Baird Ultra Financial Statements From 2010 to 2024
| BUBSX Fund | USD 10.19 0.01 0.1% |
Check Baird Ultra financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baird Ultra'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 Ultra Valuation or Volatility modules.
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Baird Ultra Short Mutual Fund Three Year Return Analysis
Baird Ultra's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Baird Ultra Three Year Return | 3.62 % |
Most of Baird Ultra's fundamental indicators, such as Three Year 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 Ultra Short is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Baird Ultra Short has a Three Year Return of 3.6215%. This is much higher than that of the Baird family and significantly higher than that of the Ultrashort Bond category. The three year return for all United States funds is notably lower than that of the firm.
Baird Ultra Short Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baird Ultra's current stock value. Our valuation model uses many indicators to compare Baird Ultra value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baird Ultra competition to find correlations between indicators driving Baird Ultra's intrinsic value. More Info.Baird Ultra Short is second largest fund in annual yield among similar funds. It also is second largest fund in year to date return among similar funds creating about 48,743 of Year To Date Return per Annual Yield. 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 Ultra's earnings, one of the primary drivers of an investment's value.About Baird Ultra Financial Statements
Baird Ultra investors use historical fundamental indicators, such as Baird Ultra'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 Ultra. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in bonds, including the following types of U.S. dollar-denominated debt obligations U.S. government and other public-sector entities asset-backed and mortgage-backed obligations of U.S. and foreign issuers Corporate debt of U.S. and foreign issuers money market instruments. It invests primarily in investment-grade debt obligations, rated at the time of purchase by at least one major rating agency, but may invest up to 10 percent of its net assets in high yield bonds.
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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 Ultra 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 Ultra security.
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| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |