BIMSX Performance — Baird Intermediate Bond Fund, Investor Class
Data updated: 2026-08-14
BIMSX returned +0.37% year to date and +3.04% over one year to Jun 2026. Annualised returns are +4.74% over 3 years and +1.10% over 5 years. The fund trailed its Intermediate Core Bond category average: $100 invested three years ago grew to $115, against $115 for the category, and to $103 over one year, against $104. Volatility over the past three years was 3.35% a year. In the 12 months to Jun 2026 the fund took in a net $2.0B, and assets reached $13.26B.
BIMSX Growth of $100
What $100 invested in Baird Intermediate Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Intermediate Core Bond category average over the same months.
| Period | BIMSX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $103 | $104 |
| 3 years (Jul 2023 – Jun 2026) | $115 | $115 |
| 5 years (Jul 2021 – Jun 2026) | $106 | $102 |
| Since data start (Jul 2019 – Jun 2026) | $114 | $112 |
BIMSX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +0.37% |
| 1 year | +3.04% |
| 3 years (annualised) | +4.74% |
| 5 years (annualised) | +1.10% |
BIMSX Annual Returns
Calendar-year total returns of Baird Intermediate Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +0.37% |
| 2025 | +6.76% |
| 2024 | +3.20% |
| 2023 | +5.53% |
| 2022 | −8.87% |
| 2021 | −1.68% |
| 2020 | +7.16% |
| 2019 (Jul–Dec) | +1.63% |
BIMSX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.1% | +1.1% | −1.3% | +0.3% | +0.1% | +0.1% | — | — | — | — | — | — |
| 2025 | +0.5% | +1.4% | +0.4% | +0.7% | −0.3% | +1.1% | −0.1% | +1.2% | +0.5% | +0.4% | +0.7% | +0.1% |
| 2024 | +0.3% | −0.9% | +0.7% | −1.3% | +1.2% | +0.8% | +1.9% | +1.1% | +1.0% | −1.5% | +0.7% | −0.7% |
| 2023 | +2.1% | −1.7% | +2.0% | +0.7% | −0.7% | −0.7% | +0.3% | +0.1% | −1.1% | −0.5% | +2.7% | +2.4% |
| 2022 | −1.5% | −0.8% | −2.6% | −2.1% | +0.6% | −1.1% | +1.5% | −1.9% | −2.8% | −0.6% | +2.2% | 0.0% |
| 2021 | −0.3% | −0.8% | −0.9% | +0.5% | +0.4% | +0.1% | +0.8% | −0.2% | −0.7% | −0.6% | +0.1% | −0.2% |
| 2020 | +1.5% | +1.3% | −1.7% | +2.2% | +1.2% | +1.0% | +0.9% | 0.0% | −0.1% | −0.2% | +0.6% | +0.4% |
| 2019 | — | — | — | — | — | — | 0.0% | +1.6% | −0.3% | +0.3% | −0.2% | +0.1% |
BIMSX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 3.35%
- 3-year Sharpe ratio: 0.07 (vs 4.5% risk-free rate)
- Best month: +2.69% (Nov 2023)
- Worst month: −1.51% (Oct 2024)
BIMSX Fund Flows
Monthly money in and out of Baird Intermediate Bond Fund, from SEC Form N-PORT.
- 12-month net flow: $2.0B
- 12-month gross sales (incl. reinvestments): $4.3B
- Sales ÷ redemptions: 1.87×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $404.3M | $158.7M | $245.6M |
| May 2026 | $361.7M | $188.6M | $173.2M |
| Apr 2026 | $471.4M | $157.0M | $314.4M |
| Mar 2026 | $257.1M | $256.0M | $1.1M |
| Feb 2026 | $371.9M | $182.4M | $189.5M |
| Jan 2026 | $287.7M | $412.3M | −$124.6M |
| Dec 2025 | $338.5M | $146.6M | $191.9M |
| Nov 2025 | $272.2M | $135.4M | $136.9M |
| Oct 2025 | $433.0M | $143.0M | $289.9M |
| Sep 2025 | $297.1M | $221.6M | $75.5M |
| Aug 2025 | $425.5M | $108.6M | $316.9M |
| Jul 2025 | $401.3M | $201.0M | $200.3M |
BIMSX Assets Under Management
Net assets of Baird Intermediate Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $13.26B |
| 2026-03-31 | $12.59B |
| 2025-12-31 | $12.65B |
| 2025-09-30 | $12.01B |
| 2025-06-30 | $11.35B |
| 2025-03-31 | $10.92B |
| 2024-12-31 | $10.47B |
| 2024-09-30 | $10.34B |
| 2024-06-30 | $9.84B |
| 2024-03-31 | $9.05B |
| 2023-12-31 | $8.31B |
| 2023-09-30 | $7.86B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.