BMDSX vs. VLIFX
BMDSX (Baird Mid Cap Growth Fund) and VLIFX (Value Line Mid Cap Focused Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, BMDSX returned 8.82%/yr vs 11.66%/yr for VLIFX. Their correlation of 0.91 suggests significant overlap in exposure. BMDSX charges 1.05%/yr vs 1.07%/yr for VLIFX.
Performance
BMDSX vs. VLIFX - Performance Comparison
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Returns By Period
In the year-to-date period, BMDSX achieves a 7.87% return, which is significantly higher than VLIFX's 1.42% return. Over the past 10 years, BMDSX has underperformed VLIFX with an annualized return of 8.82%, while VLIFX has yielded a comparatively higher 11.66% annualized return.
BMDSX
- 1D
- -0.16%
- 1M
- -0.22%
- 6M
- 3.34%
- YTD
- 7.87%
- 1Y
- 0.11%
- 3Y*
- -0.76%
- 5Y*
- -1.61%
- 10Y*
- 8.82%
VLIFX
- 1D
- 0.03%
- 1M
- 1.18%
- 6M
- -1.60%
- YTD
- 1.42%
- 1Y
- 0.15%
- 3Y*
- 5.97%
- 5Y*
- 6.00%
- 10Y*
- 11.66%
BMDSX vs. VLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | 7.87% | -9.55% | -1.16% | 19.91% | -27.86% | 21.81% | 34.56% | 35.94% | -1.52% | 26.61% |
VLIFX Value Line Mid Cap Focused Fund | 1.42% | 0.79% | 7.59% | 22.11% | -9.60% | 19.76% | 19.96% | 35.30% | 4.65% | 19.85% |
Correlation
The correlation between BMDSX and VLIFX is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Dec 29, 2000 | 0.91 |
The correlation between BMDSX and VLIFX has been stable across timeframes, ranging from 0.84 to 0.91 - a consistent structural relationship.
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Return for Risk
BMDSX vs. VLIFX — Risk / Return Rank
BMDSX
VLIFX
BMDSX vs. VLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) and Value Line Mid Cap Focused Fund (VLIFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BMDSX | VLIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.02 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 0.04 | -0.01 |
| Martin ratioReturn relative to average drawdown | 0.07 | 0.12 | -0.05 |
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Drawdowns
BMDSX vs. VLIFX - Drawdown Comparison
The maximum BMDSX drawdown since its inception was -53.96%, smaller than the maximum VLIFX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for BMDSX and VLIFX.
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Drawdown Indicators
| BMDSX | VLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -61.48% | +7.52% |
Max Drawdown (1Y)Largest decline over 1 year | -14.54% | -11.81% | -2.73% |
Max Drawdown (3Y)Largest decline over 3 years | -25.04% | -17.66% | -7.38% |
Max Drawdown (5Y)Largest decline over 5 years | -36.24% | -21.91% | -14.33% |
Max Drawdown (10Y)Largest decline over 10 years | -36.24% | -35.51% | -0.73% |
Current DrawdownCurrent decline from peak | -19.74% | -6.17% | -13.57% |
Average DrawdownAverage peak-to-trough decline | -10.98% | -15.64% | +4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.83% | 4.34% | +2.49% |
Volatility
BMDSX vs. VLIFX - Volatility Comparison
Baird Mid Cap Growth Fund (BMDSX) has a higher volatility of 4.46% compared to Value Line Mid Cap Focused Fund (VLIFX) at 2.86%. This indicates that BMDSX's price experiences larger fluctuations and is considered to be riskier than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMDSX | VLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 2.86% | +1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.94% | 10.04% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.52% | 13.50% | +2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.08% | 16.87% | +4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.75% | 17.82% | +2.93% |
BMDSX vs. VLIFX - Expense Ratio Comparison
BMDSX has a 1.05% expense ratio, which is lower than VLIFX's 1.07% expense ratio.
Dividends
BMDSX vs. VLIFX - Dividend Comparison
BMDSX's dividend yield for the trailing twelve months is around 12.87%, more than VLIFX's 2.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | 12.87% | 13.88% | 4.57% | 2.44% | 1.79% | 17.82% | 10.09% | 5.77% | 6.62% | 4.87% | 0.00% | 0.15% |
VLIFX Value Line Mid Cap Focused Fund | 2.13% | 2.16% | 0.99% | 0.03% | 7.22% | 8.23% | 7.81% | 1.42% | 5.12% | 1.61% | 2.24% | 0.00% |
Frequently Asked Questions
BMDSX and VLIFX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BMDSX has higher volatility (4.46%) compared to VLIFX (2.86%). In terms of maximum drawdown, BMDSX dropped -53.96% vs VLIFX's -61.48%.
VLIFX currently has the higher Sharpe Ratio (0.04 vs 0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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