BWNYX vs. KMVAX
Compare and contrast key facts about Bullfinch Greater Western New York Series (BWNYX) and Kirr Marbach Partners Value Fund (KMVAX).
BWNYX is managed by Bullfinch. It was launched on Dec 30, 1997. KMVAX is managed by Kirr Marbach Partners. It was launched on Dec 31, 1998.
Performance
BWNYX vs. KMVAX - Performance Comparison
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BWNYX vs. KMVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWNYX Bullfinch Greater Western New York Series | 4.44% | 7.26% | 8.05% | 10.48% | -6.99% | 13.00% | 1.48% | 18.83% | -8.10% | 0.73% |
KMVAX Kirr Marbach Partners Value Fund | 1.97% | 14.44% | 27.82% | 20.42% | -16.01% | 28.83% | 2.96% | 27.03% | -19.72% | 16.12% |
Returns By Period
In the year-to-date period, BWNYX achieves a 4.44% return, which is significantly higher than KMVAX's 1.97% return. Over the past 10 years, BWNYX has underperformed KMVAX with an annualized return of 4.80%, while KMVAX has yielded a comparatively higher 10.26% annualized return.
BWNYX
- 1D
- 2.03%
- 1M
- -7.53%
- YTD
- 4.44%
- 6M
- -6.67%
- 1Y
- 14.28%
- 3Y*
- 9.71%
- 5Y*
- 4.51%
- 10Y*
- 4.80%
KMVAX
- 1D
- 3.26%
- 1M
- -6.04%
- YTD
- 1.97%
- 6M
- -2.72%
- 1Y
- 23.05%
- 3Y*
- 18.99%
- 5Y*
- 11.56%
- 10Y*
- 10.26%
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BWNYX vs. KMVAX - Expense Ratio Comparison
BWNYX has a 1.52% expense ratio, which is higher than KMVAX's 1.45% expense ratio.
Return for Risk
BWNYX vs. KMVAX — Risk / Return Rank
BWNYX
KMVAX
BWNYX vs. KMVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bullfinch Greater Western New York Series (BWNYX) and Kirr Marbach Partners Value Fund (KMVAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BWNYX | KMVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.20 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.79 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 2.17 | -1.56 |
Martin ratioReturn relative to average drawdown | 1.61 | 6.23 | -4.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BWNYX | KMVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.20 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.63 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.51 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.40 | -0.20 |
Correlation
The correlation between BWNYX and KMVAX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BWNYX vs. KMVAX - Dividend Comparison
BWNYX has not paid dividends to shareholders, while KMVAX's dividend yield for the trailing twelve months is around 5.19%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWNYX Bullfinch Greater Western New York Series | 0.00% | 0.00% | 0.00% | 0.66% | 1.87% | 2.58% | 5.75% | 0.11% | 0.16% | 0.27% | 0.00% | 0.00% |
KMVAX Kirr Marbach Partners Value Fund | 5.19% | 5.30% | 7.58% | 3.35% | 3.57% | 3.72% | 1.35% | 2.11% | 9.38% | 6.87% | 5.64% | 0.34% |
Drawdowns
BWNYX vs. KMVAX - Drawdown Comparison
The maximum BWNYX drawdown since its inception was -51.03%, smaller than the maximum KMVAX drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for BWNYX and KMVAX.
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Drawdown Indicators
| BWNYX | KMVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.03% | -65.81% | +14.78% |
Max Drawdown (1Y)Largest decline over 1 year | -15.09% | -11.33% | -3.76% |
Max Drawdown (5Y)Largest decline over 5 years | -18.04% | -24.84% | +6.80% |
Max Drawdown (10Y)Largest decline over 10 years | -31.18% | -45.41% | +14.23% |
Current DrawdownCurrent decline from peak | -11.32% | -6.82% | -4.50% |
Average DrawdownAverage peak-to-trough decline | -7.60% | -10.04% | +2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.70% | 3.95% | +1.75% |
Volatility
BWNYX vs. KMVAX - Volatility Comparison
The current volatility for Bullfinch Greater Western New York Series (BWNYX) is 5.57%, while Kirr Marbach Partners Value Fund (KMVAX) has a volatility of 6.55%. This indicates that BWNYX experiences smaller price fluctuations and is considered to be less risky than KMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWNYX | KMVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 6.55% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 18.37% | 12.31% | +6.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.03% | 20.21% | +3.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.24% | 18.30% | -2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.13% | 20.10% | -3.97% |