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
BTMSX (BAIRD SHORT-TERM MUNICIPAL BOND FUND INVESTOR CLASS) 1.26% 4.14% 3.89% 1.69% 1.89% NA NA
Data as of 06/05/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
Name Start Date End Date
BTMSX (BAIRD SHORT-TERM MUNICIPAL BOND FUND INVESTOR CLASS) 09/01/2015 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
Annualized Return (%) 0.00 4.14 3.89 1.69 1.89 NA NA 1.26 4.47 2.99 3.90 -4.01 0.60 2.88 3.82 1.53 2.45 0.40 0.86
Sharpe Ratio NA 1.27 0.46 -0.55 0.12 NA NA -0.07 0.86 -0.44 0.14 -2.87 0.74 0.66 2.47 0.19 1.99 0.18 3.82
Standard Deviation(%) NA 1.10 1.61 1.62 1.80 NA NA 1.29 1.86 1.43 1.70 1.90 0.78 3.96 0.95 0.81 0.90 1.03 0.67
Draw Down(%) NA 1.10 1.89 6.52 6.52 NA NA 1.10 1.89 0.90 1.80 6.18 0.75 6.26 0.94 0.54 0.77 1.80 0.20
Yield(%) 0.00 3.11 3.00 2.23 1.88 1.33 0.99 1.27 3.10 2.94 2.51 1.28 0.89 1.30 1.70 1.71 1.44 1.20 0.46
Data as of 06/05/2026, Common starting date is 09/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BTMSX (BAIRD SHORT-TERM MUNICIPAL BOND FUND INVESTOR CLASS) -0.90%
Sep 2020 – Sep 2023
0.43%
Oct 2017 – Oct 2022
1.83%
Oct 2015 – Oct 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BTMSX (BAIRD SHORT-TERM MUNICIPAL BOND FUND INVESTOR CLASS) 4.32%
Oct 2022 – Oct 2025
2.29%
Nov 2016 – Nov 2021
1.92%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return