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Baird Chautauqua Global Growth Instl (CCGIX)

24.54 -0.01 (-0.04%)
At close: 8:00 PM EST

Fund Summary

The fund invests primarily in equity securities of both U.S. and 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 40% of its total assets at the time of purchase in non-U.S. companies. The fund will normally be diversified among at least three different countries, including the United States. It invests in developed markets and emerging markets.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 37.97%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 2

Performance & Risk

YTD Return 18.77%
5y Average Return 12.16%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CCGIXCategory AverageCCGIXCategory AverageCCGIXCategory Average
Alpha -3.28 0.04 1.47 0.04 -- 0.02
BETA 1.07 0.01 0.97 0.01 -- 0.01
Mean Annual Return 0.3 0.02 1.1 0.02 -- 0.01
R-squared 91.8 0.89 88.42 0.87 -- 0.88
Standard Deviation 18.37 0.19 17.89 0.15 -- 0.15
Sharpe Ratio -0.02 0.01 0.6 0.01 -- 0.01
Treynor Ratio -1.88 0.18 10.1 0.18 -- 0.11

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