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Baird Aggregate Bond Inst (BAGIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.750.00 (0.00%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.39%
5-Year Average Return0.44%
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (Jun 20, 2024)10.88%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return10.88%
Worst 3-Yr Total Return-3.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBAGIXCategory
YTD-1.15%-1.22%
1-Month1.81%0.67%
3-Month0.24%1.77%
1-Year2.46%0.77%
3-Year-2.76%5.26%
5-Year0.31%3.02%
10-Year1.67%3.31%
Last Bull Market8.47%3.52%
Last Bear Market-5.01%3.25%

Annual Total Return (%) History

Year
BAGIXCategory
2024
N/AN/A
2023
6.43%N/A
2022
-13.35%N/A
2021
-1.46%N/A
2020
8.63%7.52%
2019
9.48%8.06%
2018
-0.30%-0.50%
2017
4.20%3.71%
2016
3.52%3.23%
2015
0.55%-0.26%
2014
6.89%5.18%
2013
-1.25%-1.42%
2012
7.92%7.01%
2011
7.85%5.86%
2010
8.34%7.72%
2009
10.88%13.97%
2008
-2.36%-4.70%
2007
5.61%4.70%
2006
4.87%4.15%
2005
2.85%1.80%
2004
5.30%3.91%
2003
7.19%5.10%
2002
8.31%8.04%
2001
8.34%7.64%
2000
N/A9.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.45%N/AN/AN/A
20233.06%-0.61%-3.07%7.20%
2022-6.33%-5.01%-4.66%2.15%
2021-3.39%1.99%0.11%-0.10%
20201.50%4.79%1.06%1.07%
20193.32%3.16%2.41%0.30%
2018-1.52%-0.24%0.07%1.41%
20171.04%1.66%0.99%0.45%
20163.03%2.55%0.76%-2.76%
20151.79%-1.64%1.08%-0.64%
20142.36%2.38%0.24%1.76%
20130.45%-2.52%0.71%0.13%
20121.60%2.35%2.93%0.84%
20111.20%2.12%2.87%1.45%
20102.51%3.51%3.34%-1.20%
2009-0.45%4.34%5.72%0.97%
20080.23%-0.70%-2.13%0.24%
20071.61%-0.36%2.31%1.96%
2006-0.49%0.02%3.88%1.43%
2005-0.18%3.08%-0.66%0.61%
20042.79%-2.30%3.53%1.28%
20032.04%3.64%0.38%0.98%
2002-0.20%3.23%3.48%1.59%
20013.09%0.91%4.35%-0.20%
20005.79%N/AN/AN/A

Rank In Category (By Total Return)

YTD34
1-Month18
3-Month29
1-Year22
3-Year24
5-Year21

Load Adjusted Returns

1-Year2.46%
3-Year-2.76%
5-Year0.31%
10-Year1.67%