Baird Quality Annual Yield vs. Year To Date Return
| BMBSX Fund | USD 11.39 0.01 0.09% |
For Baird Quality profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Baird Quality to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Baird Quality Intermediate utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Baird Quality's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Baird Quality Intermediate over time as well as its relative position and ranking within its peers.
Baird |
Baird Quality Interm Year To Date Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Baird Quality's current stock value. Our valuation model uses many indicators to compare Baird Quality value to that of its competitors to determine the firm's financial worth. Baird Quality Intermediate is third largest fund in annual yield among similar funds. It is fourth largest fund in year to date return among similar funds creating about 918.60 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baird Quality's earnings, one of the primary drivers of an investment's value.Baird Year To Date Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
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| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Baird Quality |
| = | 1.84 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Baird Year To Date Return Comparison
Baird Quality is currently under evaluation in year to date return among similar funds.
Baird Quality Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Baird Quality, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Baird Quality will eventually generate negative long term returns. The profitability progress is the general direction of Baird Quality's change in net profit over the period of time. It can combine multiple indicators of Baird Quality, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests at least 80 percent of its net assets in municipal bonds and debentures, the interest from which is exempt from federal income tax. It invests in a broadly diversified portfolio of municipal obligations issued by governmental authorities throughout the U.S. and its territories. The fund may invest in all types of municipal obligations, including pre-refunded bonds, general obligation bonds, revenue bonds, municipal lease participations and tax-exempt commercial paper.
Baird Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Baird Quality. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Baird Quality position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Baird Quality's important profitability drivers and their relationship over time.
Use Baird Quality in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baird Quality position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baird Quality will appreciate offsetting losses from the drop in the long position's value.Baird Quality Pair Trading
Baird Quality Intermediate Pair Trading Analysis
The ability to find closely correlated positions to Baird Quality could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baird Quality when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Baird Quality - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Baird Quality Intermediate to buy it.
The correlation of Baird Quality is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Baird Quality moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baird Quality Interm moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Baird Quality can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Baird Quality position
In addition to having Baird Quality in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Insurance Providers Thematic Idea Now
Insurance Providers
Companies providing all types of insurance and insurance services. The Insurance Providers theme has 48 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Insurance Providers Theme or any other thematic opportunities.
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Other Information on Investing in Baird Mutual Fund
To fully project Baird Quality's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Baird Quality Interm at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Baird Quality's income statement, its balance sheet, and the statement of cash flows.
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