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BVSIX vs. ACTIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BVSIX vs. ACTIX

Last updated Jun 24, 2026

BVSIX (Baywood Socially Responsible Fund) and ACTIX (Advisors Capital Tactical Fixed Income Fund) are both Large Cap Value Equities funds. Over the past 5 years, BVSIX returned 9.61%/yr vs 0.69%/yr for ACTIX. At a 0.40 correlation, their price movements are largely independent. BVSIX charges 0.89%/yr vs 2.09%/yr for ACTIX.

Performance

BVSIX vs. ACTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baywood Socially Responsible Fund (BVSIX) and Advisors Capital Tactical Fixed Income Fund (ACTIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BVSIX achieves a 6.57% return, which is significantly higher than ACTIX's 0.10% return.

BVSIX

1D
0.27%
1M
-0.84%
YTD
6.57%
6M
6.15%
1Y
14.68%
3Y*
14.42%
5Y*
9.61%
10Y*
11.27%

ACTIX

1D
-0.21%
1M
0.53%
YTD
0.10%
6M
0.25%
1Y
3.51%
3Y*
4.60%
5Y*
0.69%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

BVSIX vs. ACTIX - Yearly Performance Comparison

2026 (YTD)20252024202320222021
BVSIX
Baywood Socially Responsible Fund		6.57%9.36%14.58%12.73%-0.72%13.93%
ACTIX
Advisors Capital Tactical Fixed Income Fund		0.10%6.08%3.07%5.97%-9.94%0.75%

Correlation

The correlation between BVSIX and ACTIX is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.48

Correlation (3Y)
Calculated over the trailing 3-year period

0.41

Correlation (5Y)
Calculated over the trailing 5-year period

0.41

Correlation (All Time)
Calculated using the full available price history since Mar 25, 2021

0.40

Compare stocks, funds, or ETFs

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Baywood Socially Responsible Fund

Advisors Capital Tactical Fixed Income Fund

Often compared with BVSIX:
BVSIX vs. VIIIXBVSIX vs. VOOBVSIX vs. BVPIXBVSIX vs. AVERXBVSIX vs. LEXCXBVSIX vs. AUXFXBVSIX vs. ACIIX
Often compared with ACTIX:
ACTIX vs. CILGXACTIX vs. FETKXACTIX vs. TORYXACTIX vs. BRLVXACTIX vs. FDETXACTIX vs. VHYAXACTIX vs. QRVLX

Return for Risk

BVSIX vs. ACTIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BVSIX
BVSIX Risk / Return Rank: 2828
Overall Rank
BVSIX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
BVSIX Sortino Ratio Rank: 2828
Sortino Ratio Rank
BVSIX Omega Ratio Rank: 2424
Omega Ratio Rank
BVSIX Calmar Ratio Rank: 3131
Calmar Ratio Rank
BVSIX Martin Ratio Rank: 3030
Martin Ratio Rank
ACTIX
ACTIX Risk / Return Rank: 1515
Overall Rank
ACTIX Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
ACTIX Sortino Ratio Rank: 1414
Sortino Ratio Rank
ACTIX Omega Ratio Rank: 1414
Omega Ratio Rank
ACTIX Calmar Ratio Rank: 1515
Calmar Ratio Rank
ACTIX Martin Ratio Rank: 1717
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BVSIX vs. ACTIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Baywood Socially Responsible Fund (BVSIX) and Advisors Capital Tactical Fixed Income Fund (ACTIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

BVSIXACTIXDifference
Sharpe ratioReturn per unit of total volatility
1.37
1.00

+0.37

Sortino ratioReturn per unit of downside risk
2.02
1.46

+0.55

Omega ratioGain probability vs. loss probability

1.24

1.18

+0.05

Calmar ratioReturn relative to maximum drawdown

1.96

1.25

+0.71

Martin ratioReturn relative to average drawdown

6.52

4.18

+2.34

BVSIX vs. ACTIX - Sharpe Ratio Comparison

The current BVSIX Sharpe Ratio is 1.37, which is higher than the ACTIX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of BVSIX and ACTIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

BVSIX vs. ACTIX - Drawdown Comparison

The maximum BVSIX drawdown since its inception was -40.73%, which is greater than ACTIX's maximum drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for BVSIX and ACTIX.

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Drawdown Indicators

BVSIXACTIXDifference

Max Drawdown

Largest peak-to-trough decline

-40.73%

-14.29%

-26.44%

Max Drawdown (1Y)

Largest decline over 1 year

-7.86%

-2.90%

-4.96%

Max Drawdown (3Y)

Largest decline over 3 years

-15.98%

-3.95%

-12.03%

Max Drawdown (5Y)

Largest decline over 5 years

-15.99%

-14.29%

-1.70%

Max Drawdown (10Y)

Largest decline over 10 years

-40.73%

—

—

Current Drawdown

Current decline from peak

-1.26%

-1.04%

-0.22%

Average Drawdown

Average peak-to-trough decline

-8.13%

-4.97%

-3.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.36%

0.87%

+1.49%

Volatility

BVSIX vs. ACTIX - Volatility Comparison

Baywood Socially Responsible Fund (BVSIX) has a higher volatility of 3.03% compared to Advisors Capital Tactical Fixed Income Fund (ACTIX) at 1.00%. This indicates that BVSIX's price experiences larger fluctuations and is considered to be riskier than ACTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BVSIXACTIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.03%

1.00%

+2.03%

Volatility (6M)

Calculated over the trailing 6-month period

7.99%

2.85%

+5.14%

Volatility (1Y)

Calculated over the trailing 1-year period

11.29%

3.65%

+7.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.80%

4.68%

+10.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.99%

4.61%

+13.38%

BVSIX vs. ACTIX - Expense Ratio Comparison

BVSIX has a 0.89% expense ratio, which is lower than ACTIX's 2.09% expense ratio.

Dividends

BVSIX vs. ACTIX - Dividend Comparison

BVSIX's dividend yield for the trailing twelve months is around 3.53%, more than ACTIX's 3.08% yield.

PositionTTM2025202420232022202120202019201820172016
ACTIX
Advisors Capital Tactical Fixed Income Fund		3.08%3.09%3.18%2.44%1.10%0.45%0.00%0.00%0.00%0.00%0.00%
BVSIX
Baywood Socially Responsible Fund		3.53%3.64%4.15%4.02%3.75%4.08%1.99%2.44%10.28%2.39%1.19%

Frequently Asked Questions

BVSIX and ACTIX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BVSIX has higher volatility (3.03%) compared to ACTIX (1.00%). In terms of maximum drawdown, BVSIX dropped -40.73% vs ACTIX's -14.29%.

BVSIX currently has the higher Sharpe Ratio (1.37 vs 1.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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