Back to top
Baird Intermediate Bond Fd Investor Cl: (MF: BIMSX)
(NASDAQ Mutual Funds) As of Sep 19, 2025 08:00 PM ET
$11.18 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.08 | 43 |
| 3 months | 2.19 | 68 |
| 6 months | 3.08 | 28 |
| 1 Year | 4.58 | 53 |
| 3 Year | 4.16 | 55 |
| 5 Year | 0.64 | 62 |
| 10 Year | 2.13 | 59 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 21.92 |
| Bear Market (10/07 - 2/09) | 0.15 |
| Bull Market (2/09 - 3/21) | 70.66 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 6.58 |
| 5 Year | 0.61 |
| 10 Year | 2.04 |
| Since Inception | 3.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.34 | 1.60 | NA | NA |
| 2024 | 0.01 | 0.67 | 4.05 | -1.49 |
| 2023 | 2.30 | -0.72 | -0.69 | 4.63 |
| 2022 | -4.80 | -2.65 | -3.21 | 1.58 |
| 2021 | -1.96 | 0.98 | -0.04 | -0.69 |
| 2020 | 0.99 | 4.39 | 0.84 | 0.82 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.08 | 3.20 | 5.52 | -8.88 | -1.74 | 7.19 | 6.83 | 0.30 | 2.52 | 2.52 | 0.84 |
| % Total Return Rel to Index | 0.09 | 1.94 | 0.00 | 4.13 | -0.19 | -0.31 | -1.89 | 0.28 | -1.01 | -0.13 | 0.27 |
| % Total Return Rel to Peer | 0.09 | -0.66 | -0.86 | 0.64 | -2.41 | 1.26 | -1.15 | 1.44 | -1.48 | -2.61 | 2.83 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 5.00 | 3.00 | 4.00 | 2.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.25 | 0.37 | 0.30 | 0.19 | 0.14 | 0.22 | 0.25 | 0.24 | 0.22 | 0.21 | 0.21 |
| % Yield | 2.16 | 3.24 | 3.39 | 1.70 | 1.16 | 1.68 | 2.03 | 2.01 | 1.83 | 1.79 | 1.80 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.16 | 0.00 | 0.00 | 0.00 | 0.02 | 0.04 |
| Expense Ratio | 0.00 | 0.55 | 0.55 | 0.55 | 0.55 | 0.55 | 0.55 | 0.55 | 0.55 | 0.55 | 0.55 |
* 1 = Top 20%, 5 = Bottom 20%