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Baywood Socially Responsible Invs (BVSNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.87+0.20 (+1.87%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return10.54%
5-year average return5.22%
Number of years up8
Number of years down5
Best 1-yr total return (3 Feb 2019)30.31%
Worst 1-yr total return (3 Feb 2019)-34.77%
Best 3-yr total return30.31%
Worst 3-yr total return-9.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBVSNXCategory
YTD18.42%17.52%
1-month1.52%-0.87%
3-month1.23%5.51%
1-year1.54%42.88%
3-year8.68%11.93%
5-year4.93%12.07%
10-year9.24%10.95%
Last bull market20.09%23.18%
Last bear market-19.07%-17.87%

Annual total return (%) history

Year
BVSNXCategory
2019
N/A25.04%
2018
-12.96%-8.53%
2017
16.56%15.94%
2016
13.84%14.81%
2015
-9.99%-4.05%
2014
6.03%10.21%
2013
30.31%31.21%
2012
11.77%14.57%
2011
-1.80%-0.75%
2010
13.73%13.66%
2009
22.66%24.13%
2008
-34.77%-37.09%
2007
-0.24%1.42%
2006
15.15%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
201911.90%4.25%N/AN/A
2018-3.48%2.18%5.52%-16.36%
20172.98%0.45%4.43%7.89%
2016-1.08%3.10%5.79%5.51%
2015-1.29%1.08%-10.10%0.35%
20142.89%3.45%-3.02%2.72%
201310.86%3.25%4.81%8.62%
20129.14%-4.10%4.05%2.62%
20115.61%-0.33%-16.22%11.36%
20105.70%-7.67%6.83%9.09%
2009-15.09%18.42%17.60%3.73%
2008-7.65%2.20%-6.78%-25.86%
20070.52%6.27%-1.66%-5.04%
20064.09%-0.13%2.40%8.18%
20050.90%N/AN/AN/A

Rank in category (by total return)

YTD18
1-month22
3-month35
1-year65
3-year68
5-year93

Load adjusted returns

1-year1.54%
3-year8.68%
5-year4.93%
10-year9.24%