BSVSX vs. BAGIX
Compare and contrast key facts about Baird Equity Opportunity Fund (BSVSX) and Baird Aggregate Bond Fund Class I (BAGIX).
BSVSX is managed by Baird. It was launched on May 1, 2012. BAGIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
BSVSX vs. BAGIX - Performance Comparison
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BSVSX vs. BAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSVSX Baird Equity Opportunity Fund | -14.05% | 18.43% | 23.72% | 13.56% | -12.58% | 19.10% | 2.58% | 18.19% | -16.58% | 17.79% |
BAGIX Baird Aggregate Bond Fund Class I | -0.26% | 7.37% | 1.85% | 6.42% | -13.35% | -1.46% | 8.63% | 9.48% | -0.31% | 4.20% |
Returns By Period
In the year-to-date period, BSVSX achieves a -14.05% return, which is significantly lower than BAGIX's -0.26% return. Over the past 10 years, BSVSX has outperformed BAGIX with an annualized return of 7.32%, while BAGIX has yielded a comparatively lower 2.05% annualized return.
BSVSX
- 1D
- -1.10%
- 1M
- -12.20%
- YTD
- -14.05%
- 6M
- 0.24%
- 1Y
- 14.36%
- 3Y*
- 9.30%
- 5Y*
- 6.41%
- 10Y*
- 7.32%
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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BSVSX vs. BAGIX - Expense Ratio Comparison
BSVSX has a 1.50% expense ratio, which is higher than BAGIX's 0.30% expense ratio.
Return for Risk
BSVSX vs. BAGIX — Risk / Return Rank
BSVSX
BAGIX
BSVSX vs. BAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Equity Opportunity Fund (BSVSX) 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.
| BSVSX | BAGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 1.02 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.47 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.18 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.90 | -1.32 |
Martin ratioReturn relative to average drawdown | 1.91 | 5.60 | -3.69 |
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
| BSVSX | BAGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 1.02 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.09 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.42 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.97 | -0.60 |
Correlation
The correlation between BSVSX and BAGIX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BSVSX vs. BAGIX - Dividend Comparison
BSVSX's dividend yield for the trailing twelve months is around 31.33%, more than BAGIX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSVSX Baird Equity Opportunity Fund | 31.33% | 26.93% | 1.14% | 0.00% | 33.67% | 4.55% | 5.49% | 0.44% | 4.03% | 2.79% | 0.73% | 0.39% |
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
BSVSX vs. BAGIX - Drawdown Comparison
The maximum BSVSX drawdown since its inception was -42.73%, which is greater than BAGIX's maximum drawdown of -18.62%. Use the drawdown chart below to compare losses from any high point for BSVSX and BAGIX.
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Drawdown Indicators
| BSVSX | BAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.73% | -18.62% | -24.11% |
Max Drawdown (1Y)Largest decline over 1 year | -17.49% | -2.63% | -14.86% |
Max Drawdown (5Y)Largest decline over 5 years | -26.83% | -18.60% | -8.23% |
Max Drawdown (10Y)Largest decline over 10 years | -42.73% | -18.62% | -24.11% |
Current DrawdownCurrent decline from peak | -17.49% | -2.03% | -15.46% |
Average DrawdownAverage peak-to-trough decline | -6.81% | -2.36% | -4.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.35% | 0.89% | +4.46% |
Volatility
BSVSX vs. BAGIX - Volatility Comparison
Baird Equity Opportunity Fund (BSVSX) has a higher volatility of 5.53% compared to Baird Aggregate Bond Fund Class I (BAGIX) at 1.50%. This indicates that BSVSX'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
| BSVSX | BAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 1.50% | +4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 20.70% | 2.49% | +18.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.47% | 4.28% | +25.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.68% | 5.90% | +17.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.18% | 4.88% | +17.30% |