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Baywood ValuePlus Institutional (BVPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.30+0.06 (+0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.55%
5-year average return10.51%
Number of years up8
Number of years down2
Best 1-yr total return (17 Jun 2024)23.53%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return23.53%
Worst 3-yr total return3.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBVPIXCategory
YTD7.68%4.44%
1-month2.74%-4.04%
3-month5.50%4.09%
1-year24.53%14.37%
3-year8.41%6.04%
5-year12.23%9.20%
10-year8.63%8.57%
Last bull market21.76%22.97%
Last bear market-9.31%-11.27%

Annual total return (%) history

Year
BVPIXCategory
2024
N/AN/A
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
20248.08%N/AN/AN/A
2023-0.07%2.66%-1.53%10.18%
20225.61%-9.31%-5.23%14.83%
202111.12%5.34%-1.29%5.59%
2020-30.14%18.17%2.85%18.39%
201910.62%2.52%1.39%7.44%
2018-0.84%1.62%4.05%-14.38%
20171.87%1.03%5.11%7.35%
20161.70%4.09%3.95%6.86%
2015-0.74%-0.40%-8.86%5.96%
20142.07%4.76%-2.25%3.44%

Rank in category (by total return)

YTD52
1-month65
3-month20
1-year33
3-year15
5-year34

Load adjusted returns

1-year24.53%
3-year8.41%
5-year12.23%
10-year8.63%