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BMBSX: BAIRD QUALITY INTERMEDIATE MUNICIPAL BOND FUND INVESTOR (MUTUAL FUND)
Basic Info 11.45 0.01(0.09%) June 05
| Asset Class: | Muni National Interm |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 04/26/2001 |
| Last Dividend Date: | 05/27/2026 |
| 12-Mo. Yield | 2.58% |
| Expenses | 0.30% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.2 | 5.1 | 3.4 | 0.9 | 1.5 | 1.9 | 2.7 | 2.7 | 4.3 | 1.4 | 4.0 | -6.0 | 0.0 | 4.2 | 5.3 | 0.9 | 3.0 | -0.9 | 2.0 | 4.3 | -1.4 | 2.9 | 8.3 | 1.9 | 5.9 | 6.0 | 4.7 | 3.5 | 1.1 | 2.2 | 0.6 | 7.3 | 2.9 |
| Sharpe Ratio | NA | 0.2 | 1.47 | 0.04 | -0.66 | -0.04 | NA | NA | 0.57 | 0.5 | -1.0 | 0.15 | -2.77 | -0.01 | 0.65 | 2.86 | -0.4 | 1.4 | -0.61 | 1.39 | 2.81 | -0.63 | 1.56 | 3.99 | 0.83 | 2.1 | 1.31 | 0.86 | 0.02 | -0.54 | 0.33 | -0.02 | 1.71 | 0.89 |
| Draw Down(%) | NA | 2.0 | 2.0 | 3.3 | 9.6 | 9.6 | NA | NA | 9.6 | 3.0 | 1.8 | 4.1 | 9.1 | 1.5 | 9.2 | 1.4 | 1.6 | 1.9 | 4.2 | 2.1 | 1.0 | 4.5 | 2.0 | 2.3 | 3.7 | 3.0 | 5.7 | 1.5 | 1.1 | 2.2 | 6.2 | 6.3 | 3.7 | 4.2 |
| Standard Deviation(%) | NA | 2.1 | 1.7 | 2.5 | 2.4 | 2.8 | NA | NA | 2.7 | 2.9 | 2.3 | 2.5 | 2.7 | 1.1 | 6.1 | 1.3 | 1.2 | 1.7 | 1.8 | 1.4 | 1.5 | 2.3 | 1.8 | 2.1 | 2.2 | 2.8 | 3.8 | 1.8 | 1.7 | 2.1 | 3.6 | 3.8 | 3.6 | 2.6 |
| Treynor Ratio | NA | 0.01 | 0.04 | 0.0 | -0.02 | 0.0 | NA | NA | 0.02 | 0.02 | -0.03 | 0.01 | -0.11 | 0.0 | 0.05 | 0.06 | -0.01 | 0.04 | -0.02 | 0.04 | 0.07 | -0.02 | 0.04 | 0.12 | 0.03 | 0.08 | 0.08 | 0.03 | 0.0 | -0.02 | 0.01 | 0.0 | 0.07 | 0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 0.64 | 0.57 | 0.7 | 0.7 | 0.76 | NA | NA | 0.74 | 0.7 | 0.72 | 0.7 | 0.7 | 0.62 | 0.87 | 0.63 | 0.53 | 0.65 | 0.61 | 0.56 | 0.65 | 0.69 | 0.68 | 0.7 | 0.69 | 0.72 | 0.65 | 0.54 | 0.58 | 0.71 | 0.93 | 0.98 | 0.89 | 0.6 |
| RSquared | NA | 0.75 | 0.64 | 0.84 | 0.85 | 0.87 | NA | NA | 0.73 | 0.88 | 0.82 | 0.85 | 0.89 | 0.59 | 0.97 | 0.61 | 0.53 | 0.68 | 0.74 | 0.53 | 0.58 | 0.77 | 0.57 | 0.64 | 0.69 | 0.68 | 0.75 | 0.48 | 0.55 | 0.61 | 0.83 | 0.61 | 0.53 | 0.37 |
| Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.8 | 2.5 | 2.3 | 1.6 | 1.5 | 1.7 | 2.0 | 2.1 | 2.0 | 1.7 | 2.2 | 2.3 | 2.3 | 2.2 | 2.5 | 2.2 | 2.5 | 3.2 | 3.2 | 3.4 | 3.3 | 3.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -57.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.2 | 11.4 | 32.3 | 6.1 | -12.1 | -13.2 | -2.3 | 2.7 | 13.2 | -22.6 | -0.7 | -4.9 | 6.3 | -8.2 | 13.1 | -7.5 | -20.9 | 3.8 | -6.3 | 0.3 | 8.4 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/25/2001
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni National Interm Asset Class Trend Rankings |
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