Baird Smallcap Value Fund Manager Performance Evaluation
| BSVIX Fund | USD 14.73 0.15 1.03% |
The fund shows a Beta (market volatility) of 1.4, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Baird Smallcap will likely underperform.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Baird Smallcap Value are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Baird Smallcap showed solid returns over the last few months and may actually be approaching a breakup point.
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| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 1.2500 |
Baird |
Baird Smallcap Relative Risk vs. Return Landscape
If you would invest 1,276 in Baird Smallcap Value on November 12, 2025 and sell it today you would earn a total of 197.00 from holding Baird Smallcap Value or generate 15.44% return on investment over 90 days. Baird Smallcap Value is currently producing 0.2592% returns and takes up 2.2472% volatility of returns over 90 trading days. Put another way, 20% of traded mutual funds are less volatile than Baird, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baird Smallcap Current Valuation
Overvalued
Today
Please note that Baird Smallcap's price fluctuation is not too volatile at this time. At this time, the entity appears to be overvalued. Baird Smallcap Value shows a prevailing Real Value of $13.32 per share. The current price of the fund is $14.73. We determine the value of Baird Smallcap Value 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 Smallcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baird Mutual Fund. However, Baird Smallcap'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 14.73 | Real 13.32 | Hype 14.73 |
The intrinsic value of Baird Smallcap'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 Smallcap'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 Smallcap Value 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 Smallcap more accurately as focusing exclusively on Baird Smallcap's fundamentals will not take into account other important factors: Baird Smallcap 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 |
| 14.73 | 90 days | 14.73 | about 25.42 |
Based on a normal probability distribution, the odds of Baird Smallcap to move above the current price in 90 days from now is about 25.42 (This Baird Smallcap Value probability density function shows the probability of Baird Mutual Fund to fall within a particular range of prices over 90 days) .
Baird Smallcap Price Density |
| Price |
Predictive Modules for Baird Smallcap
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 Smallcap Value. 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.Baird Smallcap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Baird Smallcap is not an exception. The market had few large corrections towards the Baird Smallcap'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 Smallcap Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baird Smallcap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.12 | |
β | Beta against Dow Jones | 1.40 | |
σ | Overall volatility | 1.24 | |
Ir | Information ratio | 0.07 |
Baird Smallcap 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 Smallcap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baird Smallcap Value can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 95.44% of its assets under management (AUM) in equities |
Baird Smallcap Fundamentals Growth
Baird Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baird Smallcap, and Baird Smallcap 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 | 17.47 X | ||||
| Price To Book | 2.09 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 74.34 M | ||||
About Baird Smallcap Performance
Evaluating Baird Smallcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baird Smallcap 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 Smallcap 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 equity securities. Although it invests principally in U.S. companies, the fund may invest up to 15 percent of its total assets in equity securities of foreign companies. Equity securities in which the fund may invest include common stocks, preferred stocks, American Depositary Receipts or other depositary shares or receipts, rights, warrants, exchange-traded funds , and options whose reference asset is an equity security or equity securities index. The fund is non-diversified.Things to note about Baird Smallcap Value performance evaluation
Checking the ongoing alerts about Baird Smallcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baird Smallcap Value 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 95.44% of its assets under management (AUM) in equities |
- Analyzing Baird Smallcap'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 Smallcap's stock is overvalued or undervalued compared to its peers.
- Examining Baird Smallcap'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 Smallcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baird Smallcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baird Smallcap's mutual fund. These opinions can provide insight into Baird Smallcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baird Mutual Fund
Baird Smallcap 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 Smallcap security.
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