Baird Intermediate Competition

BIMIX Fund

USD 10.35 0.02 0.19%

Baird Intermediate Bond competes with California High-yield, Western Asset, Morningstar Aggressive, T Rowe, and Artisan High; as well as few others. The fund is listed under Intermediate Core Bond category and is part of Baird family. Analyzing Baird Intermediate competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Baird Intermediate to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Baird Intermediate Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Baird Intermediate competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
10.16	10.35	10.54

Details

Intrinsic

Valuation

Low	Real	High
9.97	10.16	10.35

Details

Baird Intermediate Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Baird Intermediate and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Baird and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Baird Intermediate Bond does not affect the price movement of the other competitor.

	BCHIX	WAHSX	AGTFX	PATFX	APDFX	CABIX	PYICX
BCHIX		0.27	-0.05	0.98	0.16	0.61	0.41	BCHIX
WAHSX	0.27		0.77	0.26	0.96	0.41	0.96	WAHSX
AGTFX	-0.05	0.77		-0.01	0.83	0.48	0.7	AGTFX
PATFX	0.98	0.26	-0.01		0.17	0.65	0.38	PATFX
APDFX	0.16	0.96	0.83	0.17		0.35	0.88	APDFX
CABIX	0.61	0.41	0.48	0.65	0.35		0.51	CABIX
PYICX	0.41	0.96	0.7	0.38	0.88	0.51		PYICX
	BCHIX	WAHSX	AGTFX	PATFX	APDFX	CABIX	PYICX

Click cells to compare fundamentals

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High positive correlations

PATFX	+ 0.98	BCHIX
APDFX	+ 0.96	WAHSX
PYICX	+ 0.96	WAHSX
PYICX	+ 0.88	APDFX
APDFX	+ 0.83	AGTFX
AGTFX	+ 0.77	WAHSX

High negative correlations

AGTFX	- 0.05	BCHIX
PATFX	- 0.01	AGTFX

Risk-Adjusted Indicators

There is a big difference between Baird Mutual Fund performing well and Baird Intermediate Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Baird Intermediate's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
BCHIX	0.16	0.02	(0.23)	(0.14)	0.22	(0.22)	0.41	(0.40)	1.53
WAHSX	0.13	0.02	(0.49)	0.49	0.00	(0.25)	0.43	(0.14)	0.86
AGTFX	0.52	(0.04)	(0.10)	0.07	0.60	(0.60)	1.15	(0.88)	3.06
PATFX	0.16	0.02	(0.24)	(0.08)	0.22	(0.24)	0.44	(0.35)	1.69
APDFX	0.11	0.03	(0.54)	0.54	0.00	(0.18)	0.33	(0.22)	0.90
CABIX	0.31	(0.03)	(0.24)	0.03	0.37	(0.34)	0.57	(0.72)	1.86
PYICX	0.11	0.01	(0.59)	0.21	0.00	(0.17)	0.22	(0.22)	0.78

Unable to evaluate fundamental data of [BCHIX, WAHSX, AGTFX, PATFX, APDFX, CABIX, PYICX] at this time. Please try again later

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Baird Intermediate Competitive Analysis

