Correlation
The correlation between BVSIX and VIIIX is 0.84, 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.
BVSIX vs. VIIIX
Compare and contrast key facts about Baywood Socially Responsible Fund (BVSIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
BVSIX is managed by Baywood. It was launched on Jan 3, 2005. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BVSIX or VIIIX.
Performance
BVSIX vs. VIIIX - Performance Comparison
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Key characteristics
BVSIX:
0.44
VIIIX:
0.73
BVSIX:
0.70
VIIIX:
1.04
BVSIX:
1.09
VIIIX:
1.15
BVSIX:
0.42
VIIIX:
0.69
BVSIX:
1.46
VIIIX:
2.62
BVSIX:
4.64%
VIIIX:
4.92%
BVSIX:
16.40%
VIIIX:
19.77%
BVSIX:
-40.73%
VIIIX:
-55.18%
BVSIX:
-5.87%
VIIIX:
-3.42%
Returns By Period
In the year-to-date period, BVSIX achieves a 0.84% return, which is significantly lower than VIIIX's 1.05% return.
BVSIX
0.84%
3.42%
-5.87%
6.19%
9.51%
16.41%
N/A
VIIIX
1.05%
5.63%
-1.37%
13.48%
14.38%
15.92%
12.83%
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BVSIX vs. VIIIX - Expense Ratio Comparison
BVSIX has a 0.89% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Risk-Adjusted Performance
BVSIX vs. VIIIX — Risk-Adjusted Performance Rank
BVSIX
VIIIX
BVSIX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baywood Socially Responsible Fund (BVSIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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.
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Dividends
BVSIX vs. VIIIX - Dividend Comparison
BVSIX's dividend yield for the trailing twelve months is around 4.05%, more than VIIIX's 2.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVSIX Baywood Socially Responsible Fund | 4.05% | 4.15% | 4.02% | 3.76% | 4.07% | 1.99% | 2.44% | 10.28% | 2.40% | 1.20% | 0.00% | 0.00% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.55% | 2.59% | 2.98% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% | 1.90% |
Drawdowns
BVSIX vs. VIIIX - Drawdown Comparison
The maximum BVSIX drawdown since its inception was -40.73%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for BVSIX and VIIIX.
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Volatility
BVSIX vs. VIIIX - Volatility Comparison
The current volatility for Baywood Socially Responsible Fund (BVSIX) is 4.50%, while Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) has a volatility of 4.78%. This indicates that BVSIX experiences smaller price fluctuations and is considered to be less risky than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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