BVSIX vs. BVPIX
Compare and contrast key facts about Baywood Socially Responsible Fund (BVSIX) and Baywood ValuePlus Fund (BVPIX).
BVSIX is managed by Baywood. It was launched on Jan 3, 2005. BVPIX is managed by Baywood. It was launched on Dec 2, 2013.
Performance
BVSIX vs. BVPIX - Performance Comparison
Loading graphics...
BVSIX vs. BVPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVSIX Baywood Socially Responsible Fund | -1.01% | 9.36% | 14.58% | 12.73% | -0.72% | 26.88% | 4.25% | 26.56% | -12.79% | 16.74% |
BVPIX Baywood ValuePlus Fund | 2.73% | 12.27% | 12.88% | 11.31% | 4.22% | 22.02% | 0.56% | 23.52% | -10.27% | 16.15% |
Returns By Period
In the year-to-date period, BVSIX achieves a -1.01% return, which is significantly lower than BVPIX's 2.73% return. Both investments have delivered pretty close results over the past 10 years, with BVSIX having a 10.53% annualized return and BVPIX not far ahead at 10.64%.
BVSIX
- 1D
- -0.50%
- 1M
- -7.13%
- YTD
- -1.01%
- 6M
- -0.46%
- 1Y
- 6.91%
- 3Y*
- 11.30%
- 5Y*
- 9.15%
- 10Y*
- 10.53%
BVPIX
- 1D
- -0.27%
- 1M
- -5.31%
- YTD
- 2.73%
- 6M
- 3.34%
- 1Y
- 10.86%
- 3Y*
- 13.19%
- 5Y*
- 10.65%
- 10Y*
- 10.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BVSIX vs. BVPIX - Expense Ratio Comparison
BVSIX has a 0.89% expense ratio, which is higher than BVPIX's 0.70% expense ratio.
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.
| BVSIX | BVPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 0.80 | -0.32 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.20 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.17 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 0.94 | -0.35 |
Martin ratioReturn relative to average drawdown | 2.48 | 3.99 | -1.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BVSIX | BVPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 0.80 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.77 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.61 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.55 | -0.13 |
Correlation
The correlation between BVSIX and BVPIX is 0.96, 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
BVSIX vs. BVPIX - Dividend Comparison
BVSIX's dividend yield for the trailing twelve months is around 3.80%, less than BVPIX's 7.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVSIX Baywood Socially Responsible Fund | 3.80% | 3.64% | 4.15% | 4.02% | 3.75% | 4.08% | 1.99% | 2.44% | 10.28% | 2.39% | 1.19% | 0.00% |
BVPIX Baywood ValuePlus Fund | 7.82% | 7.85% | 5.54% | 5.95% | 4.41% | 10.20% | 1.96% | 3.35% | 7.83% | 4.68% | 3.73% | 16.80% |
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.
Loading graphics...
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 | -11.64% | -11.51% | -0.13% |
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 | -7.86% | -6.57% | -1.29% |
Average DrawdownAverage peak-to-trough decline | -8.23% | -4.17% | -4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 2.71% | +0.05% |
Volatility
BVSIX vs. BVPIX - Volatility Comparison
Baywood Socially Responsible Fund (BVSIX) has a higher volatility of 3.40% compared to Baywood ValuePlus Fund (BVPIX) at 2.93%. This indicates that BVSIX's price experiences larger fluctuations and is considered to be riskier than BVPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BVSIX | BVPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 2.93% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 8.41% | 7.84% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.94% | 14.96% | +0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.85% | 13.98% | +0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 17.41% | +0.59% |