Baird Short Term Municipal Fund Three Year Return
| BTMSX Fund | USD 10.00 0.03 0.30% |
Baird Short Term Municipal fundamentals help investors to digest information that contributes to Baird Short-term'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 Short-term'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 Short-term mutual fund.
Baird |
Baird Short Term Municipal Mutual Fund Three Year Return Analysis
Baird Short-term'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 Short-term Three Year Return | 0.97 % |
Most of Baird Short-term'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 Short Term Municipal 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 Short Term Municipal has a Three Year Return of 0.9702%. This is much higher than that of the Baird family and significantly higher than that of the Muni National Short category. The three year return for all United States funds is notably lower than that of the firm.
Did you try this?
Run Watchlist Optimization Now
Watchlist OptimizationOptimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |
| All Next | Launch Module |
Fund Asset Allocation for Baird Short-term
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 Short-term'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 | 62.42 M | |||
| Annual Yield | 0.0004 % | |||
| Year To Date Return | 3.08 % | |||
| One Year Return | 4.95 % | |||
| Three Year Return | 0.97 % | |||
| Five Year Return | 1.32 % | |||
| Net Asset | 1.67 B | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 1.43 % | |||
| Bond Positions Weight | 0.76 % |
About Baird Short-term Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Baird Short Term Municipal's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baird Short-term using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baird Short Term Municipal 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.
Also Currently Popular
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 Short-term 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 Short-term security.
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |