BMDSX vs. SMCWX
Compare and contrast key facts about Baird Mid Cap Growth Fund (BMDSX) and American Funds SMALLCAP World Fund Class A (SMCWX).
BMDSX is managed by Baird. It was launched on Dec 29, 2000. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
BMDSX vs. SMCWX - Performance Comparison
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BMDSX vs. SMCWX - 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% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, BMDSX achieves a -2.25% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, BMDSX has outperformed SMCWX with an annualized return of 9.74%, while SMCWX has yielded a comparatively lower 9.04% 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%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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BMDSX vs. SMCWX - Expense Ratio Comparison
BMDSX has a 1.05% expense ratio, which is higher than SMCWX's 1.02% expense ratio.
Return for Risk
BMDSX vs. SMCWX — Risk / Return Rank
BMDSX
SMCWX
BMDSX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 1.17 | -0.63 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.72 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.66 | -0.61 |
Martin ratioReturn relative to average drawdown | 2.82 | 6.37 | -3.55 |
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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 1.17 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.01 | +0.02 |
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 | 0.57 | -0.22 |
Correlation
The correlation between BMDSX and SMCWX is 0.88, 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. SMCWX - Dividend Comparison
BMDSX's dividend yield for the trailing twelve months is around 28.40%, more than SMCWX's 4.90% 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% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
BMDSX vs. SMCWX - Drawdown Comparison
The maximum BMDSX drawdown since its inception was -53.96%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for BMDSX and SMCWX.
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Drawdown Indicators
| BMDSX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -62.46% | +8.50% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -11.83% | -1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -36.24% | -39.79% | +3.55% |
Max Drawdown (10Y)Largest decline over 10 years | -36.24% | -39.79% | +3.55% |
Current DrawdownCurrent decline from peak | -15.67% | -10.12% | -5.55% |
Average DrawdownAverage peak-to-trough decline | -10.72% | -14.98% | +4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 3.08% | +1.74% |
Volatility
BMDSX vs. SMCWX - Volatility Comparison
The current volatility for Baird Mid Cap Growth Fund (BMDSX) is 6.21%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 7.62%. This indicates that BMDSX experiences smaller price fluctuations and is considered to be less risky than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMDSX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 7.62% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 18.65% | 11.82% | +6.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.35% | 17.93% | +7.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.18% | 18.05% | +4.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 17.76% | +3.58% |