Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BSBIX (BAIRD SHORT-TERM BOND FUND INSTITUTIONAL) 0.99% 4.18% 5.16% 2.48% 2.38% 2.26% 2.68%
Data as of 06/05/2026, Common starting date is 09/24/2004
More Performance Analytics Comparison
Name Start Date End Date
BSBIX (BAIRD SHORT-TERM BOND FUND INSTITUTIONAL) 09/24/2004 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) -0.21 4.18 5.16 2.48 2.38 2.26 2.68 0.99 5.68 4.99 5.66 -3.67 -0.73 3.48 4.68 1.50 1.53 2.05 0.98 1.50 1.32 4.18 2.09 4.13 8.17 -1.78 6.51 0.62 -1.19 0.20
Sharpe Ratio NA 1.22 1.19 -0.04 0.44 NA NA -0.30 2.01 0.79 0.79 -2.16 -0.89 1.46 2.30 0.12 0.90 1.64 0.77 1.45 1.37 5.07 1.57 2.82 3.72 -0.85 2.00 -1.65 -2.32 -0.50
Standard Deviation(%) NA 1.30 1.67 1.94 1.68 NA NA 1.47 1.40 1.74 2.55 2.37 0.85 2.20 1.39 0.94 0.98 1.12 1.23 1.02 0.94 0.82 1.32 1.43 2.17 3.20 1.69 1.70 1.49 1.34
Draw Down(%) NA 0.94 0.94 6.23 6.49 NA NA 0.94 0.63 0.67 1.24 5.27 1.12 4.33 0.61 0.45 0.49 0.90 0.65 0.64 0.93 0.31 1.04 0.99 1.06 4.59 0.50 1.32 1.41 0.66
Yield(%) 0.00 4.28 4.29 3.10 2.54 2.38 2.73 1.67 4.40 4.36 3.49 1.68 1.09 1.91 2.54 2.20 1.73 1.42 1.71 1.70 1.93 2.47 3.01 2.94 4.42 5.05 5.32 0.42 0.22 0.80
Data as of 06/05/2026, Common starting date is 09/24/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSBIX (BAIRD SHORT-TERM BOND FUND INSTITUTIONAL) -0.80%
Jun 2020 – Jun 2023
0.71%
Oct 2017 – Oct 2022
1.13%
Oct 2012 – Oct 2022
1.85%
Feb 2008 – Feb 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSBIX (BAIRD SHORT-TERM BOND FUND INSTITUTIONAL) 5.65%
Oct 2022 – Oct 2025
4.14%
Nov 2008 – Nov 2013
3.05%
Jun 2006 – Jun 2016
2.76%
May 2006 – May 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return