Baywood Mutual Fund Quote


USD 17.46  0.04  0.23%   

Market Performance
0 of 100
Odds Of Distress
Less than 35
Baywood Skba is trading at 17.46 as of the 29th of September 2022; that is -0.23% down since the beginning of the trading day. The fund's open price was 17.5. Baywood Skba has about a 35 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Baywood Skba Valueplus are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of October 2020 and ending today, the 29th of September 2022. Click here to learn more.
Under normal conditions, the Advisor seeks to achieve the funds investment objective by investing at least 80 percent of its net assets 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 . More on Baywood Skba Valueplus

Moving together with Baywood Skba

+0.89AAAlcoa Corp Earnings Call  In Two WeeksPairCorr
+0.79JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr

Baywood Skba Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Baywood Skba's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Baywood Skba or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Baywood Skba generated a negative expected return over the last 90 days
The fund holds 97.75% of its assets under management (AUM) in equities
Thematic IdeaLarge Value (view all)
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Baywood Skba's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year1.11
Startdate2nd of December 2013
Baywood Skba Valueplus [BVPIX] is traded in USA and was established 29th of September 2022. The fund is listed under Large Value category and is part of Baywood family. The entity is thematically classified as Large Value. Baywood Skba Valueplus currently has accumulated 3.54 M in assets under management (AUM) with minimum initial investment of 5 K. , while the total return for the last 3 years was 1.5%.
Check Baywood Skba Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baywood Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baywood Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baywood Skba Valueplus Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Baywood Skba Valueplus Constituents

Baywood Skba Target Price Odds Analysis

Based on a normal probability distribution, the odds of Baywood Skba jumping above the current price in 90 days from now is close to 99%. The Baywood Skba Valueplus probability density function shows the probability of Baywood Skba mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Baywood Skba Valueplus has a beta of close to zero suggesting the returns on DOW and Baywood Skba do not appear to be sensitive. Additionally, it does not look like the company alpha can have any bearing on the current equity valuation.
  Odds Below 17.46HorizonTargetOdds Above 17.46
0.53%90 days
Based on a normal probability distribution, the odds of Baywood Skba to move above the current price in 90 days from now is close to 99 (This Baywood Skba Valueplus probability density function shows the probability of Baywood Mutual Fund to fall within a particular range of prices over 90 days) .

Baywood Skba Valueplus Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Baywood Skba market risk premium is the additional return an investor will receive from holding Baywood Skba long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Baywood Skba. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Baywood Skba's alpha and beta are two of the key measurements used to evaluate Baywood Skba's performance over the market, the standard measures of volatility play an important role as well.

Baywood Skba Against Markets

Picking the right benchmark for Baywood Skba mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Baywood Skba mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Baywood Skba is critical whether you are bullish or bearish towards Baywood Skba Valueplus at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Baywood Skba without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Bond Analysis Now


Bond Analysis

Evaluate and analyze corporate bonds as a potential investment for your portfolios.
All  Next Launch Module

Invested in Baywood Skba Valueplus?

The danger of trading Baywood Skba Valueplus is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Baywood Skba is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Baywood Skba. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Baywood Skba Valueplus is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Trending Equities. You can also try Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.

Complementary Tools for analysis

When running Baywood Skba Valueplus price analysis, check to measure Baywood Skba's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Baywood Skba is operating at the current time. Most of Baywood Skba's value examination focuses on studying past and present price action to predict the probability of Baywood Skba's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Baywood Skba's price. Additionally, you may evaluate how the addition of Baywood Skba to your portfolios can decrease your overall portfolio volatility.
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Please note, there is a significant difference between Baywood Skba's value and its price as these two are different measures arrived at by different means. Investors typically determine Baywood Skba value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baywood Skba's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.