Nasdaq - Delayed Quote USD
Baird Equity Opportunity Investor (BSVSX)
15.29
-0.06
(-0.39%)
At close: 8:00:08 PM EDT
Fund Summary
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. Although it invests principally in U.S. companies, the fund may invest up to 15% of its total assets in equity securities of foreign companies. Equity securities in which the fund may invest include common stocks, preferred stocks, American Depositary Receipts (“ADRs”) or other depositary shares or receipts, rights, warrants, exchange-traded funds (“ETFs”), and options whose reference asset is an equity security or equity securities index. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.58% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -5.19% |
| 5y Average Return | 14.03% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.27 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BSVSX | Category Average | BSVSX | Category Average | BSVSX | Category Average | |
| Alpha | -7.09 | -0.02 | -5.58 | 0.01 | -6.62 | -0.02 |
| BETA | 1.27 | 0.01 | 1.11 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.66 | 0.02 | 0.98 | 0.02 | 0.56 | 0.01 |
| R-squared | 74.38 | 0.78 | 70.73 | 0.73 | 71.83 | 0.73 |
| Standard Deviation | 23.97 | 0.26 | 21.28 | 0.21 | 18.92 | 0.19 |
| Sharpe Ratio | 0.14 | 0.01 | 0.42 | 0.01 | 0.25 | 0.01 |
| Treynor Ratio | 0.5 | 0.15 | 6.42 | 0.17 | 2.89 | 0.11 |
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