BMDSX vs. NEEGX
Compare and contrast key facts about Baird Mid Cap Growth Fund (BMDSX) and Needham Growth Fund (NEEGX).
BMDSX is managed by Baird. It was launched on Dec 29, 2000. NEEGX is managed by Needham. It was launched on Jan 2, 1996.
Performance
BMDSX vs. NEEGX - Performance Comparison
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BMDSX vs. NEEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | -2.25% | 4.88% | -1.16% | 19.91% | -27.86% | 21.81% | 34.56% | 35.94% | -1.52% | 26.61% |
NEEGX Needham Growth Fund | 15.68% | 8.76% | 14.45% | 26.85% | -33.57% | 27.63% | 41.73% | 42.33% | -10.56% | 8.33% |
Returns By Period
In the year-to-date period, BMDSX achieves a -2.25% return, which is significantly lower than NEEGX's 15.68% return. Over the past 10 years, BMDSX has underperformed NEEGX with an annualized return of 9.74%, while NEEGX has yielded a comparatively higher 12.74% annualized return.
BMDSX
- 1D
- 3.12%
- 1M
- -7.09%
- YTD
- -2.25%
- 6M
- 8.66%
- 1Y
- 13.06%
- 3Y*
- 2.98%
- 5Y*
- 0.71%
- 10Y*
- 9.74%
NEEGX
- 1D
- 4.73%
- 1M
- -6.88%
- YTD
- 15.68%
- 6M
- 17.81%
- 1Y
- 49.67%
- 3Y*
- 18.80%
- 5Y*
- 7.05%
- 10Y*
- 12.74%
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BMDSX vs. NEEGX - Expense Ratio Comparison
BMDSX has a 1.05% expense ratio, which is lower than NEEGX's 1.78% expense ratio.
Return for Risk
BMDSX vs. NEEGX — Risk / Return Rank
BMDSX
NEEGX
BMDSX vs. NEEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) and Needham Growth Fund (NEEGX). 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.
| BMDSX | NEEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 1.56 | -1.03 |
Sortino ratioReturn per unit of downside risk | 1.16 | 2.16 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.29 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 3.25 | -2.20 |
Martin ratioReturn relative to average drawdown | 2.82 | 10.67 | -7.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BMDSX | NEEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 1.56 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.25 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.51 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.54 | -0.20 |
Correlation
The correlation between BMDSX and NEEGX is 0.86, 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.
Dividends
BMDSX vs. NEEGX - Dividend Comparison
BMDSX's dividend yield for the trailing twelve months is around 28.40%, more than NEEGX's 6.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | 28.40% | 27.76% | 4.57% | 2.44% | 1.79% | 17.82% | 10.09% | 5.77% | 6.62% | 4.87% | 0.00% | 0.15% |
NEEGX Needham Growth Fund | 6.54% | 7.57% | 3.92% | 0.00% | 1.78% | 6.92% | 5.73% | 11.31% | 17.79% | 9.70% | 4.22% | 6.74% |
Drawdowns
BMDSX vs. NEEGX - Drawdown Comparison
The maximum BMDSX drawdown since its inception was -53.96%, roughly equal to the maximum NEEGX drawdown of -53.60%. Use the drawdown chart below to compare losses from any high point for BMDSX and NEEGX.
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Drawdown Indicators
| BMDSX | NEEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -53.60% | -0.36% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -15.15% | +2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -36.24% | -43.35% | +7.11% |
Max Drawdown (10Y)Largest decline over 10 years | -36.24% | -43.35% | +7.11% |
Current DrawdownCurrent decline from peak | -15.67% | -7.54% | -8.13% |
Average DrawdownAverage peak-to-trough decline | -10.72% | -10.95% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 4.61% | +0.21% |
Volatility
BMDSX vs. NEEGX - Volatility Comparison
The current volatility for Baird Mid Cap Growth Fund (BMDSX) is 6.21%, while Needham Growth Fund (NEEGX) has a volatility of 11.31%. This indicates that BMDSX experiences smaller price fluctuations and is considered to be less risky than NEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMDSX | NEEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 11.31% | -5.10% |
Volatility (6M)Calculated over the trailing 6-month period | 18.65% | 20.91% | -2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.35% | 32.23% | -6.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.18% | 28.04% | -5.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 25.01% | -3.67% |