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Baird MidCap Inv (BMDSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.59+0.05 (+0.23%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.74%
5-year average return8.07%
Number of years up17
Number of years down6
Best 1-yr total return (20 Jun 2024)40.52%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return40.52%
Worst 3-yr total return1.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBMDSXCategory
YTD-3.08%10.80%
1-month0.93%4.43%
3-month-5.52%7.00%
1-year7.33%48.17%
3-year-0.77%21.26%
5-year9.51%20.18%
10-year9.46%14.07%
Last bull market26.82%27.14%
Last bear market-17.86%-21.26%

Annual total return (%) history

Year
BMDSXCategory
2024
N/AN/A
2023
19.86%N/A
2022
-27.82%N/A
2021
22.25%N/A
2020
34.32%39.26%
2019
35.94%32.52%
2018
-1.86%-6.65%
2017
26.61%23.91%
2016
5.08%6.03%
2015
-3.80%-0.95%
2014
4.62%7.00%
2013
32.62%34.93%
2012
16.16%14.07%
2011
4.93%-3.96%
2010
26.92%24.61%
2009
40.52%39.11%
2008
-41.70%-43.77%
2007
20.61%15.09%
2006
3.73%9.00%
2005
5.24%9.84%
2004
12.32%13.23%
2003
26.47%35.96%
2002
-16.06%-27.24%
2001
-9.10%-19.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.59%N/AN/AN/A
202311.26%4.59%-8.83%12.97%
2022-15.72%-17.86%0.48%3.76%
20211.33%7.75%4.40%7.24%
2020-19.41%29.39%8.60%18.62%
201918.32%6.81%1.75%5.72%
20184.28%2.37%8.89%-15.57%
20178.61%6.77%3.48%5.51%
20160.21%2.22%2.31%0.27%
20154.34%-0.38%-8.04%0.64%
20141.73%1.02%-1.89%3.76%
201310.06%0.98%11.08%7.43%
201215.84%-4.20%4.94%-0.26%
20117.38%2.67%-16.64%14.17%
20108.84%-6.57%11.13%12.31%
2009-3.47%17.20%18.39%4.91%
2008-15.11%2.13%-10.31%-25.03%
20075.02%7.68%5.50%1.10%
200611.37%-7.03%-4.22%4.58%
2005-3.88%1.44%3.60%4.18%
20042.80%3.83%-4.08%9.71%
2003-4.33%13.70%6.02%9.66%
20020.99%-7.30%-11.28%1.06%
2001-13.80%8.70%-16.22%15.80%

Rank in category (by total return)

YTD94
1-month84
3-month93
1-year95
3-year54
5-year62

Load adjusted returns

1-year7.33%
3-year-0.77%
5-year9.51%
10-year9.46%