Baird Smallmid Cap Fund Manager Performance Evaluation
| BSGSX Fund | USD 17.82 0.22 1.25% |
The fund shows a Beta (market volatility) of 1.12, which signifies a somewhat significant risk relative to the market. 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
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Baird Smallmid Cap are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Baird Small/mid showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 1.1000 |
Baird |
Baird Small/mid Relative Risk vs. Return Landscape
If you would invest 1,555 in Baird Smallmid Cap on August 28, 2024 and sell it today you would earn a total of 227.00 from holding Baird Smallmid Cap or generate 14.6% return on investment over 90 days. Baird Smallmid Cap is currently producing 0.2219% returns and takes up 1.0428% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Baird, and 96% 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
Undervalued
Today
Please note that Baird Small/mid's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Baird Smallmid Cap shows a prevailing Real Value of $18.41 per share. The current price of the fund is $17.82. 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 17.82 | Real 18.41 | Hype 17.78 | Naive 17.45 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baird Small/mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baird Smallmid Cap, and traders can use it to determine the average amount a Baird Small/mid'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 = 0.2128
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Small Returns | BSGSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Baird Small/mid is performing at about 16% 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 Small/mid by adding it to a well-diversified portfolio.
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. Baird SmallMid is traded on NASDAQ Exchange in the United States.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.| The fund generated three year return of -4.0% | |
| Baird Smallmid Cap 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.
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