Baird Ultra Short Fund Manager Performance Evaluation
| BUBSX Fund | USD 10.18 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.0043, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Baird Ultra's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baird Ultra is expected to be smaller as well.
Risk-Adjusted Performance
35 of 100
Weak | Strong |
Very Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Baird Ultra Short are ranked lower than 35 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Baird Ultra is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.4000 |
Baird |
Baird Ultra Relative Risk vs. Return Landscape
If you would invest 1,007 in Baird Ultra Short on September 16, 2024 and sell it today you would earn a total of 11.00 from holding Baird Ultra Short or generate 1.09% return on investment over 90 days. Baird Ultra Short is currently producing 0.0167% returns and takes up 0.0373% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Baird, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baird Ultra Current Valuation
Fairly Valued
Today
Please note that Baird Ultra's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baird Ultra Short shows a prevailing Real Value of $10.17 per share. The current price of the fund is $10.18. We determine the value of Baird Ultra Short from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Baird Ultra is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baird Mutual Fund. However, Baird Ultra's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.18 | Real 10.17 | Hype 10.18 | Naive 10.19 |
The intrinsic value of Baird Ultra's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Baird Ultra's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Baird Ultra Short helps investors to forecast how Baird mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Baird Ultra more accurately as focusing exclusively on Baird Ultra's fundamentals will not take into account other important factors: Baird Ultra Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baird Ultra's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baird Ultra Short, and traders can use it to determine the average amount a Baird Ultra's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.4478
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| BUBSX |
Based on monthly moving average Baird Ultra is performing at about 35% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Baird Ultra by adding it to a well-diversified portfolio.
Baird Ultra Fundamentals Growth
Baird Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baird Ultra, and Baird Ultra fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Baird Mutual Fund performance.
| Total Asset | 73.11 M | ||||
About Baird Ultra Performance
Evaluating Baird Ultra's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baird Ultra has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Baird Ultra has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in bonds, including the following types of U.S. dollar-denominated debt obligations U.S. government and other public-sector entities asset-backed and mortgage-backed obligations of U.S. and foreign issuers Corporate debt of U.S. and foreign issuers money market instruments. It invests primarily in investment-grade debt obligations, rated at the time of purchase by at least one major rating agency, but may invest up to 10 percent of its net assets in high yield bonds.Things to note about Baird Ultra Short performance evaluation
Checking the ongoing alerts about Baird Ultra for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baird Ultra Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baird is showing solid risk-adjusted performance over 90 days | |
| The fund holds about 16.18% of its assets under management (AUM) in cash |
- Analyzing Baird Ultra's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Baird Ultra's stock is overvalued or undervalued compared to its peers.
- Examining Baird Ultra's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Baird Ultra's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baird Ultra's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baird Ultra's mutual fund. These opinions can provide insight into Baird Ultra's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baird Mutual Fund
Baird Ultra 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 Ultra security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |