Baird Short-term Year To Date Return vs. Cash Position Weight
| BTMSX Fund | USD 9.95 0.03 0.30% |
For Baird Short-term profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Baird Short-term to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Baird Short Term Municipal utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Baird Short-term's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Baird Short Term Municipal over time as well as its relative position and ranking within its peers.
Baird |
Baird Short Term Cash Position Weight vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Baird Short-term's current stock value. Our valuation model uses many indicators to compare Baird Short-term value to that of its competitors to determine the firm's financial worth. Baird Short Term Municipal is the top fund in year to date return among similar funds. It also is the top fund in cash position weight among similar funds creating about 2.11 of Cash Position Weight 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 Short-term's earnings, one of the primary drivers of an investment's value.Baird Cash Position Weight vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Baird Short-term |
| = | 0.68 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Baird Short-term |
| = | 1.43 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Baird Short-term Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Baird Short-term, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Baird Short-term will eventually generate negative long term returns. The profitability progress is the general direction of Baird Short-term's change in net profit over the period of time. It can combine multiple indicators of Baird Short-term, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests at least 80 percent of its net assets in municipal bonds and debentures, the income from which is exempt from federal income tax . Baird Short-Term is traded on NASDAQ Exchange in the United States.
Baird Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Baird Short-term. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Baird Short-term position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Baird Short-term's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Baird Short-term without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Baird Short-term position
In addition to having Baird Short-term in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Copper
Companies involved in production of copper. The Copper theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Copper Theme or any other thematic opportunities.
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Other Information on Investing in Baird Mutual Fund
To fully project Baird Short-term's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Baird Short Term at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Baird Short-term's income statement, its balance sheet, and the statement of cash flows.
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