BMDSX vs. MXXIX

In the year-to-date period, BMDSX achieves a -5.41% return, which is significantly lower than MXXIX's 10.50% return. Over the past 10 years, BMDSX has underperformed MXXIX with an annualized return of 8.07%, while MXXIX has yielded a comparatively higher 12.61% annualized return.

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BMDSX has a 1.05% expense ratio, which is lower than MXXIX's 1.33% expense ratio.

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.

The current BMDSX Sharpe Ratio is -0.14, which is lower than the MXXIX Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of BMDSX and MXXIX, 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's dividend yield for the trailing twelve months is around 4.83%, more than MXXIX's 4.16% yield.

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.

Baird Mid Cap Growth Fund (BMDSX) has a higher volatility of 5.67% compared to Marsico Midcap Growth Focus Fund (MXXIX) at 5.02%. This indicates that BMDSX's price experiences larger fluctuations and is considered to be riskier than MXXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.