Baird Smallcap Financial Statements From 2010 to 2024
| BSVSX Fund | USD 16.87 0.27 1.63% |
Check Baird Smallcap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baird Smallcap's main balance sheet or income statement drivers, such as , as well as many indicators such as . Baird financial statements analysis is a perfect complement when working with Baird Smallcap Valuation or Volatility modules.
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Baird Smallcap Value Mutual Fund Year To Date Return Analysis
Baird Smallcap's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Baird Smallcap Year To Date Return | 22.37 % |
Most of Baird Smallcap's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Baird Smallcap Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Baird Smallcap Value has a Year To Date Return of 22.3734%. This is much higher than that of the Baird family and significantly higher than that of the Small Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Baird Smallcap Value Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baird Smallcap's current stock value. Our valuation model uses many indicators to compare Baird Smallcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baird Smallcap competition to find correlations between indicators driving Baird Smallcap's intrinsic value. More Info.Baird Smallcap Value is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baird Smallcap Value is roughly 8.97 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baird Smallcap's earnings, one of the primary drivers of an investment's value.About Baird Smallcap Financial Statements
Baird Smallcap investors use historical fundamental indicators, such as Baird Smallcap's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Baird Smallcap. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. Although it invests principally in U.S. companies, the fund may invest up to 15 percent of its total assets in equity securities of foreign companies. Equity securities in which the fund may invest include common stocks, preferred stocks, American Depositary Receipts or other depositary shares or receipts, rights, warrants, exchange-traded funds , and options whose reference asset is an equity security or equity securities index. The fund is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Baird Mutual Fund
Baird Smallcap financial ratios help investors to determine whether Baird Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baird with respect to the benefits of owning Baird Smallcap security.
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