BSGSX vs. SMCWX
Compare and contrast key facts about Baird Small/Mid Cap Growth Fund (BSGSX) and American Funds SMALLCAP World Fund Class A (SMCWX).
BSGSX is managed by Baird. It was launched on Oct 31, 2018. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
BSGSX vs. SMCWX - Performance Comparison
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BSGSX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -8.72% |
Returns By Period
In the year-to-date period, BSGSX achieves a -4.99% return, which is significantly lower than SMCWX's -1.05% return.
BSGSX
- 1D
- 4.12%
- 1M
- -7.28%
- YTD
- -4.99%
- 6M
- -3.68%
- 1Y
- -3.68%
- 3Y*
- -1.93%
- 5Y*
- -3.37%
- 10Y*
- —
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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BSGSX vs. SMCWX - Expense Ratio Comparison
BSGSX has a 1.10% expense ratio, which is higher than SMCWX's 1.02% expense ratio.
Return for Risk
BSGSX vs. SMCWX — Risk / Return Rank
BSGSX
SMCWX
BSGSX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Small/Mid Cap Growth Fund (BSGSX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.15 | 1.17 | -1.32 |
Sortino ratioReturn per unit of downside risk | -0.07 | 1.72 | -1.79 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.23 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.25 | 1.66 | -1.91 |
Martin ratioReturn relative to average drawdown | -0.79 | 6.37 | -7.16 |
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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.15 | 1.17 | -1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | 0.01 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.57 | -0.30 |
Correlation
The correlation between BSGSX and SMCWX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSGSX vs. SMCWX - Dividend Comparison
BSGSX has not paid dividends to shareholders, while SMCWX's dividend yield for the trailing twelve months is around 4.90%.
| 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% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
BSGSX vs. SMCWX - Drawdown Comparison
The maximum BSGSX drawdown since its inception was -36.33%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for BSGSX and SMCWX.
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Drawdown Indicators
| BSGSX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.33% | -62.46% | +26.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -11.83% | -1.80% |
Max Drawdown (5Y)Largest decline over 5 years | -36.33% | -39.79% | +3.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.79% | — |
Current DrawdownCurrent decline from peak | -29.62% | -10.12% | -19.50% |
Average DrawdownAverage peak-to-trough decline | -16.29% | -14.98% | -1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.26% | 3.08% | +1.18% |
Volatility
BSGSX vs. SMCWX - Volatility Comparison
Baird Small/Mid Cap Growth Fund (BSGSX) and American Funds SMALLCAP World Fund Class A (SMCWX) have volatilities of 7.97% and 7.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSGSX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.97% | 7.62% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 12.96% | 11.82% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.17% | 17.93% | +3.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.62% | 18.05% | +3.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.56% | 17.76% | +5.80% |