BVSIX vs. VVIAX
Compare and contrast key facts about Baywood Socially Responsible Fund (BVSIX) and Vanguard Value Index Fund Admiral Shares (VVIAX).
BVSIX is managed by Baywood. It was launched on Jan 3, 2005. VVIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
BVSIX vs. VVIAX - Performance Comparison
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BVSIX vs. VVIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVSIX Baywood Socially Responsible Fund | 0.74% | 9.36% | 14.58% | 12.73% | -0.72% | 26.88% | 4.25% | 26.56% | -12.79% | 16.74% |
VVIAX Vanguard Value Index Fund Admiral Shares | 3.30% | 15.27% | 16.00% | 9.22% | -2.07% | 26.51% | 2.29% | 25.81% | -5.45% | 17.13% |
Returns By Period
In the year-to-date period, BVSIX achieves a 0.74% return, which is significantly lower than VVIAX's 3.30% return. Over the past 10 years, BVSIX has underperformed VVIAX with an annualized return of 10.73%, while VVIAX has yielded a comparatively higher 11.79% annualized return.
BVSIX
- 1D
- 1.77%
- 1M
- -5.44%
- YTD
- 0.74%
- 6M
- 0.52%
- 1Y
- 8.93%
- 3Y*
- 11.95%
- 5Y*
- 9.32%
- 10Y*
- 10.73%
VVIAX
- 1D
- 1.65%
- 1M
- -4.61%
- YTD
- 3.30%
- 6M
- 6.13%
- 1Y
- 16.29%
- 3Y*
- 15.07%
- 5Y*
- 10.84%
- 10Y*
- 11.79%
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BVSIX vs. VVIAX - Expense Ratio Comparison
BVSIX has a 0.89% expense ratio, which is higher than VVIAX's 0.05% expense ratio.
Return for Risk
BVSIX vs. VVIAX — Risk / Return Rank
BVSIX
VVIAX
BVSIX vs. VVIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baywood Socially Responsible Fund (BVSIX) and Vanguard Value Index Fund Admiral Shares (VVIAX). 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 | VVIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.08 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.56 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.53 | -0.71 |
Martin ratioReturn relative to average drawdown | 3.43 | 6.89 | -3.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BVSIX | VVIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.08 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.78 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.71 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.40 | +0.03 |
Correlation
The correlation between BVSIX and VVIAX is 0.94, 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. VVIAX - Dividend Comparison
BVSIX's dividend yield for the trailing twelve months is around 3.74%, more than VVIAX's 2.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVSIX Baywood Socially Responsible Fund | 3.74% | 3.64% | 4.15% | 4.02% | 3.75% | 4.08% | 1.99% | 2.44% | 10.28% | 2.39% | 1.19% | 0.00% |
VVIAX Vanguard Value Index Fund Admiral Shares | 2.01% | 2.04% | 2.30% | 2.45% | 2.51% | 2.14% | 2.55% | 2.49% | 2.72% | 2.29% | 2.45% | 2.60% |
Drawdowns
BVSIX vs. VVIAX - Drawdown Comparison
The maximum BVSIX drawdown since its inception was -40.73%, smaller than the maximum VVIAX drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for BVSIX and VVIAX.
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Drawdown Indicators
| BVSIX | VVIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.73% | -59.32% | +18.59% |
Max Drawdown (1Y)Largest decline over 1 year | -11.64% | -11.28% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -15.99% | -17.14% | +1.15% |
Max Drawdown (10Y)Largest decline over 10 years | -40.73% | -36.80% | -3.93% |
Current DrawdownCurrent decline from peak | -6.23% | -4.82% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -8.23% | -9.67% | +1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.50% | +0.29% |
Volatility
BVSIX vs. VVIAX - Volatility Comparison
Baywood Socially Responsible Fund (BVSIX) and Vanguard Value Index Fund Admiral Shares (VVIAX) have volatilities of 3.99% and 3.80%, 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.
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Volatility by Period
| BVSIX | VVIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 3.80% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 8.59% | 7.69% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.00% | 14.88% | +1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.87% | 13.92% | +0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 16.74% | +1.26% |