Baywood Mutual Funds List
Here you can find all mutual funds issued by Baywood and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.79%
- Avg. 1 Year Return
- 14.40%
- Avg. 5 Year Return
- 9.25%
- Median Risk/Return Score
- 22 / 100
Baywood Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baywood ValuePlus Fund | Large Cap Value Equities | Dec 2, 2013 | 0.70% | 5.22% | 10.54% | 7.63% | 21 | ||||||||
| Baywood Socially Responsible Fund | Large Cap Value Equities | Jan 3, 2005 | 0.89% | 6.45% | 10.88% | 3.53% | 24 |
Explore top Baywood Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Baywood Mutual funds by Risk/Return Score
The top Baywood Mutual funds by PortfoliosLab Risk/Return Score are BVSIX (24) and BVPIX (21).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Baywood Socially Responsible Fund | 24 | — | Jan 2005 | |
| Baywood ValuePlus Fund | 21 | — | Dec 2013 |
Best-Performing Baywood Mutual funds Over 5 Years
The top Baywood Mutual funds is BVPIX (9.38%).
Across the lineup, Baywood Mutual funds show an average 1-year return of 14.40% and an average 5-year return of 9.25%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Baywood ValuePlus Fund | 9.38% | — | Dec 2013 | |
| Baywood Socially Responsible Fund | 9.11% | — | Jan 2005 |
Lowest-Cost Baywood Mutual funds
The top Baywood Mutual funds is BVPIX (0.70%).
With an average expense ratio of 0.79%, Baywood Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Baywood ValuePlus Fund | 0.70% | — | Dec 2013 | |
| Baywood Socially Responsible Fund | 0.89% | — | Jan 2005 |
Highest-Yield Baywood Mutual funds
The top Baywood Mutual funds is BVPIX (7.63%).
Across the lineup, Baywood Mutual funds show an average dividend yield of 5.58%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Baywood ValuePlus Fund | 7.63% | — | Dec 2013 | |
| Baywood Socially Responsible Fund | 3.53% | — | Jan 2005 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.