Bullfinch Greater Western New York Series (BWNYX)

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The chart shows the growth of an initial investment of $10,000 in Bullfinch Greater Western New York Series, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Bullfinch Greater Western New York Series (BWNYX) has returned 2.36% so far this year and 11.79% over the past 12 months. Over the last ten years, BWNYX has returned 4.59% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Dec 9, 1987, BWNYX's average daily return is +0.02%, while the average monthly return is +0.32%. At this rate, your investment would double in approximately 18.1 years.

Historically, 42% of months were positive and 58% were negative. The best month was Nov 2020 with a return of +13.1%, while the worst month was Oct 2008 at -17.5%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 7 months.

On a daily basis, BWNYX closed higher 38% of trading days. The best single day was Oct 28, 2008 with a return of +7.1%, while the worst single day was Dec 26, 2025 at -13.7%.

Bullfinch Greater Western New York Series has an annualized alpha of -2.34%, beta of 0.62, and R² of 0.56 versus S&P 500 Index. Calculated based on daily prices since December 10, 1987.

• This fund participated in 77.27% of S&P 500 Index downside but only 54.58% of its upside — more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -2.34% versus S&P 500 Index — delivering less than market exposure alone would predict.
• Beta of 0.62 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

BWNYX has a high expense ratio of 1.52%, indicating above-average management fees.

BWNYX ranks 18 for risk / return — in the bottom 18% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Bullfinch Greater Western New York Series (BWNYX) and compare them to a chosen benchmark (S&P 500 Index).

Bullfinch Greater Western New York Series provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Bullfinch Greater Western New York Series. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Bullfinch Greater Western New York Series. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bullfinch Greater Western New York Series was 51.03%, occurring on Mar 9, 2009. Recovery took 540 trading sessions.

The current Bullfinch Greater Western New York Series drawdown is 13.09%.

The chart below shows the rolling one-month volatility.