BVSIX vs. BVPIX
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 10.93%/yr vs 10.74%/yr for BVPIX. Their 0.95 correlation means they have historically moved very closely together. BVSIX charges 0.89%/yr vs 0.70%/yr for BVPIX.
Performance
BVSIX vs. BVPIX - Performance Comparison
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Returns By Period
In the year-to-date period, BVSIX achieves a 9.67% return, which is significantly lower than BVPIX's 10.28% return. Both investments have delivered pretty close results over the past 10 years, with BVSIX having a 10.93% annualized return and BVPIX not far behind at 10.74%.
BVSIX
- 1D
- -0.41%
- 1M
- 0.36%
- 6M
- 6.72%
- YTD
- 9.67%
- 1Y
- 16.85%
- 3Y*
- 12.95%
- 5Y*
- 10.02%
- 10Y*
- 10.93%
- ALL TIME*
- 7.92%
BVPIX
- 1D
- -0.73%
- 1M
- 2.03%
- 6M
- 5.51%
- YTD
- 10.28%
- 1Y
- 16.14%
- 3Y*
- 13.56%
- 5Y*
- 11.24%
- 10Y*
- 10.74%
- ALL TIME*
- 9.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BVSIX vs. BVPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVSIX Baywood Socially Responsible Fund | 9.67% | 9.36% | 14.58% | 12.73% | -0.72% | 26.88% | 4.25% | 26.56% | -12.79% | 16.74% |
BVPIX Baywood ValuePlus Fund | 10.28% | 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 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 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 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
BVSIX vs. BVPIX — Risk / Return Rank
BVSIX
BVPIX
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 ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.01 | -0.08 |
| Martin ratioReturn relative to average drawdown | 6.49 | 5.07 | +1.42 |
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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.
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Drawdown Indicators
| BVSIX | BVPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -1.18% | -1.52% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -8.07% | -4.15% | -3.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.80% | -0.46% |
Volatility
BVSIX vs. BVPIX - Volatility Comparison
The current volatility for Baywood Socially Responsible Fund (BVSIX) is 3.27%, while Baywood ValuePlus Fund (BVPIX) has a volatility of 3.72%. This indicates that BVSIX experiences smaller price fluctuations and is considered to be less risky than BVPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BVSIX | BVPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 3.72% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 7.94% | 7.78% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.27% | 10.77% | +0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.73% | 13.82% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.88% | 17.34% | +0.54% |
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 3.43%, less than BVPIX's 7.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVPIX Baywood ValuePlus Fund | 7.27% | 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 | 3.43% | 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
With a correlation of 0.90, 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.
BVPIX has higher volatility (3.72%) compared to BVSIX (3.27%). In terms of maximum drawdown, BVSIX dropped -40.73% vs BVPIX's -40.06%.
BVSIX currently has the higher Sharpe Ratio (1.35 vs 1.33), 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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