BMDSX vs. CTIGX
BMDSX (Baird Mid Cap Growth Fund) and CTIGX (Calamos Timpani SMID Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, BMDSX returned -2.59%/yr vs 7.68%/yr for CTIGX. Their correlation of 0.84 means they have usually moved in the same direction. BMDSX charges 1.05%/yr vs 1.10%/yr for CTIGX.
Performance
BMDSX vs. CTIGX - Performance Comparison
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Returns By Period
In the year-to-date period, BMDSX achieves a 7.10% return, which is significantly lower than CTIGX's 13.72% return.
BMDSX
- 1D
- -0.33%
- 1M
- -1.68%
- 6M
- 4.81%
- YTD
- 7.10%
- 1Y
- -0.79%
- 3Y*
- -0.95%
- 5Y*
- -2.59%
- 10Y*
- 8.65%
- ALL TIME*
- 7.14%
CTIGX
- 1D
- 3.61%
- 1M
- -9.09%
- 6M
- 13.72%
- YTD
- 13.72%
- 1Y
- 33.66%
- 3Y*
- 25.27%
- 5Y*
- 7.68%
- 10Y*
- —
- ALL TIME*
- 13.26%
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. CTIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | 7.10% | -9.55% | -1.16% | 19.91% | -27.86% | 21.81% | 34.56% | 4.37% |
CTIGX Calamos Timpani SMID Growth Fund | 13.72% | 21.21% | 44.09% | 12.26% | -34.88% | 7.64% | 58.94% | -3.80% |
Correlation
The correlation between BMDSX and CTIGX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2019 | 0.84 |
Over the past year, the correlation between BMDSX and CTIGX has dropped to 0.60 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
BMDSX vs. CTIGX — Risk / Return Rank
BMDSX
CTIGX
BMDSX vs. CTIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) and Calamos Timpani SMID Growth Fund (CTIGX). 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 | CTIGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.32 | ||
| Sortino ratioReturn per unit of downside risk | -1.82 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.20 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 1.90 | -2.16 |
| Martin ratioReturn relative to average drawdown | -0.60 | 7.98 | -8.58 |
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Drawdowns
BMDSX vs. CTIGX - Drawdown Comparison
The maximum BMDSX drawdown since its inception was -53.96%, which is greater than CTIGX's maximum drawdown of -46.26%. Use the drawdown chart below to compare losses from any high point for BMDSX and CTIGX.
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Drawdown Indicators
| BMDSX | CTIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -46.26% | -7.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -16.83% | +3.51% |
Max Drawdown (3Y)Largest decline over 3 years | -25.04% | -29.30% | +4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -36.24% | -46.26% | +10.02% |
Max Drawdown (10Y)Largest decline over 10 years | -36.24% | — | — |
Current DrawdownCurrent decline from peak | -20.32% | -13.83% | -6.49% |
Average DrawdownAverage peak-to-trough decline | -11.00% | -18.30% | +7.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.84% | 4.00% | +2.84% |
Volatility
BMDSX vs. CTIGX - Volatility Comparison
The current volatility for Baird Mid Cap Growth Fund (BMDSX) is 3.29%, while Calamos Timpani SMID Growth Fund (CTIGX) has a volatility of 9.62%. This indicates that BMDSX experiences smaller price fluctuations and is considered to be less risky than CTIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMDSX | CTIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.29% | 9.62% | -6.33% |
Volatility (6M)Calculated over the trailing 6-month period | 11.90% | 23.84% | -11.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.52% | 29.20% | -13.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.07% | 27.53% | -6.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.76% | 29.28% | -8.52% |
BMDSX vs. CTIGX - Expense Ratio Comparison
BMDSX has a 1.05% expense ratio, which is lower than CTIGX's 1.10% expense ratio.
Dividends
BMDSX vs. CTIGX - Dividend Comparison
BMDSX's dividend yield for the trailing twelve months is around 12.96%, more than CTIGX's 4.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | 12.96% | 13.88% | 4.57% | 2.44% | 1.79% | 17.82% | 10.09% | 5.77% | 6.62% | 4.87% | 0.00% | 0.15% |
CTIGX Calamos Timpani SMID Growth Fund | 4.03% | 4.59% | 2.80% | 0.00% | 0.00% | 11.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BMDSX and CTIGX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTIGX has higher volatility (9.62%) compared to BMDSX (3.29%). In terms of maximum drawdown, BMDSX dropped -53.96% vs CTIGX's -46.26%.
CTIGX currently has the higher Sharpe Ratio (1.10 vs -0.22), 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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