BMDSX vs. IMCG

In the year-to-date period, BMDSX achieves a -6.92% return, which is significantly lower than IMCG's -1.28% return. Over the past 10 years, BMDSX has underperformed IMCG with an annualized return of 2.49%, while IMCG has yielded a comparatively higher 10.99% annualized return.

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BMDSX has a 1.05% expense ratio, which is higher than IMCG's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). 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.

The current BMDSX Sharpe Ratio is -0.49, which is lower than the IMCG Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of BMDSX and IMCG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BMDSX has not paid dividends to shareholders, while IMCG's dividend yield for the trailing twelve months is around 0.78%.

The maximum BMDSX drawdown since its inception was -63.97%, which is greater than IMCG's maximum drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for BMDSX and IMCG. For additional features, visit the drawdowns tool.

Baird Mid Cap Growth Fund (BMDSX) and iShares Morningstar Mid-Cap Growth ETF (IMCG) have volatilities of 10.71% and 10.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.