BSGSX vs. FSMAX

In the year-to-date period, BSGSX achieves a -10.15% return, which is significantly lower than FSMAX's -6.29% return.

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BSGSX has a 1.10% expense ratio, which is higher than FSMAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baird Small/Mid Cap Growth Fund (BSGSX) and Fidelity Extended Market Index Fund (FSMAX). 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.

The current BSGSX Sharpe Ratio is 0.03, which is lower than the FSMAX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of BSGSX and FSMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BSGSX has not paid dividends to shareholders, while FSMAX's dividend yield for the trailing twelve months is around 0.52%.

The maximum BSGSX drawdown since its inception was -38.65%, smaller than the maximum FSMAX drawdown of -41.67%. Use the drawdown chart below to compare losses from any high point for BSGSX and FSMAX. For additional features, visit the drawdowns tool.

The current volatility for Baird Small/Mid Cap Growth Fund (BSGSX) is 10.84%, while Fidelity Extended Market Index Fund (FSMAX) has a volatility of 12.11%. This indicates that BSGSX experiences smaller price fluctuations and is considered to be less risky than FSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.