Baird Midcap Fund Manager Performance Evaluation
| BMDIX Fund | USD 24.28 0.15 0.61% |
The fund shows a Beta (market volatility) of 0.52, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Baird Midcap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baird Midcap is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Baird Midcap Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Baird Midcap 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 | 0.8200 |
Baird |
Baird Midcap Relative Risk vs. Return Landscape
If you would invest 2,446 in Baird Midcap Fund on November 3, 2024 and sell it today you would lose (18.00) from holding Baird Midcap Fund or give up 0.74% of portfolio value over 90 days. Baird Midcap Fund is currently producing negative expected returns and takes up 1.0882% volatility of returns over 90 trading days. Put another way, 9% 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 Midcap Current Valuation
Fairly Valued
Today
Please note that Baird Midcap's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baird Midcap shows a prevailing Real Value of $24.45 per share. The current price of the fund is $24.28. We determine the value of Baird Midcap 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 Midcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baird Mutual Fund. However, Baird Midcap'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 24.28 | Real 24.45 | Hype 24.28 | Naive 23.75 |
The intrinsic value of Baird Midcap'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 Midcap'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 Midcap Fund 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 Midcap more accurately as focusing exclusively on Baird Midcap's fundamentals will not take into account other important factors: Baird Midcap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baird Midcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baird Midcap Fund, and traders can use it to determine the average amount a Baird Midcap'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 = -0.0059
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BMDIX |
Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Baird Midcap is not performing at its full potential. However, 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 Midcap by adding Baird Midcap to a well-diversified portfolio.
Baird Midcap Fundamentals Growth
Baird Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baird Midcap, and Baird Midcap 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.
| Price To Earning | 26.02 X | |||
| Price To Book | 4.53 X | |||
| Price To Sales | 2.35 X | |||
| Total Asset | 2.14 B | |||
About Baird Midcap Performance
Evaluating Baird Midcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baird Midcap 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 Midcap 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, plus any borrowings for investment purposes, in the equity securities of U.S. and foreign mid-capitalization companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts that are traded on major U.S. exchanges. Although the fund principally invests in U.S. companies, the fund may invest up to 15 percent of its total assets in equity securities of foreign companies.Things to note about Baird Midcap performance evaluation
Checking the ongoing alerts about Baird Midcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baird Midcap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baird Midcap generated a negative expected return over the last 90 days | |
| The fund holds 98.19% of its assets under management (AUM) in equities |
- Analyzing Baird Midcap'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 Midcap's stock is overvalued or undervalued compared to its peers.
- Examining Baird Midcap'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 Midcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baird Midcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baird Midcap's mutual fund. These opinions can provide insight into Baird Midcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baird Mutual Fund
Baird Midcap 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 Midcap security.
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