BVPIX vs. SVAIX
Compare and contrast key facts about Baywood ValuePlus Fund (BVPIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX).
BVPIX is managed by Baywood. It was launched on Dec 2, 2013. SVAIX is managed by Federated. It was launched on Mar 30, 2005.
Performance
BVPIX vs. SVAIX - Performance Comparison
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BVPIX vs. SVAIX - 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% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 9.22% | 15.26% | 16.47% | -1.81% | 8.47% | 21.52% | -7.88% | 19.59% | -8.23% | 15.10% |
Returns By Period
In the year-to-date period, BVPIX achieves a 4.16% return, which is significantly lower than SVAIX's 9.22% return. Over the past 10 years, BVPIX has outperformed SVAIX with an annualized return of 10.80%, while SVAIX has yielded a comparatively lower 8.47% 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%
SVAIX
- 1D
- 0.87%
- 1M
- -2.83%
- YTD
- 9.22%
- 6M
- 10.97%
- 1Y
- 17.94%
- 3Y*
- 13.83%
- 5Y*
- 11.63%
- 10Y*
- 8.47%
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BVPIX vs. SVAIX - Expense Ratio Comparison
BVPIX has a 0.70% expense ratio, which is lower than SVAIX's 0.81% expense ratio.
Return for Risk
BVPIX vs. SVAIX — Risk / Return Rank
BVPIX
SVAIX
BVPIX vs. SVAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baywood ValuePlus Fund (BVPIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). 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 | SVAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.36 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.23 | 2.02 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.28 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.83 | -0.66 |
Martin ratioReturn relative to average drawdown | 4.95 | 8.69 | -3.73 |
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 | SVAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.36 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.90 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.56 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.52 | +0.03 |
Correlation
The correlation between BVPIX and SVAIX is 0.77, 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. SVAIX - Dividend Comparison
BVPIX's dividend yield for the trailing twelve months is around 7.71%, more than SVAIX's 5.93% 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% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 5.93% | 6.41% | 7.58% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.54% | 10.36% | 5.24% | 8.67% |
Drawdowns
BVPIX vs. SVAIX - Drawdown Comparison
The maximum BVPIX drawdown since its inception was -40.06%, smaller than the maximum SVAIX drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for BVPIX and SVAIX.
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Drawdown Indicators
| BVPIX | SVAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.06% | -50.62% | +10.56% |
Max Drawdown (1Y)Largest decline over 1 year | -11.51% | -11.78% | +0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -16.08% | -16.13% | +0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -40.06% | -36.53% | -3.53% |
Current DrawdownCurrent decline from peak | -5.27% | -2.83% | -2.44% |
Average DrawdownAverage peak-to-trough decline | -4.17% | -7.75% | +3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 2.67% | +0.06% |
Volatility
BVPIX vs. SVAIX - Volatility Comparison
Baywood ValuePlus Fund (BVPIX) has a higher volatility of 3.32% compared to Federated Hermes Strategic Value Dividend Fund (SVAIX) at 2.88%. This indicates that BVPIX's price experiences larger fluctuations and is considered to be riskier than SVAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BVPIX | SVAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 2.88% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 7.96% | 6.99% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.99% | 15.76% | -0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.99% | 13.57% | +0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 15.42% | +2.00% |