Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVSNX (BAYWOOD SOCIALLYRESPONSIBLE FUND INVESTOR SHARES) | NA | 6.13% | 6.94% | 3.96% | 7.57% | NA | NA | … | … |
Data as of 10/24/2019, Common starting date is 08/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVSNX (BAYWOOD SOCIALLYRESPONSIBLE FUND INVESTOR SHARES) | 08/15/2005 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.13 | 6.94 | 3.96 | 7.57 | NA | NA | … | … | 13.12 | -12.96 | 16.55 | 13.84 | -9.99 | 6.02 | 30.32 | 11.77 | -1.79 | 14.14 | 22.67 | -34.73 | -0.25 | 15.15 | 0.88 |
| Sharpe Ratio | NA | 0.31 | 0.47 | 0.24 | 0.48 | NA | NA | … | … | 1.17 | -0.90 | 1.92 | 0.91 | -0.67 | 0.55 | 2.55 | 0.99 | -0.08 | 0.80 | 0.74 | -0.94 | -0.23 | 1.27 | -0.02 |
| Standard Deviation(%) | NA | 14.68 | 12.56 | 13.64 | 14.77 | NA | NA | … | … | 12.65 | 15.91 | 8.34 | 14.97 | 15.04 | 10.96 | 11.85 | 11.90 | 22.62 | 17.59 | 30.56 | 37.72 | 14.07 | 9.39 | 9.95 |
| Draw Down(%) | NA | 17.16 | 22.58 | 24.53 | 24.53 | NA | NA | … | … | 7.60 | 22.58 | 4.06 | 13.85 | 14.56 | 8.44 | 5.69 | 9.66 | 20.80 | 13.30 | 29.80 | 47.10 | 11.26 | 7.19 | 6.06 |
| Yield(%) | 0.00 | 8.81 | 4.37 | 4.43 | 6.10 | 4.07 | 3.05 | … | … | 0.82 | 7.75 | 2.19 | 1.20 | 7.16 | 4.03 | 20.02 | 1.17 | 1.14 | 1.19 | 1.22 | 1.31 | 5.84 | 2.32 | 0.00 |
Data as of 10/24/2019, Common starting date is 08/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVSNX (BAYWOOD SOCIALLYRESPONSIBLE FUND INVESTOR SHARES) |
-16.23%
Feb 2006 – Feb 2009 |
-3.46%
May 2007 – May 2012 |
2.50%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVSNX (BAYWOOD SOCIALLYRESPONSIBLE FUND INVESTOR SHARES) |
21.76%
Feb 2009 – Feb 2012 |
20.02%
Feb 2009 – Feb 2014 |
11.90%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart