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Baird Small/Mid Cap Growth Institutional (BSGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.37-0.02 (-0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.94%
5-year average return7.89%
Number of years up4
Number of years down1
Best 1-yr total return (17 Jun 2024)44.57%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return44.57%
Worst 3-yr total return-1.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSGIXCategory
YTD-3.12%10.80%
1-month2.92%4.43%
3-month-3.49%7.00%
1-year3.20%48.17%
3-year-4.67%21.26%
5-year9.22%20.18%
10-year0.00%14.07%
Last bull market19.33%27.14%
Last bear market-15.77%-21.26%

Annual total return (%) history

Year
BSGIXCategory
2024
N/AN/A
2023
10.88%N/A
2022
-27.14%N/A
2021
18.42%N/A
2020
44.57%39.26%
2019
36.98%32.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.88%N/AN/AN/A
20239.15%3.43%-8.90%7.82%
2022-15.10%-15.77%-0.56%2.45%
20213.05%8.20%1.13%5.01%
2020-18.52%33.43%12.08%18.63%
201918.32%6.61%0.18%8.40%

Rank in category (by total return)

YTD94
1-month35
3-month77
1-year100
3-year81
5-year66

Load adjusted returns

1-year3.20%
3-year-4.67%
5-year9.22%
10-yearN/A