UK markets closed

Baird MidCap Inst (BMDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.37+0.03 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.30%
5-year average return9.47%
Number of years up17
Number of years down6
Best 1-yr total return (9 May 2024)40.90%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return40.90%
Worst 3-yr total return2.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBMDIXCategory
YTD-3.93%10.80%
1-month-8.20%4.43%
3-month-1.29%7.00%
1-year4.64%48.17%
3-year-1.52%21.26%
5-year8.55%20.18%
10-year9.65%14.07%
Last bull market26.98%27.14%
Last bear market-17.81%-21.26%

Annual total return (%) history

Year
BMDIXCategory
2024
N/AN/A
2023
20.17%N/A
2022
-27.64%N/A
2021
22.51%N/A
2020
34.81%39.26%
2019
36.31%32.52%
2018
-1.61%-6.65%
2017
26.88%23.91%
2016
5.40%6.03%
2015
-3.59%-0.95%
2014
4.85%7.00%
2013
32.90%34.93%
2012
16.49%14.07%
2011
5.19%-3.96%
2010
27.09%24.61%
2009
40.90%39.11%
2008
-41.53%-43.77%
2007
20.89%15.09%
2006
3.93%9.00%
2005
5.56%9.84%
2004
12.44%13.23%
2003
26.89%35.96%
2002
-15.92%-27.24%
2001
-8.90%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.66%N/AN/AN/A
202311.33%4.70%-8.82%13.07%
2022-15.66%-17.81%0.54%3.83%
20211.38%7.81%4.45%7.31%
2020-19.30%29.44%8.70%18.73%
201918.45%6.86%1.78%5.80%
20184.38%2.40%8.98%-15.54%
20178.67%6.81%3.60%5.51%
20160.27%2.33%2.34%0.38%
20154.37%-0.31%-7.90%0.61%
20141.80%1.05%-1.75%3.75%
201310.07%1.10%11.08%7.52%
201215.93%-4.15%4.96%-0.13%
20117.47%2.69%-16.61%14.29%
20108.86%-6.51%11.07%12.43%
2009-3.38%17.13%18.55%5.02%
2008-15.07%2.20%-10.30%-24.90%
20075.14%7.75%5.49%1.16%
200611.42%-6.94%-4.16%4.59%
2005-3.85%1.53%3.76%4.23%
20042.78%3.90%-4.05%9.73%
2003-4.18%13.62%6.24%9.71%
20020.88%-7.18%-11.14%1.06%
2001-13.80%8.82%-16.31%16.05%

Rank in category (by total return)

YTD92
1-month93
3-month93
1-year96
3-year48
5-year50

Load adjusted returns

1-year4.64%
3-year-1.52%
5-year8.55%
10-year9.65%