BVSIX vs. BVPIX

Last updated Jun 24, 2026

BVSIX (Baywood Socially Responsible Fund) and BVPIX (Baywood ValuePlus Fund) are both Large Cap Value Equities funds from Baywood. Over the past 10 years, BVSIX returned 11.27%/yr vs 10.86%/yr for BVPIX. With a 0.95 correlation, they move nearly in lockstep. BVSIX charges 0.89%/yr vs 0.70%/yr for BVPIX.

Performance

BVSIX vs. BVPIX - Performance Comparison

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

Returns By Period

In the year-to-date period, BVSIX achieves a 6.57% return, which is significantly higher than BVPIX's 5.80% return. Both investments have delivered pretty close results over the past 10 years, with BVSIX having a 11.27% annualized return and BVPIX not far behind at 10.86%.

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%

BVPIX

• 1D: 0.30%
• 1M: -0.88%
• YTD: 5.80%
• 6M: 5.57%
• 1Y: 12.13%
• 3Y*: 14.45%
• 5Y*: 10.30%
• 10Y*: 10.86%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BVSIX vs. BVPIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BVSIX Baywood Socially Responsible Fund	6.57%	9.36%	14.58%	12.73%	-0.72%	26.88%	4.25%	26.56%	-12.79%	16.74%
BVPIX Baywood ValuePlus Fund	5.80%	12.27%	12.88%	11.31%	4.22%	22.02%	0.56%	23.52%	-10.27%	16.15%

Correlation

The correlation between BVSIX and BVPIX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.91
Correlation (3Y) Calculated over the trailing 3-year period	0.93
Correlation (5Y) Calculated over the trailing 5-year period	0.95
Correlation (10Y) Calculated over the trailing 10-year period	0.95
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014	0.95

The correlation between BVSIX and BVPIX has been stable across timeframes, ranging from 0.91 to 0.95 - a consistent structural relationship.

Return for Risk

BVSIX vs. BVPIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BVSIX

BVSIX Risk / Return Rank: 28
BVSIX Sharpe Ratio Rank: 27
BVSIX Sortino Ratio Rank: 28
BVSIX Omega Ratio Rank: 24
BVSIX Calmar Ratio Rank: 31
BVSIX Martin Ratio Rank: 30

BVPIX

BVPIX Risk / Return Rank: 22
BVPIX Sharpe Ratio Rank: 22
BVPIX Sortino Ratio Rank: 23
BVPIX Omega Ratio Rank: 18
BVPIX Calmar Ratio Rank: 28
BVPIX Martin Ratio Rank: 20

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. BVPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Baywood Socially Responsible Fund (BVSIX) and Baywood ValuePlus Fund (BVPIX). 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.

	BVSIX	BVPIX	Difference
Sharpe ratio: Return per unit of total volatility	1.37	1.22	+0.15
Sortino ratio: Return per unit of downside risk	2.02	1.82	+0.20
Omega ratio: Gain probability vs. loss probability	1.24	1.20	+0.03
Calmar ratio: Return relative to maximum drawdown	1.96	1.82	+0.14
Martin ratio: Return relative to average drawdown	6.52	4.64	+1.88

BVSIX vs. BVPIX - Sharpe Ratio Comparison

The current BVSIX Sharpe Ratio is 1.37, which is comparable to the BVPIX Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of BVSIX and BVPIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BVSIX vs. BVPIX - Drawdown Comparison

The maximum BVSIX drawdown since its inception was -40.73%, roughly equal to the maximum BVPIX drawdown of -40.06%. Use the drawdown chart below to compare losses from any high point for BVSIX and BVPIX.

Drawdown Indicators

	BVSIX	BVPIX	Difference
Max Drawdown Largest peak-to-trough decline	-40.73%	-40.06%	-0.67%
Max Drawdown (1Y) Largest decline over 1 year	-7.86%	-7.08%	-0.78%
Max Drawdown (3Y) Largest decline over 3 years	-15.98%	-13.32%	-2.66%
Max Drawdown (5Y) Largest decline over 5 years	-15.99%	-16.08%	+0.09%
Max Drawdown (10Y) Largest decline over 10 years	-40.73%	-40.06%	-0.67%
Current Drawdown Current decline from peak	-1.26%	-3.78%	+2.52%
Average Drawdown Average peak-to-trough decline	-8.13%	-4.17%	-3.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.36%	2.77%	-0.41%

Volatility

BVSIX vs. BVPIX - Volatility Comparison

Baywood Socially Responsible Fund (BVSIX) and Baywood ValuePlus Fund (BVPIX) have volatilities of 3.03% and 3.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BVSIX	BVPIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.03%	3.16%	-0.13%
Volatility (6M) Calculated over the trailing 6-month period	7.99%	7.57%	+0.42%
Volatility (1Y) Calculated over the trailing 1-year period	11.29%	10.57%	+0.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.80%	13.87%	+0.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.99%	17.42%	+0.57%

BVSIX vs. BVPIX - Expense Ratio Comparison

BVSIX has a 0.89% expense ratio, which is higher than BVPIX's 0.70% expense ratio.

Dividends

BVSIX vs. BVPIX - Dividend Comparison

BVSIX's dividend yield for the trailing twelve months is around 3.53%, less than BVPIX's 7.59% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BVPIX Baywood ValuePlus Fund	7.59%	7.85%	5.54%	5.95%	4.41%	10.20%	1.96%	3.35%	7.83%	4.68%	3.73%	16.80%
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%	0.00%

Frequently Asked Questions

Can I hold both BVSIX and BVPIX in my portfolio?

With a correlation of 0.91, BVSIX and BVPIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BVSIX or BVPIX?

BVPIX has higher volatility (3.16%) compared to BVSIX (3.03%). In terms of maximum drawdown, BVSIX dropped -40.73% vs BVPIX's -40.06%.

Which has better risk-adjusted returns?

BVSIX currently has the higher Sharpe Ratio (1.37 vs 1.22), 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.