BSGSX vs. BAGSX
Compare and contrast key facts about Baird Small/Mid Cap Growth Fund (BSGSX) and Baird Aggregate Bond Fund (BAGSX).
BSGSX is managed by Baird. It was launched on Oct 31, 2018. BAGSX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BSGSX vs. BAGSX - Performance Comparison
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BSGSX vs. BAGSX - 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% |
BAGSX Baird Aggregate Bond Fund | -0.31% | 7.11% | 1.63% | 6.12% | -13.52% | -1.74% | 8.42% | 9.17% | 2.40% |
Returns By Period
In the year-to-date period, BSGSX achieves a -8.75% return, which is significantly lower than BAGSX's -0.31% return.
BSGSX
- 1D
- -1.47%
- 1M
- -10.67%
- YTD
- -8.75%
- 6M
- -7.86%
- 1Y
- -7.01%
- 3Y*
- -3.24%
- 5Y*
- -3.83%
- 10Y*
- —
BAGSX
- 1D
- 0.59%
- 1M
- -2.07%
- YTD
- -0.31%
- 6M
- 0.69%
- 1Y
- 4.01%
- 3Y*
- 3.80%
- 5Y*
- 0.26%
- 10Y*
- 1.81%
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BSGSX vs. BAGSX - Expense Ratio Comparison
BSGSX has a 1.10% expense ratio, which is higher than BAGSX's 0.55% expense ratio.
Return for Risk
BSGSX vs. BAGSX — Risk / Return Rank
BSGSX
BAGSX
BSGSX vs. BAGSX - 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 (BAGSX). 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 | BAGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.35 | 0.99 | -1.34 |
Sortino ratioReturn per unit of downside risk | -0.37 | 1.42 | -1.79 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.18 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | -0.66 | 1.79 | -2.44 |
Martin ratioReturn relative to average drawdown | -2.12 | 5.16 | -7.28 |
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 | BAGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | 0.99 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.18 | 0.04 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.92 | -0.68 |
Correlation
The correlation between BSGSX and BAGSX is 0.08, 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. BAGSX - Dividend Comparison
BSGSX has not paid dividends to shareholders, while BAGSX's dividend yield for the trailing twelve months is around 3.76%.
| 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% |
BAGSX Baird Aggregate Bond Fund | 3.76% | 3.69% | 3.62% | 3.10% | 2.33% | 1.68% | 3.02% | 2.41% | 2.53% | 2.21% | 1.96% | 2.14% |
Drawdowns
BSGSX vs. BAGSX - Drawdown Comparison
The maximum BSGSX drawdown since its inception was -36.33%, which is greater than BAGSX's maximum drawdown of -18.97%. Use the drawdown chart below to compare losses from any high point for BSGSX and BAGSX.
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Drawdown Indicators
| BSGSX | BAGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.33% | -18.97% | -17.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -2.64% | -10.99% |
Max Drawdown (5Y)Largest decline over 5 years | -36.33% | -18.84% | -17.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.97% | — |
Current DrawdownCurrent decline from peak | -32.40% | -2.14% | -30.26% |
Average DrawdownAverage peak-to-trough decline | -16.29% | -2.53% | -13.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.21% | 0.92% | +3.29% |
Volatility
BSGSX vs. BAGSX - Volatility Comparison
Baird Small/Mid Cap Growth Fund (BSGSX) has a higher volatility of 6.56% compared to Baird Aggregate Bond Fund (BAGSX) at 1.64%. This indicates that BSGSX's price experiences larger fluctuations and is considered to be riskier than BAGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSGSX | BAGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 1.64% | +4.92% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 2.56% | +9.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.80% | 4.27% | +16.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.56% | 5.91% | +15.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.52% | 4.89% | +18.63% |