Nasdaq - Delayed Quote USD

Baywood Socially Responsible Instl (BVSIX)

17.16
+0.18
+(1.06%)
At close: 8:00:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.21%
5y Average Return 18.66%
Number of Years Up 13
Number of Years Down 6
Best 1Y Total Return (May 15, 2025) 30.68%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 30.68%
Worst 3Y Total Return 3.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BVSIX
Category
YTD
-1.90%
4.44%
1-Month
-3.12%
-4.04%
3-Month
-5.76%
4.09%
1-Year
7.00%
14.37%
3-Year
9.37%
6.04%
5-Year
16.27%
9.20%
10-Year
8.23%
8.57%
Last Bull Market
16.82%
22.97%
Last Bear Market
-12.07%
-11.27%

Annual Total Return (%) History

Year
BVSIX
Category
2025
--
--
2024
14.59%
--
2023
12.71%
11.63%
2022
-0.72%
-5.90%
2021
26.88%
26.22%
2020
4.23%
2.91%
2019
26.56%
25.04%
2018
-12.68%
-8.53%

2017
16.73%
15.94%
2016
14.11%
14.81%
2015
-9.90%
-4.05%
2014
6.28%
10.21%
2013
30.68%
31.21%
2012
11.98%
14.57%
2011
-1.55%
-0.75%
2010
13.96%
13.66%
2009
23.07%
24.13%
2008
-34.58%
-37.09%
2007
-0.01%
1.42%
2006
15.48%
18.15%
2005
--
5.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.26% -- -- --
2024 8.02% 0.09% 8.14% -1.99%
2023 1.42% 2.26% -0.51% 9.24%
2022 1.86% -12.07% -2.32% 13.48%
2021 13.66% 6.27% -1.64% 6.79%
2020 -30.47% 16.95% 6.43% 20.44%
2019 12.00% 4.32% 0.53% 7.74%
2018 -3.38% 2.20% 5.67% -16.32%
2017 3.05% 0.38% 4.51% 7.96%
2016 -1.03% 3.14% 5.85% 5.61%

2015 -1.32% 1.14% -10.02% 0.32%
2014 2.94% 3.50% -2.94% 2.78%
2013 11.01% 3.31% 4.78% 8.75%
2012 9.16% -4.03% 4.11% 2.68%
2011 5.55% -0.17% -16.23% 11.53%
2010 5.62% -7.61% 7.01% 9.13%
2009 -15.02% 18.47% 17.64% 3.92%
2008 -7.60% 2.25% -6.72% -25.78%
2007 0.57% 6.33% -1.60% -4.97%
2006 4.23% -0.18% 2.54% 8.24%
2005 1.72% 6.20% 0.95% --

Rank in Category (By Total Return)

YTD 57
1-Month 50
3-Month 53
1-Year 58
3-Year 21
5-Year 9

Load Adjusted Returns

1-Year 7.00%
3-Year 9.37%
5-Year 16.27%
10-Year 8.23%

Performance & Risk

YTD Return 2.21%
5y Average Return 18.66%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Baywood
Net Assets 19.57M
YTD Return -1.90%
Yield 1.42%
Morningstar Rating
Inception Date Jan 03, 2005

Fund Summary

Under normal circumstances, at least 80% of the fund's net assets (plus any borrowings for investment purposes) consist of common stocks of issuers that meet certain socially responsible criteria. The fund seeks to avoid investing in any issuer that derives more than 5% of its total revenue from tobacco, alcohol, gambling, abortion or weaponry (whether sold to consumers or the military), or that is involved in nuclear power.

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