BMDSX vs. BIMSX
BMDSX (Baird Mid Cap Growth Fund) and BIMSX (Baird Intermediate Bond Fund) are both mutual funds - BMDSX is a Mid Cap Growth Equities fund managed by Baird, while BIMSX is a Intermediate Core Bond fund managed by Baird. Over the past 10 years, BMDSX returned 8.82%/yr vs 1.83%/yr for BIMSX. Their -0.17 correlation means they have often moved in opposite directions in the past. BMDSX charges 1.05%/yr vs 0.55%/yr for BIMSX.
Performance
BMDSX vs. BIMSX - Performance Comparison
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Returns By Period
In the year-to-date period, BMDSX achieves a 7.69% return, which is significantly higher than BIMSX's -0.12% return. Over the past 10 years, BMDSX has outperformed BIMSX with an annualized return of 8.82%, while BIMSX has yielded a comparatively lower 1.83% annualized return.
BMDSX
- 1D
- 0.55%
- 1M
- -1.14%
- 6M
- 4.48%
- YTD
- 7.69%
- 1Y
- -0.24%
- 3Y*
- -0.64%
- 5Y*
- -2.48%
- 10Y*
- 8.82%
- ALL TIME*
- 7.16%
BIMSX
- 1D
- -0.18%
- 1M
- -0.41%
- 6M
- -0.11%
- YTD
- -0.12%
- 1Y
- 1.94%
- 3Y*
- 4.52%
- 5Y*
- 0.85%
- 10Y*
- 1.83%
- ALL TIME*
- 3.69%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BMDSX vs. BIMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | 7.69% | -9.55% | -1.16% | 19.91% | -27.86% | 21.81% | 34.56% | 35.94% | -1.52% | 26.61% |
BIMSX Baird Intermediate Bond Fund | -0.12% | 6.76% | 3.21% | 5.53% | -8.88% | -1.68% | 7.16% | 6.83% | 0.30% | 2.53% |
Correlation
The correlation between BMDSX and BIMSX is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.21 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.18 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.05 |
Correlation (All Time) Calculated using the full available price history since Dec 29, 2000 | -0.17 |
The correlation between BMDSX and BIMSX shifts across timeframes, from -0.17 (all time) to 0.34 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BMDSX vs. BIMSX — Risk / Return Rank
BMDSX
BIMSX
BMDSX vs. BIMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) and Baird Intermediate Bond Fund (BIMSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BMDSX | BIMSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.20 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.11 | 1.44 | -1.55 |
| Martin ratioReturn relative to average drawdown | -0.26 | 3.69 | -3.95 |
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Drawdowns
BMDSX vs. BIMSX - Drawdown Comparison
The maximum BMDSX drawdown since its inception was -53.96%, which is greater than BIMSX's maximum drawdown of -13.07%. Use the drawdown chart below to compare losses from any high point for BMDSX and BIMSX.
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Drawdown Indicators
| BMDSX | BIMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -13.07% | -40.89% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -1.87% | -11.45% |
Max Drawdown (3Y)Largest decline over 3 years | -25.04% | -2.37% | -22.67% |
Max Drawdown (5Y)Largest decline over 5 years | -36.24% | -12.79% | -23.45% |
Max Drawdown (10Y)Largest decline over 10 years | -36.24% | -13.07% | -23.17% |
Current DrawdownCurrent decline from peak | -19.88% | -1.28% | -18.60% |
Average DrawdownAverage peak-to-trough decline | -11.00% | -1.58% | -9.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.71% | 0.73% | +4.98% |
Volatility
BMDSX vs. BIMSX - Volatility Comparison
Baird Mid Cap Growth Fund (BMDSX) has a higher volatility of 3.35% compared to Baird Intermediate Bond Fund (BIMSX) at 0.68%. This indicates that BMDSX's price experiences larger fluctuations and is considered to be riskier than BIMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMDSX | BIMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 0.68% | +2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 11.90% | 1.96% | +9.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.52% | 2.49% | +13.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.06% | 3.88% | +17.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.76% | 3.25% | +17.51% |
BMDSX vs. BIMSX - Expense Ratio Comparison
BMDSX has a 1.05% expense ratio, which is higher than BIMSX's 0.55% expense ratio.
Dividends
BMDSX vs. BIMSX - Dividend Comparison
BMDSX's dividend yield for the trailing twelve months is around 12.89%, more than BIMSX's 3.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMSX Baird Intermediate Bond Fund | 3.62% | 3.50% | 3.44% | 2.81% | 1.81% | 1.90% | 3.08% | 2.16% | 2.14% | 1.98% | 1.89% | 2.21% |
BMDSX Baird Mid Cap Growth Fund | 12.89% | 13.88% | 4.57% | 2.44% | 1.79% | 17.82% | 10.09% | 5.77% | 6.62% | 4.87% | 0.00% | 0.15% |
Frequently Asked Questions
BMDSX and BIMSX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BMDSX has higher volatility (3.35%) compared to BIMSX (0.68%). In terms of maximum drawdown, BMDSX dropped -53.96% vs BIMSX's -13.07%.
BIMSX currently has the higher Sharpe Ratio (1.08 vs -0.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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