Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSVIX (BAIRD SMALLCAP VALUE FUND INSTITUTIONAL CLASS) | -4.92% | 3.89% | 8.97% | -2.12% | 2.82% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSVIX (BAIRD SMALLCAP VALUE FUND INSTITUTIONAL CLASS) | 05/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.67 | 3.89 | 8.97 | -2.12 | 2.82 | NA | NA | … | … | -4.92 | 2.65 | 24.02 | 13.75 | -33.75 | 14.81 | -2.56 | 18.40 | -16.32 | 18.05 | 15.11 | -5.11 | 0.42 | 39.85 | 3.42 |
| Sharpe Ratio | NA | 0.06 | 0.26 | -0.16 | 0.05 | NA | NA | … | … | -0.61 | -0.01 | 1.02 | 0.49 | -0.84 | 0.80 | -0.07 | 1.50 | -1.13 | 1.69 | 1.08 | -0.36 | 0.03 | 3.26 | 0.39 |
| Standard Deviation(%) | NA | 20.79 | 22.21 | 27.00 | 24.21 | NA | NA | … | … | 22.43 | 25.41 | 19.93 | 20.81 | 42.01 | 18.51 | 38.71 | 11.29 | 15.69 | 10.36 | 13.83 | 14.11 | 15.05 | 12.22 | 13.31 |
| Draw Down(%) | NA | 17.46 | 26.79 | 43.45 | 43.45 | NA | NA | … | … | 17.46 | 26.79 | 12.43 | 23.76 | 36.15 | 11.19 | 41.63 | 7.97 | 24.71 | 3.90 | 9.67 | 12.91 | 13.69 | 4.95 | 8.89 |
| Yield(%) | 0.00 | 12.85 | 5.78 | 2.58 | 2.78 | 3.00 | 2.25 | … | … | 0.00 | 12.06 | 1.43 | 0.01 | 0.00 | 1.14 | 0.16 | 0.81 | 3.53 | 3.46 | 1.33 | 0.61 | 1.81 | 2.44 | 1.50 |
Data as of 06/05/2026, Common starting date is 05/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSVIX (BAIRD SMALLCAP VALUE FUND INSTITUTIONAL CLASS) |
-9.73%
Apr 2021 – Apr 2024 |
-6.49%
Sep 2018 – Sep 2023 |
-0.91%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSVIX (BAIRD SMALLCAP VALUE FUND INSTITUTIONAL CLASS) |
15.02%
Jun 2012 – Jun 2015 |
13.27%
Nov 2012 – Nov 2017 |
6.71%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart