Nasdaq - Delayed Quote USD

Baird Short-Term Municipal Bond Instl (BTMIX)

9.97
0.00
(0.00%)
At close: 8:00:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.90%
5y Average Return 1.71%
Number of Years Up 8
Number of Years Down 1
Best 1Y Total Return (May 6, 2025) 4.15%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 4.15%
Worst 3Y Total Return 0.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BTMIX
Category
YTD
0.80%
0.39%
1-Month
-0.14%
0.04%
3-Month
0.25%
0.38%
1-Year
4.05%
1.72%
3-Year
3.00%
2.21%
5-Year
1.77%
1.47%
10-Year
0.00%
1.49%
Last Bull Market
3.47%
1.96%
Last Bear Market
-0.76%
2.01%

Annual Total Return (%) History

Year
BTMIX
Category
2025
--
--
2024
3.23%
--
2023
4.15%
--
2022
-3.66%
--
2021
0.74%
--
2020
3.25%
2.28%
2019
3.96%
3.12%
2018
1.75%
1.18%

2017
2.84%
1.69%
2016
0.71%
-0.15%
2015
--
0.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.94% -- -- --
2024 0.26% 0.69% 2.43% -0.16%
2023 1.41% -0.05% -0.93% 3.71%
2022 -3.31% -0.76% -1.79% 2.23%
2021 0.12% 0.59% -0.13% 0.17%
2020 -0.39% 2.01% 0.98% 0.63%
2019 1.46% 1.14% 0.65% 0.65%
2018 -0.10% 0.68% 0.01% 1.15%
2017 1.17% 0.91% 0.73% 0.01%
2016 0.89% 0.86% 0.14% -1.16%

2015 0.58% -- -- --

Rank in Category (By Total Return)

YTD 36
1-Month 40
3-Month 40
1-Year 3
3-Year 15
5-Year 32

Load Adjusted Returns

1-Year 4.05%
3-Year 3.00%
5-Year 1.77%
10-Year --

Performance & Risk

YTD Return 0.90%
5y Average Return 1.71%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.42
Morningstar Risk Rating

Fund Overview

Category Muni National Short
Fund Family Baird
Net Assets 1.58B
YTD Return 0.80%
Yield 3.28%
Morningstar Rating
Inception Date Aug 31, 2015

Fund Summary

The fund normally invests at least 80% of its net assets in municipal bonds and debentures, the income from which is exempt from federal income tax (including the federal alternative minimum tax ("AMT")). It invests in a broadly diversified portfolio of federally tax-exempt municipal obligations issued by governmental authorities throughout the U.S. and its territories. The fund may invest in all types of municipal obligations, including pre-refunded bonds, general obligation bonds, revenue bonds, and municipal lease participations.

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