Baird Aggregate Bond Fund Fundamentals
| BAGSX Fund | USD 10.16 0.01 0.1% |
Baird Aggregate Bond fundamentals help investors to digest information that contributes to Baird Aggregate's financial success or failures. It also enables traders to predict the movement of Baird Mutual Fund. The fundamental analysis module provides a way to measure Baird Aggregate's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Baird Aggregate mutual fund.
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Baird Aggregate Bond Mutual Fund Three Year Return Analysis
Baird Aggregate'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 Aggregate Three Year Return | (2.13) % |
Most of Baird Aggregate'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 Aggregate Bond 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 Aggregate Bond has a Three Year Return of -2.1268%. This is much lower than that of the Baird family and significantly lower than that of the Intermediate Core Bond category. The three year return for all United States funds is notably higher than that of the company.
Baird Aggregate Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baird Aggregate's current stock value. Our valuation model uses many indicators to compare Baird Aggregate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baird Aggregate competition to find correlations between indicators driving Baird Aggregate's intrinsic value. More Info.Baird Aggregate Bond is fourth largest fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 429.51 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 Aggregate's earnings, one of the primary drivers of an investment's value.Baird Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Baird Aggregate's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Baird Aggregate could also be used in its relative valuation, which is a method of valuing Baird Aggregate by comparing valuation metrics of similar companies.Baird Aggregate is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Baird Aggregate
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Baird Aggregate's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Baird Fundamentals
| Total Asset | 913.7 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 1.93 % | ||||
| One Year Return | 7.26 % | ||||
| Three Year Return | (2.13) % | ||||
| Five Year Return | (0.01) % | ||||
| Ten Year Return | 4.46 % | ||||
| Net Asset | 39.28 B | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 2.75 % | ||||
| Bond Positions Weight | 10.65 % |
About Baird Aggregate Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Baird Aggregate Bond's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baird Aggregate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baird Aggregate Bond based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally invests at least 80 percent of its net assets in 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.
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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 Aggregate 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 Aggregate security.
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