The better you understand Baird Intermediate competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Baird Intermediate's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Baird Intermediate's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	BIMIX	BCHIX	WAHSX	AGTFX	PATFX	APDFX	CABIX	PYICX
	0.19 10.35 Baird	0.20 9.95 California	0.14 7.06 Western	0.62 16.32 Morningstar	0.18 11.39 PATFX	0.11 9.17 Artisan	0.06 17.92 CABIX	0.11 9.05 PIONEER
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Insignificant	Good	OK	Insignificant	Solid	OK	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Over Valued	Fairly Valued	Over Valued	Over Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Hold	Strong Buy	Strong Hold	Hold	Strong Buy	Hold
Holdings Turnover	N/A	N/A	N/A	23.00 %	N/A	N/A	N/A	N/A
Net Asset	7.43 B	1.22 B	231.21 M	68.89 M	5.55 B	6.53 B	245.76 M	459.93 M
Minimum Initial Investment	10 K	5 M	N/A	N/A	N/A	N/A	2 M	N/A
Price To Book	N/A	N/A	0.68 X	N/A	6.68 X	N/A	1.93 X	1.56 X
Five Year Return	1.25 %	1.47 %	4.18 %	(0.62) %	1.45 %	6.40 %	6.09 %	2.82 %
One Year Return	7.18 %	9.53 %	13.96 %	(1.41) %	11.47 %	12.89 %	14.62 %	13.07 %
Last Dividend Paid	0.01	0.03	0.03	0.43	0.03	0.05	0.6	0.03
Price To Earning	N/A	N/A	9.81 X	N/A	7.02 X	N/A	17.70 X	4.31 X
Price To Sales	N/A	N/A	1.93 X	N/A	0.94 X	N/A	1.18 X	0.62 X
Cash Position Weight	4.68 %	0.12 %	1.92 %	4.23 %	0.22 %	11.91 %	8.40 %	5.43 %
Equity Positions Weight	N/A	N/A	0.50 %	77.40 %	0.01 %	N/A	38.19 %	0.38 %
Three Year Return	0.26 %	(0.32) %	2.25 %	17.43 %	(0.50) %	4.38 %	1.76 %	1.98 %
Annual Yield	0.01 %	0 %	0.08 %	1.05 %	0.03 %	0 %	0 %	0.01 %
Year To Date Return	3.78 %	4.66 %	8.74 %	18.12 %	6.65 %	8.26 %	9.12 %	8.15 %
Bond Positions Weight	91.35 %	99.88 %	13.68 %	14.29 %	10.93 %	19.23 %	53.36 %	23.38 %
Ten Year Return	3.81 %	5.29 %	5.78 %	N/A	4.44 %	N/A	5.73 %	4.65 %
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	10.35	9.95	7.06	16.32	11.39	9.17	17.92	9.05
Period Momentum Indicator	(0.02)	0.02	(0.01)	0.1	0.02	0.01	0.01	0.01
Rate Of Daily Change	1.0	1.0	1.0	1.01	1.0	1.0	1.0	1.0
Day Median Price	10.35	9.95	7.06	16.32	11.39	9.17	17.92	9.05
Price Action Indicator	(0.01)	0.01	(0.01)	0.05	0.01	0.005	0.005	0.005
Coefficient Of Variation	(2,185)	1128.79	518.02	1207.2	1513.81	371.61	1960.32	612.02
Mean Deviation	0.1437	0.1627	0.1305	0.5151	0.1569	0.1109	0.3064	0.1128
Jensen Alpha	(0.01)	0.0247	0.019	(0.04)	0.0191	0.0252	(0.03)	0.0063
Total Risk Alpha	(0.05)	(0.03)	(0)	(0.06)	(0.03)	0.0085	(0.05)	(0.01)
Sortino Ratio	N/A	(0.23)	(0.49)	(0.1)	(0.24)	(0.54)	(0.24)	(0.59)
Downside Variance	N/A	0.1912	0.0336	0.5036	0.1987	0.0242	0.1871	0.0297
Standard Deviation	0.1876	0.2642	0.1808	0.6822	0.2692	0.1563	0.3991	0.1454
Kurtosis	1.38	6.88	1.59	0.7715	7.84	4.45	0.4179	0.3924
Potential Upside	0.2887	0.4057	0.428	1.15	0.4398	0.3304	0.5675	0.2232
Treynor Ratio	0.5564	(0.14)	0.4863	0.0653	(0.08)	0.5361	0.031	0.2119
Maximum Drawdown	0.8613	1.53	0.8642	3.06	1.69	0.8964	1.86	0.7817
Variance	0.0352	0.0698	0.0327	0.4654	0.0725	0.0244	0.1593	0.0211
Market Risk Adjusted Performance	0.5664	(0.13)	0.4963	0.0753	(0.07)	0.5461	0.041	0.2219
Risk Adjusted Performance	(0.07)	0.0489	0.1155	0.0622	0.0322	0.1672	0.0299	0.0825
Skewness	0.115	(1.60)	1.05	(0.27)	(1.62)	1.46	(0.36)	0.1611
Semi Deviation	N/A	0.2154	0.0	0.5971	0.2192	0.0	0.3712	0.0
Information Ratio	(0.71)	(0.39)	(0.50)	(0.10)	(0.40)	(0.53)	(0.26)	(0.70)
Value At Risk	(0.29)	(0.40)	(0.14)	(0.88)	(0.35)	(0.22)	(0.72)	(0.22)
Expected Short fall	N/A	(0.22)	(0.25)	(0.60)	(0.24)	(0.18)	(0.34)	(0.17)
Downside Deviation	N/A	0.4372	0.1834	0.7097	0.4458	0.1554	0.4326	0.1723
Semi Variance	N/A	0.0464	(0.02)	0.3566	0.048	(0.04)	0.1378	(0.01)

Baird Intermediate Competition Performance Charts

Five steps to successful analysis of Baird Intermediate Competition

Baird Intermediate's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Baird Intermediate Bond in relation to its competition. Baird Intermediate's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Baird Intermediate in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Baird Intermediate's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Baird Intermediate Bond, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Baird Intermediate position

In addition to having Baird Intermediate 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.

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Business Services

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Business Services theme has 61 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 Business Services Theme or any other thematic opportunities.

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Other Information on Investing in Baird Mutual Fund

Baird Intermediate 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 Intermediate security.

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