Baird Smallcap Value Fund Manager Performance Evaluation
| BSVIX Fund | USD 17.14 0.02 0.12% |
The fund shows a Beta (market volatility) of 0.0994, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Baird Smallcap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baird Smallcap is expected to be smaller as well.
Risk-Adjusted Performance
21 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Baird Smallcap Value are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Baird Smallcap showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.2500 |
Baird |
Baird Smallcap Relative Risk vs. Return Landscape
If you would invest 1,397 in Baird Smallcap Value on September 4, 2024 and sell it today you would earn a total of 317.00 from holding Baird Smallcap Value or generate 22.69% return on investment over 90 days. Baird Smallcap Value is currently producing 0.3268% returns and takes up 1.1809% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Baird, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baird Smallcap Current Valuation
Undervalued
Today
Please note that Baird Smallcap's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Baird Smallcap Value shows a prevailing Real Value of $18.16 per share. The current price of the fund is $17.14. We determine the value of Baird Smallcap Value 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 Smallcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baird Mutual Fund. However, Baird Smallcap'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 17.14 | Real 18.16 | Hype 17.12 | Naive 17.0 |
The intrinsic value of Baird Smallcap'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 Smallcap'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 Smallcap Value 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 Smallcap more accurately as focusing exclusively on Baird Smallcap's fundamentals will not take into account other important factors: Baird Smallcap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baird Smallcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baird Smallcap Value, and traders can use it to determine the average amount a Baird Smallcap'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 = 0.2768
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BSVIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.33 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.28 actual daily | 21 79% of assets perform better |
Based on monthly moving average Baird Smallcap is performing at about 21% 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 Smallcap by adding it to a well-diversified portfolio.
Baird Smallcap Fundamentals Growth
Baird Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baird Smallcap, and Baird Smallcap 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.
| Price To Earning | 17.47 X | ||||
| Price To Book | 2.09 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 62.25 M | ||||
About Baird Smallcap Performance
Evaluating Baird Smallcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baird Smallcap 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 Smallcap 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 investment seeks to provide long-term capital appreciation. Baird Smallcap is traded on NASDAQ Exchange in the United States.Things to note about Baird Smallcap Value performance evaluation
Checking the ongoing alerts about Baird Smallcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baird Smallcap Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 95.44% of its assets under management (AUM) in equities |
- Analyzing Baird Smallcap'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 Smallcap's stock is overvalued or undervalued compared to its peers.
- Examining Baird Smallcap'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 Smallcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baird Smallcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baird Smallcap's mutual fund. These opinions can provide insight into Baird Smallcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baird Mutual Fund
Baird Smallcap 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 Smallcap security.
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