was 42.57%, occurring on Mar 18, 2020. Recovery took 214 trading sessions.

The current Baird Equity Opportunity Fund drawdown is 12.97%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.57%Sep 4, 2018387Mar 18, 2020214Jan 22, 2021601
-26.83%Jan 31, 202547Apr 8, 2025
-23.79%Jul 14, 202376Oct 30, 2023174Jul 11, 2024250
-22.25%Nov 10, 2021151Jun 16, 2022267Jul 12, 2023418
-19.17%Jun 24, 2015159Feb 9, 2016210Dec 7, 2016369
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...