BSVSX Performance & Returns | Baird Equity Opportunity Investor

Baird Equity Opportunity Investor (BSVSX)

13.04

-0.21 (-1.58%) USD | Feb 03 2023

Cumulative Total Returns Versus Peers

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of February 03, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

YTD

Baird Equity Opportunity Investor

39.58%

0.13%

-5.37%

14.84%

17.78%

-16.71%

18.19%

2.54%

19.16%

-11.77%

11.93%

S&P 500 Total Return

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

18.40%

28.71%

-18.11%

7.86%

ProFunds Small Cap Inv

36.77%

2.82%

-6.33%

19.72%

12.05%

-12.98%

23.05%

16.22%

12.45%

-22.26%

12.56%

Victory THB US Small Opportunities A

51.41%

-7.84%

-10.14%

32.31%

10.46%

-6.75%

11.68%

28.27%

17.58%

-21.82%

14.19%

Knights of Columbus Small Cap Investor

15.18%

-15.90%

23.93%

13.39%

14.42%

Mesirow Small Company Investor

22.91%

7.06%

26.20%

-5.12%

12.17%

As of February 03, 2023.

Periodic Total Returns Versus Peers

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Name

10Y

15Y

20Y

Baird Equity Opportunity Investor

13.19%

13.04%

7.53%

5.57%

6.39%

3.61%

7.15%

7.56%

S&P 500 Total Return

8.28%

11.69%

0.42%

-6.07%

10.16%

10.34%

12.73%

9.72%

10.33%

9.96%

ProFunds Small Cap Inv

13.27%

11.35%

3.60%

-1.18%

5.36%

4.00%

7.27%

6.31%

8.15%

6.24%

Victory THB US Small Opportunities A

14.60%

14.26%

7.10%

-0.57%

11.76%

6.68%

8.90%

9.77%

Knights of Columbus Small Cap Investor

Mesirow Small Company Investor

12.58%

13.77%

11.08%

12.16%

14.05%

14.04%

As of February 03, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of January 31, 2023