Baird Short Term Bond Fund Manager Performance Evaluation
| BSBSX Fund | USD 9.48 0.01 0.11% |
The fund shows a Beta (market volatility) of 0.0067, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Baird Short-term's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baird Short-term is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Baird Short Term Bond are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Baird Short-term 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 Short-term Relative Risk vs. Return Landscape
If you would invest 944.00 in Baird Short Term Bond on August 26, 2024 and sell it today you would earn a total of 4.00 from holding Baird Short Term Bond or generate 0.42% return on investment over 90 days. Baird Short Term Bond is currently producing 0.0066% returns and takes up 0.1067% volatility of returns over 90 trading days. Put another way, 0% 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 Short-term Current Valuation
Fairly Valued
Today
Please note that Baird Short-term's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baird Short Term shows a prevailing Real Value of $9.39 per share. The current price of the fund is $9.48. We determine the value of Baird Short Term 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 Short-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baird Mutual Fund. However, Baird Short-term'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 9.48 | Real 9.39 | Hype 9.48 | Naive 9.48 |
The intrinsic value of Baird Short-term'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 Short-term'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 Short Term Bond 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 Short-term more accurately as focusing exclusively on Baird Short-term's fundamentals will not take into account other important factors: Baird Short-term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baird Short-term's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baird Short Term Bond, and traders can use it to determine the average amount a Baird Short-term'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 = 0.0614
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Based on monthly moving average Baird Short-term is performing at about 4% 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 Short-term by adding it to a well-diversified portfolio.
Baird Short-term Fundamentals Growth
Baird Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baird Short-term, and Baird Short-term 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 | 165.93 M | ||||
About Baird Short-term Performance
Evaluating Baird Short-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baird Short-term 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 Short-term 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 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 and corporate debt of U.S. and foreign issuers. It only invests in debt obligations rated investment-grade at the time of purchase by at least one major rating agency or, if unrated, determined by the advisor to be investment grade.Things to note about Baird Short Term performance evaluation
Checking the ongoing alerts about Baird Short-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baird Short Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 18.66% of its assets under management (AUM) in fixed income securities |
- Analyzing Baird Short-term'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 Short-term's stock is overvalued or undervalued compared to its peers.
- Examining Baird Short-term'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 Short-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baird Short-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baird Short-term's mutual fund. These opinions can provide insight into Baird Short-term's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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