Baird Smallmid Cap Fund Manager Performance Evaluation
| BSGSX Fund | USD 15.70 0.51 3.36% |
The fund shows a Beta (market volatility) of 0.92, which signifies possible diversification benefits within a given portfolio. Baird Small/mid returns are very sensitive to returns on the market. As the market goes up or down, Baird Small/mid is expected to follow.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Baird Smallmid Cap are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Baird Small/mid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Baird Small/mid Relative Risk vs. Return Landscape
If you would invest 1,535 in Baird Smallmid Cap on November 11, 2025 and sell it today you would earn a total of 35.00 from holding Baird Smallmid Cap or generate 2.28% return on investment over 90 days. Baird Smallmid Cap is currently producing 0.0416% returns and takes up 0.9707% volatility of returns over 90 trading days. Put another way, 8% 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 Small/mid Current Valuation
Fairly Valued
Today
Please note that Baird Small/mid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baird Smallmid Cap shows a prevailing Real Value of $15.66 per share. The current price of the fund is $15.7. We determine the value of Baird Smallmid Cap 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 Small/mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baird Mutual Fund. However, Baird Small/mid'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 15.7 | Real 15.66 | Hype 15.7 |
The intrinsic value of Baird Small/mid'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 Small/mid'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 Smallmid Cap 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 Small/mid more accurately as focusing exclusively on Baird Small/mid's fundamentals will not take into account other important factors: Baird Small/mid Target Price Odds to finish over Current Price
The tendency of Baird Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 15.70 | 90 days | 15.70 | about 43.38 |
Based on a normal probability distribution, the odds of Baird Small/mid to move above the current price in 90 days from now is about 43.38 (This Baird Smallmid Cap probability density function shows the probability of Baird Mutual Fund to fall within a particular range of prices over 90 days) .
Baird Small/mid Price Density |
| Price |
Predictive Modules for Baird Small/mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Baird Smallmid Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Baird Small/mid's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Baird Small/mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Baird Small/mid is not an exception. The market had few large corrections towards the Baird Small/mid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Baird Smallmid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baird Small/mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | 0.92 | |
σ | Overall volatility | 0.36 | |
Ir | Information ratio | -0.05 |
Baird Small/mid Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Baird Small/mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baird Smallmid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Baird Equity Opportunity Fund Q4 2025 Commentary - Seeking Alpha | |
| Baird Smallmid Cap generated five year return of -2.0% | |
| This fund holds 97.96% of its assets under management (AUM) in equities |
Baird Small/mid Fundamentals Growth
Baird Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baird Small/mid, and Baird Small/mid 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 | 165.18 M | ||||
About Baird Small/mid Performance
Evaluating Baird Small/mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baird Small/mid 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 Small/mid 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 small- and mid-capitalization companies, principally common stocks and American Depositary Receipts that are traded on major U.S. exchanges. It may invest up to 15 percent of its total assets in equity securities of foreign companies.Things to note about Baird Smallmid Cap performance evaluation
Checking the ongoing alerts about Baird Small/mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baird Smallmid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Baird Equity Opportunity Fund Q4 2025 Commentary - Seeking Alpha | |
| Baird Smallmid Cap generated five year return of -2.0% | |
| This fund holds 97.96% of its assets under management (AUM) in equities |
- Analyzing Baird Small/mid'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 Small/mid's stock is overvalued or undervalued compared to its peers.
- Examining Baird Small/mid'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 Small/mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baird Small/mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baird Small/mid's mutual fund. These opinions can provide insight into Baird Small/mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baird Mutual Fund
Baird Small/mid 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 Small/mid security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
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| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |