BSGSX vs. BAGIX
Compare and contrast key facts about Baird Small/Mid Cap Growth Fund (BSGSX) and Baird Aggregate Bond Fund Class I (BAGIX).
BSGSX is managed by Baird. It was launched on Oct 31, 2018. BAGIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BSGSX vs. BAGIX - Performance Comparison
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BSGSX vs. BAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BSGSX Baird Small/Mid Cap Growth Fund | -8.75% | -8.97% | 7.56% | 10.60% | -27.31% | 18.01% | 46.76% | 36.69% | -11.04% |
BAGIX Baird Aggregate Bond Fund Class I | -0.26% | 7.37% | 1.85% | 6.42% | -13.35% | -1.46% | 8.63% | 9.48% | 2.43% |
Returns By Period
In the year-to-date period, BSGSX achieves a -8.75% return, which is significantly lower than BAGIX's -0.26% return.
BSGSX
- 1D
- -1.47%
- 1M
- -10.67%
- YTD
- -8.75%
- 6M
- -7.86%
- 1Y
- -7.01%
- 3Y*
- -3.24%
- 5Y*
- -3.83%
- 10Y*
- —
BAGIX
- 1D
- 0.51%
- 1M
- -2.03%
- YTD
- -0.26%
- 6M
- 0.75%
- 1Y
- 4.14%
- 3Y*
- 4.05%
- 5Y*
- 0.51%
- 10Y*
- 2.05%
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BSGSX vs. BAGIX - Expense Ratio Comparison
BSGSX has a 1.10% expense ratio, which is higher than BAGIX's 0.30% expense ratio.
Return for Risk
BSGSX vs. BAGIX — Risk / Return Rank
BSGSX
BAGIX
BSGSX vs. BAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Small/Mid Cap Growth Fund (BSGSX) and Baird Aggregate Bond Fund Class I (BAGIX). 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.
| BSGSX | BAGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.35 | 1.02 | -1.37 |
Sortino ratioReturn per unit of downside risk | -0.37 | 1.47 | -1.84 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.18 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | -0.66 | 1.90 | -2.56 |
Martin ratioReturn relative to average drawdown | -2.12 | 5.60 | -7.72 |
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
| BSGSX | BAGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | 1.02 | -1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.18 | 0.09 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.97 | -0.73 |
Correlation
The correlation between BSGSX and BAGIX is 0.07, 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
BSGSX vs. BAGIX - Dividend Comparison
BSGSX has not paid dividends to shareholders, while BAGIX's dividend yield for the trailing twelve months is around 4.19%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BAGIX Baird Aggregate Bond Fund Class I | 4.19% | 4.12% | 4.03% | 3.47% | 2.70% | 2.00% | 3.39% | 2.75% | 2.87% | 2.54% | 2.25% | 2.46% |
Drawdowns
BSGSX vs. BAGIX - Drawdown Comparison
The maximum BSGSX drawdown since its inception was -36.33%, which is greater than BAGIX's maximum drawdown of -18.62%. Use the drawdown chart below to compare losses from any high point for BSGSX and BAGIX.
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Drawdown Indicators
| BSGSX | BAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.33% | -18.62% | -17.71% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -2.63% | -11.00% |
Max Drawdown (5Y)Largest decline over 5 years | -36.33% | -18.60% | -17.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.62% | — |
Current DrawdownCurrent decline from peak | -32.40% | -2.03% | -30.37% |
Average DrawdownAverage peak-to-trough decline | -16.29% | -2.36% | -13.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 0.89% | +3.32% |
Volatility
BSGSX vs. BAGIX - Volatility Comparison
Baird Small/Mid Cap Growth Fund (BSGSX) has a higher volatility of 6.56% compared to Baird Aggregate Bond Fund Class I (BAGIX) at 1.50%. This indicates that BSGSX's price experiences larger fluctuations and is considered to be riskier than BAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSGSX | BAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 1.50% | +5.06% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 2.49% | +9.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.80% | 4.28% | +16.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.56% | 5.90% | +15.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.52% | 4.88% | +18.64% |