Nasdaq - Delayed Quote USD
Baywood Socially Responsible Instl (BVSIX)
17.66
+0.24
+(1.38%)
At close: 8:00:07 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.68% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 4.93% |
| 5y Average Return | 12.33% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BVSIX | Category Average | BVSIX | Category Average | BVSIX | Category Average | |
| Alpha | 0.62 | -0.01 | -2.31 | -0.03 | -4.03 | -0.03 |
| BETA | 0.82 | 0.01 | 0.97 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.8 | 0.01 | 1.05 | 0.01 | 0.8 | 0.01 |
| R-squared | 74.46 | 0.78 | 77.6 | 0.83 | 80.86 | 0.84 |
| Standard Deviation | 16.39 | 0.17 | 20.06 | 0.19 | 17.21 | 0.16 |
| Sharpe Ratio | 0.33 | 0 | 0.5 | 0 | 0.45 | 0.01 |
| Treynor Ratio | 5.36 | 0.04 | 8.76 | 0.07 | 6.52 | 0.08 |
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