BMDSX vs. MXXIX
Compare and contrast key facts about Baird Mid Cap Growth Fund (BMDSX) and Marsico Midcap Growth Focus Fund (MXXIX).
BMDSX is managed by Baird. It was launched on Dec 29, 2000. MXXIX is managed by Marsico Investment Fund. It was launched on Feb 1, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMDSX or MXXIX.
Key characteristics
| BMDSX | MXXIX | |
|---|---|---|
| YTD Return | 0.31% | 14.12% |
| 1Y Return | 11.77% | 32.80% |
| 3Y Return (Ann) | 0.90% | 2.08% |
| 5Y Return (Ann) | 9.80% | 10.40% |
| 10Y Return (Ann) | 10.09% | 11.20% |
| Sharpe Ratio | 0.66 | 2.01 |
| Daily Std Dev | 15.92% | 15.86% |
| Max Drawdown | -53.96% | -62.49% |
| Current Drawdown | -16.52% | -9.29% |
Correlation
The correlation between BMDSX and MXXIX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BMDSX vs. MXXIX - Performance Comparison
In the year-to-date period, BMDSX achieves a 0.31% return, which is significantly lower than MXXIX's 14.12% return. Over the past 10 years, BMDSX has underperformed MXXIX with an annualized return of 10.09%, while MXXIX has yielded a comparatively higher 11.20% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BMDSX vs. MXXIX - Expense Ratio Comparison
BMDSX has a 1.05% expense ratio, which is lower than MXXIX's 1.33% expense ratio.
Risk-Adjusted Performance
BMDSX vs. MXXIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) and Marsico Midcap Growth Focus Fund (MXXIX). 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.
Dividends
BMDSX vs. MXXIX - Dividend Comparison
BMDSX's dividend yield for the trailing twelve months is around 2.44%, more than MXXIX's 1.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | 2.44% | 2.44% | 1.79% | 17.82% | 10.09% | 5.77% | 6.62% | 4.87% | 0.00% | 0.15% | 1.07% | 2.14% |
MXXIX Marsico Midcap Growth Focus Fund | 1.08% | 1.24% | 0.00% | 14.22% | 2.83% | 3.26% | 5.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BMDSX vs. MXXIX - Drawdown Comparison
The maximum BMDSX drawdown since its inception was -53.96%, smaller than the maximum MXXIX drawdown of -62.49%. Use the drawdown chart below to compare losses from any high point for BMDSX and MXXIX. For additional features, visit the drawdowns tool.
Volatility
BMDSX vs. MXXIX - Volatility Comparison
The current volatility for Baird Mid Cap Growth Fund (BMDSX) is 3.87%, while Marsico Midcap Growth Focus Fund (MXXIX) has a volatility of 4.96%. This indicates that BMDSX experiences smaller price fluctuations and is considered to be less risky than MXXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.