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BMDIX: BAIRD MIDCAP FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 20.05 0.27(1.33%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 02/01/2001 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 10.45% |
| Expenses | 1.07% |
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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 | Since 02/01/2001 |
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(%) | 0.3 | 5.4 | 0.2 | 1.0 | -0.8 | 8.9 | 9.3 | 8.5 | 7.3 | -18.3 | -0.9 | 20.2 | -27.7 | 22.1 | 35.0 | 36.3 | -1.3 | 26.9 | 5.4 | -3.6 | 4.9 | 32.9 | 16.5 | 5.2 | 27.1 | 40.9 | -41.5 | 20.9 | 3.9 | 5.6 | 12.4 | 26.9 | -15.9 | -12.0 |
| Sharpe Ratio | NA | 0.61 | -0.16 | -0.13 | -0.16 | 0.35 | NA | NA | 0.28 | -0.88 | -0.3 | 0.98 | -0.92 | 1.22 | 0.98 | 2.42 | -0.15 | 2.93 | 0.34 | -0.23 | 0.34 | 2.55 | 1.08 | 0.19 | 1.33 | 1.36 | -1.05 | 1.09 | 0.03 | 0.26 | 0.82 | 1.42 | -0.64 | -0.62 |
| Draw Down(%) | NA | 10.3 | 14.4 | 25.0 | 36.1 | 36.1 | NA | NA | 53.9 | 23.4 | 11.9 | 18.4 | 33.6 | 9.9 | 34.7 | 7.4 | 21.7 | 3.1 | 12.7 | 11.5 | 10.3 | 5.7 | 10.4 | 22.0 | 13.9 | 22.1 | 52.0 | 8.9 | 16.3 | 10.3 | 10.7 | 13.4 | 26.2 | 29.0 |
| Standard Deviation(%) | NA | 17.2 | 15.2 | 17.2 | 21.0 | 20.8 | NA | NA | 21.3 | 23.2 | 15.1 | 17.1 | 31.9 | 18.1 | 35.3 | 14.4 | 17.9 | 9.0 | 15.1 | 15.5 | 14.2 | 12.9 | 15.3 | 27.1 | 20.3 | 29.9 | 40.5 | 16.4 | 15.1 | 12.6 | 14.0 | 18.5 | 26.8 | 25.0 |
| Treynor Ratio | NA | 0.13 | -0.03 | -0.03 | -0.04 | 0.08 | NA | NA | 0.06 | -0.23 | -0.05 | 0.17 | -0.3 | 0.23 | 0.35 | 0.35 | -0.03 | 0.26 | 0.06 | -0.04 | 0.05 | 0.35 | 0.18 | 0.05 | 0.3 | 0.41 | -0.5 | 0.2 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | -0.03 | -0.05 | -0.03 | -0.01 | NA | NA | 0.0 | -0.12 | -0.06 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.02 | 0.0 | -0.01 | -0.03 | 0.01 | 0.01 | 0.03 | 0.0 | 0.0 | -0.01 | 0.02 | -0.02 | NA | NA | NA | NA | NA |
| Beta | NA | 0.8 | 0.83 | 0.9 | 0.94 | 0.96 | NA | NA | 0.93 | 0.89 | 0.92 | 0.98 | 0.98 | 0.96 | 0.98 | 1.0 | 0.97 | 1.01 | 0.93 | 0.96 | 1.01 | 0.94 | 0.93 | 0.94 | 0.9 | 0.99 | 0.84 | 0.9 | 1.0 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.8 | 0.78 | 0.87 | 0.92 | 0.94 | NA | NA | 0.76 | 0.69 | 0.84 | 0.94 | 0.97 | 0.92 | 0.98 | 0.94 | 0.96 | 0.85 | 0.95 | 0.95 | 0.95 | 0.94 | 0.96 | 0.97 | 0.94 | 0.97 | 0.94 | 0.9 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 10.5 | 5.6 | 6.1 | 9.5 | 10.2 | 8.6 | N/A | 10.0 | 4.0 | 2.6 | 1.2 | 17.5 | 11.5 | 7.1 | 5.8 | 5.6 | 0.0 | 0.1 | 1.1 | 2.6 | 1.0 | 5.8 | 0.0 | 0.3 | 0.1 | 18.1 | 19.8 | 3.7 | 0.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 141.9 | -50.5 | 53.4 | 190.8 | N/A | N/A | N/A | 141.9 | 77.0 | 59.8 | -92.9 | 82.2 | 112.8 | 12.1 | 24.9 | N/A | -100.0 | -86.2 | -48.2 | 194.3 | -82.1 | N/A | -100.0 | 280.0 | -99.7 | -24.2 | 460.3 | 1994.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2001
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