Baird Small/mid Financial Statements From 2010 to 2025
| BSGIX Fund | USD 17.50 0.21 1.21% |
Check Baird Small/mid financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baird Small/mid's main balance sheet or income statement drivers, such as , as well as many indicators such as . Baird financial statements analysis is a perfect complement when working with Baird Small/mid Valuation or Volatility modules.
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Baird Smallmid Cap Mutual Fund Five Year Return Analysis
Baird Small/mid's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Baird Small/mid Five Year Return | 8.47 % |
Most of Baird Small/mid's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Baird Smallmid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Baird Smallmid Cap has a Five Year Return of 8.4699%. This is much higher than that of the Baird family and significantly higher than that of the Mid-Cap Growth category. The five year return for all United States funds is notably lower than that of the firm.
Baird Smallmid Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baird Small/mid's current stock value. Our valuation model uses many indicators to compare Baird Small/mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baird Small/mid competition to find correlations between indicators driving Baird Small/mid's intrinsic value. More Info.Baird Smallmid Cap is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 9.97 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baird Small/mid's earnings, one of the primary drivers of an investment's value.About Baird Small/mid Financial Statements
Baird Small/mid investors use historical fundamental indicators, such as Baird Small/mid's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Baird Small/mid. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in the equity securities of U.S. and foreign small- and mid-capitalization companies, principally common stocks and American Depositary Receipts that are traded on major U.S. exchanges. It may invest up to 15 percent of its total assets in equity securities of foreign companies.
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Other Information on Investing in Baird Mutual Fund
Baird Small/mid financial ratios help investors to determine whether Baird Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baird with respect to the benefits of owning Baird Small/mid security.
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