Baird Core Financial Statements From 2010 to 2024
| BCOSX Fund | USD 10.73 0.03 0.28% |
Check Baird Core financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baird Core'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 Core Valuation or Volatility modules.
Baird |
Baird E Plus Mutual Fund Three Year Return Analysis
Baird Core's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Baird Core Three Year Return | (1.53) % |
Most of Baird Core's fundamental indicators, such as Three 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 E Plus is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Baird E Plus has a Three Year Return of -1.5294%. This is much lower than that of the Baird family and significantly lower than that of the Intermediate Core-Plus Bond category. The three year return for all United States funds is notably higher than that of the company.
Baird E Plus Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baird Core's current stock value. Our valuation model uses many indicators to compare Baird Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baird Core competition to find correlations between indicators driving Baird Core's intrinsic value. More Info.Baird E Plus is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 71.27 of Year To Date Return per Annual Yield. 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 Core's earnings, one of the primary drivers of an investment's value.About Baird Core Financial Statements
Baird Core investors use historical fundamental indicators, such as Baird Core'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 Core. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent 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. It invests primarily in investment-grade debt obligations, but may invest up to 20 percent of its net assets in non-investment grade debt obligations .
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Baird Mutual Fund
Baird Core 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 Core security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |