BAGSX vs. BSGSX
Compare and contrast key facts about Baird Aggregate Bond Fund (BAGSX) and Baird Small/Mid Cap Growth Fund (BSGSX).
BAGSX is managed by Baird. It was launched on Sep 29, 2000. BSGSX is managed by Baird. It was launched on Oct 31, 2018.
Performance
BAGSX vs. BSGSX - Performance Comparison
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BAGSX vs. BSGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BAGSX Baird Aggregate Bond Fund | -0.31% | 7.11% | 1.63% | 6.12% | -13.52% | -1.74% | 8.42% | 9.17% | 2.40% |
BSGSX Baird Small/Mid Cap Growth Fund | -8.75% | -8.97% | 7.56% | 10.60% | -27.31% | 18.01% | 46.76% | 36.69% | -11.04% |
Returns By Period
In the year-to-date period, BAGSX achieves a -0.31% return, which is significantly higher than BSGSX's -8.75% return.
BAGSX
- 1D
- 0.59%
- 1M
- -2.07%
- YTD
- -0.31%
- 6M
- 0.69%
- 1Y
- 4.01%
- 3Y*
- 3.80%
- 5Y*
- 0.26%
- 10Y*
- 1.81%
BSGSX
- 1D
- -1.47%
- 1M
- -10.67%
- YTD
- -8.75%
- 6M
- -7.86%
- 1Y
- -7.01%
- 3Y*
- -3.24%
- 5Y*
- -3.83%
- 10Y*
- —
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BAGSX vs. BSGSX - Expense Ratio Comparison
BAGSX has a 0.55% expense ratio, which is lower than BSGSX's 1.10% expense ratio.
Return for Risk
BAGSX vs. BSGSX — Risk / Return Rank
BAGSX
BSGSX
BAGSX vs. BSGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund (BAGSX) and Baird Small/Mid Cap Growth Fund (BSGSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BAGSX | BSGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | -0.35 | +1.34 |
Sortino ratioReturn per unit of downside risk | 1.42 | -0.37 | +1.79 |
Omega ratioGain probability vs. loss probability | 1.18 | 0.95 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | -0.66 | +2.44 |
Martin ratioReturn relative to average drawdown | 5.16 | -2.12 | +7.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAGSX | BSGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | -0.35 | +1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | -0.18 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.25 | +0.68 |
Correlation
The correlation between BAGSX and BSGSX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BAGSX vs. BSGSX - Dividend Comparison
BAGSX's dividend yield for the trailing twelve months is around 3.76%, while BSGSX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAGSX Baird Aggregate Bond Fund | 3.76% | 3.69% | 3.62% | 3.10% | 2.33% | 1.68% | 3.02% | 2.41% | 2.53% | 2.21% | 1.96% | 2.14% |
BSGSX Baird Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.69% | 3.14% | 3.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BAGSX vs. BSGSX - Drawdown Comparison
The maximum BAGSX drawdown since its inception was -18.97%, smaller than the maximum BSGSX drawdown of -36.33%. Use the drawdown chart below to compare losses from any high point for BAGSX and BSGSX.
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Drawdown Indicators
| BAGSX | BSGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.97% | -36.33% | +17.36% |
Max Drawdown (1Y)Largest decline over 1 year | -2.64% | -13.63% | +10.99% |
Max Drawdown (5Y)Largest decline over 5 years | -18.84% | -36.33% | +17.49% |
Max Drawdown (10Y)Largest decline over 10 years | -18.97% | — | — |
Current DrawdownCurrent decline from peak | -2.14% | -32.40% | +30.26% |
Average DrawdownAverage peak-to-trough decline | -2.53% | -16.29% | +13.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 4.21% | -3.29% |
Volatility
BAGSX vs. BSGSX - Volatility Comparison
The current volatility for Baird Aggregate Bond Fund (BAGSX) is 1.64%, while Baird Small/Mid Cap Growth Fund (BSGSX) has a volatility of 6.56%. This indicates that BAGSX experiences smaller price fluctuations and is considered to be less risky than BSGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAGSX | BSGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 6.56% | -4.92% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 12.29% | -9.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.27% | 20.80% | -16.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 21.56% | -15.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.89% | 23.52% | -18.63% |