Nasdaq - Delayed Quote USD

Baird Aggregate Bond Inst (BAGIX)

9.50 -0.02 (-0.21%)
At close: 8:01 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets in 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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 10.88%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 5

Performance & Risk

YTD Return -2.60%
5y Average Return 0.43%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
BAGIXCategory AverageBAGIXCategory AverageBAGIXCategory Average
Alpha 0.37 0 0.51 0 0.42 0
BETA 1.01 0.01 1.03 0.01 1.02 0.01
Mean Annual Return -0.16 0 0.08 0 0.17 0
R-squared 99.59 0.84 97.82 0.86 97.98 0.86
Standard Deviation 7.37 0.04 6.38 0.03 4.94 0.03
Sharpe Ratio -0.67 0.01 -0.18 0.01 0.12 0.01
Treynor Ratio -5.06 0.07 -1.31 0.02 0.48 0.03

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