BWNYX vs. LLSCX
Compare and contrast key facts about Bullfinch Greater Western New York Series (BWNYX) and Longleaf Partners Small-Cap Fund (LLSCX).
BWNYX is managed by Bullfinch. It was launched on Dec 30, 1997. LLSCX is managed by Longleaf Partners. It was launched on Feb 21, 1989.
Performance
BWNYX vs. LLSCX - Performance Comparison
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BWNYX vs. LLSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWNYX Bullfinch Greater Western New York Series | 2.36% | 7.26% | 8.05% | 10.48% | -6.99% | 13.00% | 1.48% | 18.83% | -8.10% | 0.73% |
LLSCX Longleaf Partners Small-Cap Fund | -3.68% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
Returns By Period
In the year-to-date period, BWNYX achieves a 2.36% return, which is significantly higher than LLSCX's -3.68% return. Over the past 10 years, BWNYX has underperformed LLSCX with an annualized return of 4.59%, while LLSCX has yielded a comparatively higher 6.69% annualized return.
BWNYX
- 1D
- -1.31%
- 1M
- -8.76%
- YTD
- 2.36%
- 6M
- -8.67%
- 1Y
- 11.79%
- 3Y*
- 8.97%
- 5Y*
- 4.19%
- 10Y*
- 4.59%
LLSCX
- 1D
- 0.61%
- 1M
- -3.81%
- YTD
- -3.68%
- 6M
- -2.59%
- 1Y
- 2.07%
- 3Y*
- 9.42%
- 5Y*
- 1.87%
- 10Y*
- 6.69%
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BWNYX vs. LLSCX - Expense Ratio Comparison
BWNYX has a 1.52% expense ratio, which is higher than LLSCX's 0.95% expense ratio.
Return for Risk
BWNYX vs. LLSCX — Risk / Return Rank
BWNYX
LLSCX
BWNYX vs. LLSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bullfinch Greater Western New York Series (BWNYX) and Longleaf Partners Small-Cap Fund (LLSCX). 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 | LLSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.15 | +0.40 |
Sortino ratioReturn per unit of downside risk | 0.81 | 0.32 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.04 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 0.10 | +0.33 |
Martin ratioReturn relative to average drawdown | 1.15 | 0.30 | +0.85 |
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 | LLSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.15 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.11 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.27 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.51 | -0.31 |
Correlation
The correlation between BWNYX and LLSCX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BWNYX vs. LLSCX - Dividend Comparison
BWNYX has not paid dividends to shareholders, while LLSCX's dividend yield for the trailing twelve months is around 1.22%.
| 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% |
LLSCX Longleaf Partners Small-Cap Fund | 1.22% | 1.17% | 0.11% | 0.94% | 1.20% | 0.82% | 5.85% | 14.89% | 18.13% | 8.43% | 18.01% | 5.91% |
Drawdowns
BWNYX vs. LLSCX - Drawdown Comparison
The maximum BWNYX drawdown since its inception was -51.03%, smaller than the maximum LLSCX drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for BWNYX and LLSCX.
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Drawdown Indicators
| BWNYX | LLSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.03% | -63.97% | +12.94% |
Max Drawdown (1Y)Largest decline over 1 year | -15.09% | -10.47% | -4.62% |
Max Drawdown (5Y)Largest decline over 5 years | -18.04% | -28.37% | +10.33% |
Max Drawdown (10Y)Largest decline over 10 years | -31.18% | -42.23% | +11.05% |
Current DrawdownCurrent decline from peak | -13.09% | -7.92% | -5.17% |
Average DrawdownAverage peak-to-trough decline | -7.60% | -8.90% | +1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.66% | 3.68% | +1.98% |
Volatility
BWNYX vs. LLSCX - Volatility Comparison
Bullfinch Greater Western New York Series (BWNYX) has a higher volatility of 5.11% compared to Longleaf Partners Small-Cap Fund (LLSCX) at 3.90%. This indicates that BWNYX's price experiences larger fluctuations and is considered to be riskier than LLSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWNYX | LLSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 3.90% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 18.26% | 9.23% | +9.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.99% | 15.42% | +8.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 17.00% | -0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 24.58% | -8.46% |