Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BVPIX (Baywood Skba Valueplus Fund Insl Shares) | 8.25% | 13.77% | 13.99% | 16.37% | 9.58% | NA | NA | 9.83% |
Data as of 07/11/2025, AR inception is 12/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVPIX (Baywood Skba Valueplus Fund Insl Shares) | 12/05/2013 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 13.77 | 13.99 | 16.37 | 9.58 | NA | NA | 9.83 | 8.25 | 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 | 0.68 | 0.76 | 0.95 | 0.46 | NA | NA | 0.47 | 0.72 | 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 | 15.49 | 13.93 | 15.10 | 17.92 | NA | NA | 17.15 | 18.59 | 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 | 13.31 | 13.31 | 16.08 | 40.06 | NA | NA | 40.06 | 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 | 4.74 | 5.67 | 7.65 | 6.42 | 5.04 | 3.78 | 6.88 | 0.50 | 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 07/11/2025, AR inception 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 |
9.77%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart