Baird Quality Intermediate Fund Manager Performance Evaluation
| BMBSX Fund | USD 11.39 0.01 0.09% |
The fund shows a Beta (market volatility) of 0.0418, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Baird Quality's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baird Quality is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Baird Quality Intermediate are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Baird Quality is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.5500 |
Baird |
Baird Quality Relative Risk vs. Return Landscape
If you would invest 1,137 in Baird Quality Intermediate on August 29, 2024 and sell it today you would earn a total of 2.00 from holding Baird Quality Intermediate or generate 0.18% return on investment over 90 days. Baird Quality Intermediate is currently producing 0.0029% returns and takes up 0.1607% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Baird, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baird Quality Current Valuation
Fairly Valued
Today
Please note that Baird Quality's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baird Quality Interm shows a prevailing Real Value of $11.39 per share. The current price of the fund is $11.39. We determine the value of Baird Quality Interm from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Baird Quality is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baird Mutual Fund. However, Baird Quality's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.39 | Real 11.39 | Hype 11.39 | Naive 11.39 |
The intrinsic value of Baird Quality's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Baird Quality's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Baird Quality Intermediate helps investors to forecast how Baird mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Baird Quality more accurately as focusing exclusively on Baird Quality's fundamentals will not take into account other important factors: Baird Quality Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baird Quality's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baird Quality Intermediate, and traders can use it to determine the average amount a Baird Quality's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0179
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BMBSX |
Estimated Market Risk
| 0.16 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Baird Quality is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Baird Quality by adding it to a well-diversified portfolio.
Baird Quality Fundamentals Growth
Baird Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baird Quality, and Baird Quality fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Baird Mutual Fund performance.
| Total Asset | 48.26 M | |||
About Baird Quality Performance
Evaluating Baird Quality's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baird Quality has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Baird Quality has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in municipal bonds and debentures, the interest from which is exempt from federal income tax. It invests in a broadly diversified portfolio of municipal obligations issued by governmental authorities throughout the U.S. and its territories. The fund may invest in all types of municipal obligations, including pre-refunded bonds, general obligation bonds, revenue bonds, municipal lease participations and tax-exempt commercial paper.Things to note about Baird Quality Interm performance evaluation
Checking the ongoing alerts about Baird Quality for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baird Quality Interm help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of 0.0% | |
| Baird Quality Interm holds most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Baird Quality's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Baird Quality's stock is overvalued or undervalued compared to its peers.
- Examining Baird Quality's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Baird Quality's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baird Quality's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baird Quality's mutual fund. These opinions can provide insight into Baird Quality's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baird Mutual Fund
Baird Quality 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 Quality security.
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