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Baird SmallCap Value Investor (BSVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.81-0.03 (-0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.17%
5-year average return4.50%
Number of years up8
Number of years down3
Best 1-yr total return (24 Apr 2024)39.58%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return39.58%
Worst 3-yr total return0.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSVSXCategory
YTD3.48%20.19%
1-month4.27%0.02%
3-month3.48%4.36%
1-year7.29%60.18%
3-year4.22%11.32%
5-year6.22%13.88%
10-year4.63%11.19%
Last bull market43.68%27.98%
Last bear market-13.56%-24.08%

Annual total return (%) history

Year
BSVSXCategory
2024
N/AN/A
2023
13.56%N/A
2022
-11.77%N/A
2021
19.16%N/A
2020
2.54%10.99%
2019
18.19%23.75%
2018
-16.71%-12.72%
2017
17.78%12.28%
2016
14.84%20.78%
2015
-5.37%-5.38%
2014
0.13%3.79%
2013
39.58%37.39%
2012
N/A15.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.48%N/AN/AN/A
20239.53%0.31%-8.98%13.56%
2022-4.31%-13.56%-2.40%9.28%
20219.15%2.77%-1.44%7.77%
2020-27.16%12.46%-1.83%27.51%
201910.75%1.99%-0.59%5.25%
2018-3.24%4.69%1.22%-18.76%
20170.54%2.62%8.18%5.53%
20160.85%5.04%2.03%6.25%
20151.38%0.93%-6.81%-0.76%
20141.65%1.27%-6.12%3.62%
201312.86%2.35%10.79%9.07%
20124.60%0.99%N/AN/A

Rank in category (by total return)

YTD81
1-month30
3-month81
1-year97
3-year40
5-year91

Load adjusted returns

1-year7.29%
3-year4.22%
5-year6.22%
10-year4.63%