Baird Smallcap Value Fund Manager Performance Evaluation
| BSVSX Fund | USD 16.39 0.22 1.32% |
The fund shows a Beta (market volatility) of 1.55, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Baird Smallcap will likely underperform.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Baird Smallcap Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Baird Smallcap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 10th of December 2021 | |
| Expense Ratio | 1.5000 |
Baird |
Baird Smallcap Relative Risk vs. Return Landscape
If you would invest 1,642 in Baird Smallcap Value on July 10, 2025 and sell it today you would lose (3.00) from holding Baird Smallcap Value or give up 0.18% of portfolio value over 90 days. Baird Smallcap Value is currently producing 0.0041% returns and takes up 1.1947% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Baird, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baird Smallcap Current Valuation
Fairly Valued
Today
Please note that Baird Smallcap's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baird Smallcap Value shows a prevailing Real Value of $16.33 per share. The current price of the fund is $16.39. 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 16.39 | Real 16.33 | Hype 16.39 | Naive 16.68 |
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 = 0.0034
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BSVSX |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Baird Smallcap is not performing at its full potential. However, 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 Baird Smallcap 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 | 18.83 X | ||||
| Price To Book | 2.10 X | ||||
| Price To Sales | 2.43 X | ||||
| Total Asset | 330 K | ||||
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 fund normally invests at least 80 percent 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 percent 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 or other depositary shares or receipts, rights, warrants, exchange-traded funds , and options whose reference asset is an equity security or equity securities index. The fund is non-diversified.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 about 5.81% of its assets under management (AUM) in cash |
- 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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