BVPIX vs. ACIIX
Compare and contrast key facts about Baywood ValuePlus Fund (BVPIX) and American Century Equity Income Fund Class I (ACIIX).
BVPIX is managed by Baywood. It was launched on Dec 2, 2013. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
BVPIX vs. ACIIX - Performance Comparison
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BVPIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVPIX Baywood ValuePlus Fund | 4.16% | 12.27% | 12.88% | 11.31% | 4.22% | 22.02% | 0.56% | 23.52% | -10.27% | 16.15% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, BVPIX achieves a 4.16% return, which is significantly higher than ACIIX's 3.68% return. Over the past 10 years, BVPIX has outperformed ACIIX with an annualized return of 10.80%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
BVPIX
- 1D
- 1.39%
- 1M
- -4.27%
- YTD
- 4.16%
- 6M
- 4.64%
- 1Y
- 12.50%
- 3Y*
- 13.71%
- 5Y*
- 10.78%
- 10Y*
- 10.80%
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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BVPIX vs. ACIIX - Expense Ratio Comparison
BVPIX has a 0.70% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
BVPIX vs. ACIIX — Risk / Return Rank
BVPIX
ACIIX
BVPIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baywood ValuePlus Fund (BVPIX) and American Century Equity Income Fund Class I (ACIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BVPIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.95 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.37 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.29 | -0.12 |
Martin ratioReturn relative to average drawdown | 4.95 | 5.04 | -0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BVPIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.95 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.71 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.67 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.53 | +0.02 |
Correlation
The correlation between BVPIX and ACIIX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BVPIX vs. ACIIX - Dividend Comparison
BVPIX's dividend yield for the trailing twelve months is around 7.71%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVPIX Baywood ValuePlus Fund | 7.71% | 7.85% | 5.54% | 5.95% | 4.41% | 10.20% | 1.96% | 3.35% | 7.83% | 4.68% | 3.73% | 16.80% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
BVPIX vs. ACIIX - Drawdown Comparison
The maximum BVPIX drawdown since its inception was -40.06%, roughly equal to the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for BVPIX and ACIIX.
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Drawdown Indicators
| BVPIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.06% | -39.16% | -0.90% |
Max Drawdown (1Y)Largest decline over 1 year | -11.51% | -8.96% | -2.55% |
Max Drawdown (5Y)Largest decline over 5 years | -16.08% | -13.49% | -2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -40.06% | -32.76% | -7.30% |
Current DrawdownCurrent decline from peak | -5.27% | -4.86% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -4.17% | -5.26% | +1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 2.32% | +0.41% |
Volatility
BVPIX vs. ACIIX - Volatility Comparison
Baywood ValuePlus Fund (BVPIX) has a higher volatility of 3.32% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that BVPIX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BVPIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 3.01% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 7.96% | 6.12% | +1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.99% | 11.62% | +3.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.99% | 10.74% | +3.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 13.37% | +4.05% |