Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVPIX (Baywood Skba Valueplus Fund Insl Shares) | 6.20% | 14.50% | 14.95% | 9.44% | 10.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVPIX (Baywood Skba Valueplus Fund Insl Shares) | 12/05/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 14.50 | 14.95 | 9.44 | 10.55 | NA | NA | … | … | 6.20 | 12.27 | 12.89 | 11.31 | 4.23 | 22.02 | 0.55 | 23.53 | -10.28 | 16.15 | 17.62 | -4.60 | 7.94 | 3.41 |
| Sharpe Ratio | NA | 1.16 | 0.98 | 0.52 | 0.51 | NA | NA | … | … | 1.22 | 0.62 | 0.90 | 0.64 | 0.16 | 1.49 | 0.01 | 1.73 | -0.76 | 2.09 | 1.27 | -0.31 | 0.74 | 6.51 |
| Standard Deviation(%) | NA | 10.37 | 12.31 | 13.92 | 17.50 | NA | NA | … | … | 10.92 | 15.15 | 10.30 | 12.00 | 18.05 | 14.73 | 38.11 | 12.71 | 15.37 | 7.44 | 13.65 | 14.95 | 10.68 | 9.88 |
| Draw Down(%) | NA | 7.08 | 13.31 | 16.08 | 40.06 | NA | NA | … | … | 7.08 | 13.04 | 7.34 | 8.95 | 16.08 | 7.35 | 40.06 | 7.61 | 21.01 | 3.83 | 9.53 | 13.18 | 8.29 | 1.59 |
| Yield(%) | 0.00 | 8.01 | 7.28 | 6.62 | 7.01 | 5.74 | 4.30 | … | … | 0.61 | 8.17 | 5.90 | 6.23 | 4.37 | 11.39 | 1.92 | 3.99 | 6.49 | 5.15 | 4.27 | 13.73 | 9.86 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVPIX (Baywood Skba Valueplus Fund Insl Shares) |
-4.06%
Mar 2017 – Mar 2020 |
0.33%
Mar 2015 – Mar 2020 |
8.21%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVPIX (Baywood Skba Valueplus Fund Insl Shares) |
22.30%
Mar 2020 – Mar 2023 |
19.06%
Mar 2020 – Mar 2025 |
11.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart