Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BUNNF (BWP Trust) | NA | 6.01% | 4.63% | 3.54% | 1.76% | 1.17% | 0.87% | … | … |
Data as of 07/30/2025, Common starting date is 11/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BUNNF (BWP Trust) | 11/05/1984 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.01 | 4.63 | 3.54 | 1.76 | 1.17 | 0.87 | … | … | 2.04 | 6.01 | 3.91 | 3.91 | 380.84 | 50.00 | -60.00 | -33.33 | -31.82 | 81.49 | 8.11 |
| Sharpe Ratio | NA | 0.85 | 0.42 | 0.49 | 0.21 | NA | NA | … | … | 0.20 | 0.71 | 0.09 | 0.92 | 0.01 | 0.60 | -0.57 | -0.43 | -0.62 | 1.13 | 2.29 |
| Standard Deviation(%) | NA | 3.37 | 2.96 | 80.12 | 80.12 | NA | NA | … | … | 2.69 | 3.35 | 2.72 | 2.71 | 351.78 | 76.19 | 115.15 | 87.85 | 58.04 | 67.35 | 26.85 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 17.31 | 60.00 | 38.29 | 34.78 | 45.00 | 2.43 |
| Yield(%) | 0.00 | 5.78 | 4.50 | 3.46 | 1.73 | 1.15 | 0.87 | … | … | 2.00 | 5.78 | 3.86 | 3.79 | 1.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/30/2025, Common starting date is 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUNNF (BWP Trust) |
-42.16%
Mar 1986 – Mar 1989 |
-25.58%
Jul 1985 – Jul 1990 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUNNF (BWP Trust) |
87.25%
Feb 2020 – Feb 2023 |
48.54%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart