BMDSX vs. BAGIX
Compare and contrast key facts about Baird Mid Cap Growth Fund (BMDSX) and Baird Aggregate Bond Fund Class I (BAGIX).
BMDSX is managed by Baird. It was launched on Dec 29, 2000. BAGIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BMDSX vs. BAGIX - Performance Comparison
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BMDSX vs. BAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | -2.25% | 4.88% | -1.16% | 19.91% | -27.86% | 21.81% | 34.56% | 35.94% | -1.52% | 26.61% |
BAGIX Baird Aggregate Bond Fund Class I | -0.06% | 7.37% | 1.85% | 6.42% | -13.35% | -1.46% | 8.63% | 9.48% | -0.31% | 4.20% |
Returns By Period
In the year-to-date period, BMDSX achieves a -2.25% return, which is significantly lower than BAGIX's -0.06% return. Over the past 10 years, BMDSX has outperformed BAGIX with an annualized return of 9.74%, while BAGIX has yielded a comparatively lower 2.07% annualized return.
BMDSX
- 1D
- 3.12%
- 1M
- -7.09%
- YTD
- -2.25%
- 6M
- 8.66%
- 1Y
- 13.06%
- 3Y*
- 2.98%
- 5Y*
- 0.71%
- 10Y*
- 9.74%
BAGIX
- 1D
- 0.20%
- 1M
- -1.44%
- YTD
- -0.06%
- 6M
- 0.76%
- 1Y
- 4.14%
- 3Y*
- 4.12%
- 5Y*
- 0.47%
- 10Y*
- 2.07%
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BMDSX vs. BAGIX - Expense Ratio Comparison
BMDSX has a 1.05% expense ratio, which is higher than BAGIX's 0.30% expense ratio.
Return for Risk
BMDSX vs. BAGIX — Risk / Return Rank
BMDSX
BAGIX
BMDSX vs. BAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) and Baird Aggregate Bond Fund Class I (BAGIX). 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.
| BMDSX | BAGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 1.02 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.47 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.74 | -0.69 |
Martin ratioReturn relative to average drawdown | 2.82 | 5.08 | -2.26 |
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
| BMDSX | BAGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 1.02 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.08 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.43 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.98 | -0.63 |
Correlation
The correlation between BMDSX and BAGIX is -0.15. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BMDSX vs. BAGIX - Dividend Comparison
BMDSX's dividend yield for the trailing twelve months is around 28.40%, more than BAGIX's 4.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | 28.40% | 27.76% | 4.57% | 2.44% | 1.79% | 17.82% | 10.09% | 5.77% | 6.62% | 4.87% | 0.00% | 0.15% |
BAGIX Baird Aggregate Bond Fund Class I | 4.18% | 4.12% | 4.03% | 3.47% | 2.70% | 2.00% | 3.39% | 2.75% | 2.87% | 2.54% | 2.25% | 2.46% |
Drawdowns
BMDSX vs. BAGIX - Drawdown Comparison
The maximum BMDSX drawdown since its inception was -53.96%, which is greater than BAGIX's maximum drawdown of -18.62%. Use the drawdown chart below to compare losses from any high point for BMDSX and BAGIX.
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Drawdown Indicators
| BMDSX | BAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -18.62% | -35.34% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -2.63% | -10.32% |
Max Drawdown (5Y)Largest decline over 5 years | -36.24% | -18.60% | -17.64% |
Max Drawdown (10Y)Largest decline over 10 years | -36.24% | -18.62% | -17.62% |
Current DrawdownCurrent decline from peak | -15.67% | -1.84% | -13.83% |
Average DrawdownAverage peak-to-trough decline | -10.72% | -2.36% | -8.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 0.90% | +3.92% |
Volatility
BMDSX vs. BAGIX - Volatility Comparison
Baird Mid Cap Growth Fund (BMDSX) has a higher volatility of 6.21% compared to Baird Aggregate Bond Fund Class I (BAGIX) at 1.50%. This indicates that BMDSX's price experiences larger fluctuations and is considered to be riskier than BAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMDSX | BAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 1.50% | +4.71% |
Volatility (6M)Calculated over the trailing 6-month period | 18.65% | 2.49% | +16.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.35% | 4.28% | +21.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.18% | 5.90% | +16.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 4.88% | +16.46% |