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Nasdaq - Delayed Quote USD

Baywood ValuePlus Institutional (BVPIX)

23.08
+0.06
+(0.26%)
As of 8:05:08 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.89%
5y Average Return 11.75%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Feb 19, 2025) 23.53%
Worst 1Y Total Return (Feb 19, 2025) --
Best 3Y Total Return 23.53%
Worst 3Y Total Return 3.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BVPIX
Category
YTD
4.74%
4.44%
1-Month
4.74%
-4.04%
3-Month
3.10%
4.09%
1-Year
17.72%
14.37%
3-Year
10.50%
6.04%
5-Year
12.15%
9.20%
10-Year
9.77%
8.57%
Last Bull Market
14.79%
22.97%
Last Bear Market
-9.31%
-11.27%

Annual Total Return (%) History

Year
BVPIX
Category
2024
12.89%
--
2023
11.30%
11.63%
2022
4.23%
-5.90%
2021
22.00%
26.22%
2020
0.53%
2.91%
2019
23.53%
25.04%
2018
-10.22%
-8.53%
2017
16.13%
15.94%

2016
17.60%
14.81%
2015
-4.53%
-4.05%
2014
8.12%
10.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.08% -1.87% 9.08% -2.42%
2023 -0.07% 2.66% -1.53% 10.18%
2022 5.61% -9.31% -5.23% 14.83%
2021 11.12% 5.34% -1.29% 5.59%
2020 -30.14% 18.17% 2.85% 18.39%
2019 10.62% 2.52% 1.39% 7.44%
2018 -0.84% 1.62% 4.05% -14.38%
2017 1.87% 1.03% 5.11% 7.35%
2016 1.70% 4.09% 3.95% 6.86%
2015 -0.74% -0.40% -8.86% 5.96%

2014 2.07% 4.76% -2.25% 3.44%

Rank in Category (By Total Return)

YTD 22
1-Month 22
3-Month 56
1-Year 60
3-Year 15
5-Year 25

Load Adjusted Returns

1-Year 17.72%
3-Year 10.50%
5-Year 12.15%
10-Year 9.77%

Performance & Risk

YTD Return 5.89%
5y Average Return 11.75%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Baywood
Net Assets 5.09M
YTD Return 4.74%
Yield 2.49%
Morningstar Rating
Inception Date Dec 02, 2013

Fund Summary

Under normal conditions, the Advisor seeks to achieve the fund's investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of large market capitalization companies and instruments that provide exposure to such securities, including common, preferred and convertible stock and sponsored American Depositary Receipts ("ADRs").

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