BSBIX vs. BSGSX
Compare and contrast key facts about Baird Short-Term Bond Fund Institutional Class (BSBIX) and Baird Small/Mid Cap Growth Fund (BSGSX).
BSBIX is a passively managed fund by Baird that tracks the performance of the Bloomberg Barclays 1-3 Year U.S. Government/Credit Bond Index. It was launched on Aug 31, 2004. BSGSX is managed by Baird. It was launched on Oct 31, 2018.
Performance
BSBIX vs. BSGSX - Performance Comparison
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BSBIX vs. BSGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BSBIX Baird Short-Term Bond Fund Institutional Class | 0.27% | 5.67% | 4.99% | 5.65% | -3.64% | -0.42% | 4.23% | 4.68% | 0.89% |
BSGSX Baird Small/Mid Cap Growth Fund | -4.99% | -8.97% | 7.56% | 10.60% | -27.31% | 18.01% | 46.76% | 36.69% | -11.04% |
Returns By Period
In the year-to-date period, BSBIX achieves a 0.27% return, which is significantly higher than BSGSX's -4.99% return.
BSBIX
- 1D
- 0.00%
- 1M
- -0.39%
- YTD
- 0.27%
- 6M
- 1.29%
- 1Y
- 4.15%
- 3Y*
- 5.01%
- 5Y*
- 2.46%
- 10Y*
- 2.51%
BSGSX
- 1D
- 4.12%
- 1M
- -7.28%
- YTD
- -4.99%
- 6M
- -3.68%
- 1Y
- -3.68%
- 3Y*
- -1.93%
- 5Y*
- -3.37%
- 10Y*
- —
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BSBIX vs. BSGSX - Expense Ratio Comparison
BSBIX has a 0.30% expense ratio, which is lower than BSGSX's 1.10% expense ratio.
Return for Risk
BSBIX vs. BSGSX — Risk / Return Rank
BSBIX
BSGSX
BSBIX vs. BSGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Short-Term Bond Fund Institutional Class (BSBIX) and Baird Small/Mid Cap Growth Fund (BSGSX). 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.
| BSBIX | BSGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.02 | -0.15 | +3.17 |
Sortino ratioReturn per unit of downside risk | 4.76 | -0.07 | +4.83 |
Omega ratioGain probability vs. loss probability | 1.81 | 0.99 | +0.82 |
Calmar ratioReturn relative to maximum drawdown | 4.54 | -0.25 | +4.79 |
Martin ratioReturn relative to average drawdown | 20.13 | -0.79 | +20.92 |
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
| BSBIX | BSGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.02 | -0.15 | +3.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | -0.16 | +1.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.64 | 0.27 | +1.37 |
Correlation
The correlation between BSBIX and BSGSX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BSBIX vs. BSGSX - Dividend Comparison
BSBIX's dividend yield for the trailing twelve months is around 4.30%, while BSGSX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSBIX Baird Short-Term Bond Fund Institutional Class | 4.30% | 4.35% | 4.34% | 3.41% | 1.79% | 1.42% | 2.61% | 2.49% | 2.20% | 1.73% | 1.60% | 1.62% |
BSGSX Baird Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.69% | 3.14% | 3.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSBIX vs. BSGSX - Drawdown Comparison
The maximum BSBIX drawdown since its inception was -5.95%, smaller than the maximum BSGSX drawdown of -36.33%. Use the drawdown chart below to compare losses from any high point for BSBIX and BSGSX.
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Drawdown Indicators
| BSBIX | BSGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.95% | -36.33% | +30.38% |
Max Drawdown (1Y)Largest decline over 1 year | -0.94% | -13.63% | +12.69% |
Max Drawdown (5Y)Largest decline over 5 years | -5.95% | -36.33% | +30.38% |
Max Drawdown (10Y)Largest decline over 10 years | -5.95% | — | — |
Current DrawdownCurrent decline from peak | -0.59% | -29.62% | +29.03% |
Average DrawdownAverage peak-to-trough decline | -0.55% | -16.29% | +15.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.21% | 4.26% | -4.05% |
Volatility
BSBIX vs. BSGSX - Volatility Comparison
The current volatility for Baird Short-Term Bond Fund Institutional Class (BSBIX) is 0.53%, while Baird Small/Mid Cap Growth Fund (BSGSX) has a volatility of 7.97%. This indicates that BSBIX experiences smaller price fluctuations and is considered to be less risky than BSGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSBIX | BSGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.53% | 7.97% | -7.44% |
Volatility (6M)Calculated over the trailing 6-month period | 0.86% | 12.96% | -12.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.42% | 21.17% | -19.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.93% | 21.62% | -19.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.67% | 23.56% | -21.89% |