Baird Short Financial Statements From 2010 to 2024
| BSBIX Fund | USD 9.35 0.01 0.11% |
Check Baird Short financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baird main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Baird financial statements analysis is a perfect complement when working with Baird Short Valuation or Volatility modules.
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Baird Short Term Bond Mutual Fund Three Year Return Analysis
Baird Short's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Baird Short Three Year Return | 0.65 % |
Most of Baird Short's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Baird Short Term Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Baird Short Term Bond has a Three Year Return of 0.6496%. This is much higher than that of the Baird family and significantly higher than that of the Short-Term Bond category. The three year return for all United States funds is notably lower than that of the firm.
Baird Short Term Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baird Short's current stock value. Our valuation model uses many indicators to compare Baird Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baird Short competition to find correlations between indicators driving Baird Short's intrinsic value. More Info.Baird Short Term Bond is the top fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 326.57 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Baird Short by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Baird Short's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baird Short's earnings, one of the primary drivers of an investment's value.About Baird Short Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Baird Short income statement, its balance sheet, and the statement of cash flows. Baird Short investors use historical funamental indicators, such as Baird Short's revenue or net income, to determine how well the company is positioned to perform in the future. Although Baird Short investors may use each financial statement separately, they are all related. The changes in Baird Short's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Baird Short's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Baird Short Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Baird Short. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in the following types of U.S. dollar-denominated debt obligations U.S. government and other public-sector entities, asset-backed and mortgage-backed obligations of U.S. and foreign issuers and corporate debt of U.S. and foreign issuers. It only invests in debt obligations rated investment-grade at the time of purchase by at least one major rating agency or, if unrated, determined by the advisor to be investment grade.
Pair Trading with Baird Short
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baird Short position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baird Short will appreciate offsetting losses from the drop in the long position's value.Moving together with Baird Mutual Fund
| 0.81 | BSBSX | Baird Short Term | PairCorr |
The ability to find closely correlated positions to Baird Short could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baird Short when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Baird Short - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Baird Short Term Bond to buy it.
The correlation of Baird Short is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Baird Short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baird Short Term moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Baird Short can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Baird Short Correlation against competitors. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.