Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWNYX (Bullfinch Western Ny Ser) | 12.77% | 13.44% | 11.31% | 5.80% | 6.34% | 7.53% | 5.87% | … | … |
Data as of 06/10/2026, Common starting date is 12/10/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWNYX (Bullfinch Western Ny Ser) | 12/10/1987 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.82 | 13.44 | 11.31 | 5.80 | 6.34 | 7.53 | 5.87 | … | … | 12.77 | 9.05 | 8.66 | 10.48 | -6.99 | 13.00 | 1.48 | 18.83 | -8.10 | 5.07 | 6.47 | -1.49 | 10.60 | 32.40 | 5.00 | 1.08 | 23.17 | 13.69 | -24.63 | 4.77 | 0.52 | 0.45 | 13.02 | 45.78 | -22.35 | 17.69 | -2.65 | 0.44 | -10.43 | -6.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.63 | 0.54 | 0.20 | 0.30 | NA | NA | … | … | 1.98 | 0.29 | 0.36 | 0.52 | -0.55 | 0.97 | 0.05 | 1.53 | -0.69 | 0.58 | 0.49 | -0.12 | 0.99 | 2.92 | 0.39 | 0.04 | 1.09 | 0.53 | -0.73 | 0.11 | -0.24 | -0.15 | 0.88 | 2.96 | -1.22 | 0.85 | -0.43 | -0.25 | -0.97 | -0.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 20.54 | 17.08 | 15.93 | 15.97 | NA | NA | … | … | 15.89 | 21.94 | 14.06 | 13.35 | 15.26 | 13.37 | 27.07 | 11.33 | 13.75 | 7.63 | 12.71 | 13.08 | 10.65 | 11.10 | 12.86 | 24.51 | 21.11 | 25.74 | 34.91 | 14.59 | 11.94 | 11.75 | 13.72 | 15.20 | 19.22 | 18.29 | 15.95 | 11.68 | 14.34 | 10.56 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 15.09 | 17.57 | 17.57 | 31.18 | NA | NA | … | … | 9.37 | 15.03 | 8.07 | 13.70 | 12.80 | 8.55 | 31.18 | 6.72 | 19.22 | 8.01 | 9.67 | 13.79 | 6.46 | 4.36 | 13.50 | 18.47 | 16.46 | 29.61 | 40.01 | 9.82 | 15.33 | 11.37 | 15.96 | 10.15 | 33.64 | 17.93 | 17.20 | 12.65 | 27.81 | 12.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.45 | 1.07 | 1.94 | 2.92 | 2.31 | … | … | 0.00 | 0.00 | 0.62 | 0.73 | 1.71 | 2.87 | 5.47 | 0.14 | 0.15 | 4.58 | 1.64 | 0.00 | 11.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/10/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWNYX (Bullfinch Western Ny Ser) |
-16.24%
Feb 2006 – Feb 2009 |
-8.19%
Feb 2004 – Feb 2009 |
-3.17%
Sep 1992 – Sep 2002 |
-2.02%
Jan 1988 – Jan 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWNYX (Bullfinch Western Ny Ser) |
23.09%
Feb 2009 – Feb 2012 |
20.56%
Feb 2009 – Feb 2014 |
12.42%
Feb 2009 – Feb 2019 |
9.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart