MXXIX vs. BMDSX

In the year-to-date period, MXXIX achieves a 9.15% return, which is significantly higher than BMDSX's -5.55% return. Over the past 10 years, MXXIX has outperformed BMDSX with an annualized return of 12.47%, while BMDSX has yielded a comparatively lower 8.06% annualized return.

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MXXIX has a 1.33% expense ratio, which is higher than BMDSX's 1.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Marsico Midcap Growth Focus Fund (MXXIX) and Baird Mid Cap Growth Fund (BMDSX). 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 MXXIX Sharpe Ratio is 1.30, which is higher than the BMDSX Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of MXXIX and BMDSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MXXIX's dividend yield for the trailing twelve months is around 4.21%, less than BMDSX's 4.83% yield.

The maximum MXXIX drawdown since its inception was -62.49%, which is greater than BMDSX's maximum drawdown of -53.96%. Use the drawdown chart below to compare losses from any high point for MXXIX and BMDSX.

The current volatility for Marsico Midcap Growth Focus Fund (MXXIX) is 4.93%, while Baird Mid Cap Growth Fund (BMDSX) has a volatility of 5.71%. This indicates that MXXIX experiences smaller price fluctuations and is considered to be less risky than BMDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.