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Baird Chautauqua International Gr Instl (CCWIX)

19.81 +0.23 (+1.17%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 14.91%
5y Average Return 11.19%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Oct 17, 2024) 39.84%
Worst 1Y Total Return (Oct 17, 2024) --
Best 3Y Total Return 39.84%
Worst 3Y Total Return -0.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CCWIX
Category
YTD
16.55%
7.01%
1-Month
3.28%
0.44%
3-Month
9.48%
6.77%
1-Year
27.90%
34.50%
3-Year
2.21%
13.81%
5-Year
11.62%
13.83%
10-Year
0.00%
8.22%
Last Bull Market
20.37%
17.48%
Last Bear Market
-12.46%
-22.43%

Annual Total Return (%) History

Year
CCWIX
Category
2024
--
--
2023
12.41%
--
2022
-17.84%
--
2021
6.90%
--
2020
39.84%
25.48%
2019
26.72%
27.83%
2018
-16.94%
-14.08%
2017
36.11%
30.87%

2016
--
-2.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.11% 1.28% 9.48% --
2023 11.78% 0.24% -8.58% 9.74%
2022 -10.08% -12.46% -8.51% 14.10%
2021 1.54% 5.11% 0.96% -0.80%
2020 -16.64% 25.57% 12.94% 18.28%
2019 13.67% 5.88% -2.21% 7.66%
2018 2.38% -1.55% -0.87% -16.88%
2017 10.76% 5.47% 10.38% 5.56%
2016 5.89% -8.16% -- --

Rank in Category (By Total Return)

YTD 15
1-Month 12
3-Month 14
1-Year 37
3-Year 37
5-Year 4

Load Adjusted Returns

1-Year 27.90%
3-Year 2.21%
5-Year 11.62%
10-Year --

Performance & Risk

YTD Return 14.91%
5y Average Return 11.19%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Foreign Large Growth
Fund Family Baird
Net Assets 1.05B
YTD Return 16.55%
Yield 0.18%
Morningstar Rating
Inception Date Apr 15, 2016

Fund Summary

The fund invests primarily in equity securities of non-U.S. companies with medium to large market capitalizations (i.e., those typically with market capitalizations in excess of U.S. $5 billion at the time of purchase). It will invest at least 65% of its total assets at the time of purchase in non-U.S. companies. The fund will normally be diversified among at least three countries other than the U.S. It invests in developed markets and emerging markets.

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