Nasdaq - Delayed Quote USD

Baywood ValuePlus Institutional (BVPIX)

22.69
+0.35
+(1.57%)
At close: 8:00:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.88%
5y Average Return 17.40%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 23.53%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 23.53%
Worst 3Y Total Return 3.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BVPIX
Category
YTD
0.26%
4.44%
1-Month
-3.64%
-4.04%
3-Month
-4.28%
4.09%
1-Year
7.99%
14.37%
3-Year
9.21%
6.04%
5-Year
15.29%
9.20%
10-Year
8.79%
8.57%
Last Bull Market
14.79%
22.97%
Last Bear Market
-9.31%
-11.27%

Annual Total Return (%) History

Year
BVPIX
Category
2025
--
--
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
2025 4.05% -- -- --
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 18
1-Month 70
3-Month 27
1-Year 46
3-Year 25
5-Year 17

Load Adjusted Returns

1-Year 7.99%
3-Year 9.21%
5-Year 15.29%
10-Year 8.79%

Performance & Risk

YTD Return 4.88%
5y Average Return 17.40%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Baywood
Net Assets 4.9M
YTD Return 0.26%
Yield 2.43%
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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