Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVPNX (Baywood Skba Valueplus Fund Inv Shares) | NA | 3.28% | 6.37% | 5.56% | NA | NA | NA | … | … |
Data as of 10/24/2019, Common starting date is 12/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVPNX (Baywood Skba Valueplus Fund Inv Shares) | 12/05/2013 | 10/24/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.28 | 6.37 | 5.56 | NA | NA | NA | … | … | 8.27 | -10.43 | 15.86 | 17.33 | -4.79 | 7.83 | 3.42 |
| Sharpe Ratio | NA | 0.13 | 0.45 | 0.38 | NA | NA | NA | … | … | 0.76 | -0.77 | 2.07 | 1.25 | -0.32 | 0.73 | 6.52 |
| Standard Deviation(%) | NA | 13.52 | 11.74 | 12.89 | NA | NA | NA | … | … | 11.48 | 15.36 | 7.38 | 13.60 | 14.94 | 10.63 | 9.92 |
| Draw Down(%) | NA | 15.46 | 21.11 | 21.11 | NA | NA | NA | … | … | 7.65 | 21.11 | 3.85 | 9.50 | 13.29 | 8.39 | 1.60 |
| Yield(%) | 0.00 | 6.42 | 5.33 | 7.29 | 3.89 | 2.59 | 1.95 | … | … | 1.10 | 6.27 | 4.91 | 4.04 | 13.53 | 9.40 | 0.00 |
Data as of 10/24/2019, 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 |
|---|---|---|---|---|
| BVPNX (Baywood Skba Valueplus Fund Inv Shares) |
4.88%
Aug 2014 – Aug 2017 |
4.80%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVPNX (Baywood Skba Valueplus Fund Inv Shares) |
14.63%
Sep 2015 – Sep 2018 |
7.01%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart