BWNYX vs. MISIX

Last updated Apr 2, 2026

Compare and contrast key facts about Bullfinch Greater Western New York Series (BWNYX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).

BWNYX is managed by Bullfinch. It was launched on Dec 30, 1997. MISIX is managed by Victory.

Performance

BWNYX vs. MISIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bullfinch Greater Western New York Series (BWNYX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). The values are adjusted to include any dividend payments, if applicable.

BWNYX vs. MISIX - 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%
MISIX Victory Trivalent International Small-Cap Fund Class I	2.72%	42.00%	4.70%	15.49%	-23.13%	12.41%	15.42%	27.88%	-20.20%	37.14%

Returns By Period

In the year-to-date period, BWNYX achieves a 4.44% return, which is significantly higher than MISIX's 2.72% return. Over the past 10 years, BWNYX has underperformed MISIX with an annualized return of 4.80%, while MISIX has yielded a comparatively higher 9.62% 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%

MISIX

• 1D: 3.45%
• 1M: -9.81%
• YTD: 2.72%
• 6M: 8.14%
• 1Y: 38.23%
• 3Y*: 18.09%
• 5Y*: 7.46%
• 10Y*: 9.62%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BWNYX vs. MISIX - Expense Ratio Comparison

BWNYX has a 1.52% expense ratio, which is higher than MISIX's 0.97% expense ratio.

BWNYX

Bullfinch Greater Western New York Series

MISIX

Victory Trivalent International Small-Cap Fund Class I

Return for Risk

BWNYX vs. MISIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BWNYX

BWNYX Risk / Return Rank: 20
BWNYX Sharpe Ratio Rank: 22
BWNYX Sortino Ratio Rank: 19
BWNYX Omega Ratio Rank: 33
BWNYX Calmar Ratio Rank: 15
BWNYX Martin Ratio Rank: 13

MISIX

MISIX Risk / Return Rank: 93
MISIX Sharpe Ratio Rank: 95
MISIX Sortino Ratio Rank: 93
MISIX Omega Ratio Rank: 92
MISIX Calmar Ratio Rank: 90
MISIX Martin Ratio Rank: 92

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BWNYX vs. MISIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bullfinch Greater Western New York Series (BWNYX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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	MISIX	Difference
Sharpe ratio Return per unit of total volatility	0.68	2.29	-1.61
Sortino ratio Return per unit of downside risk	0.96	2.93	-1.97
Omega ratio Gain probability vs. loss probability	1.18	1.45	-0.27
Calmar ratio Return relative to maximum drawdown	0.61	2.68	-2.07
Martin ratio Return relative to average drawdown	1.61	11.58	-9.97
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BWNYX vs. MISIX - Sharpe Ratio Comparison

The current BWNYX Sharpe Ratio is 0.68, which is lower than the MISIX Sharpe Ratio of 2.29. The chart below compares the historical Sharpe Ratios of BWNYX and MISIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BWNYX	MISIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.68	2.29	-1.61
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.29	0.42	-0.14
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.30	0.54	-0.24
Sharpe Ratio (All Time) Calculated using the full available price history	0.20	0.32	-0.12

Correlation

The correlation between BWNYX and MISIX is 0.65, 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. MISIX - Dividend Comparison

BWNYX has not paid dividends to shareholders, while MISIX's dividend yield for the trailing twelve months is around 5.89%.

	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%
MISIX Victory Trivalent International Small-Cap Fund Class I	5.89%	6.05%	2.27%	1.90%	1.12%	8.61%	0.41%	1.99%	3.59%	1.85%	1.56%	1.21%

Drawdowns

BWNYX vs. MISIX - Drawdown Comparison

The maximum BWNYX drawdown since its inception was -51.03%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for BWNYX and MISIX.

Drawdown Indicators

	BWNYX	MISIX	Difference
Max Drawdown Largest peak-to-trough decline	-51.03%	-67.61%	+16.58%
Max Drawdown (1Y) Largest decline over 1 year	-15.09%	-13.84%	-1.25%
Max Drawdown (5Y) Largest decline over 5 years	-18.04%	-37.69%	+19.65%
Max Drawdown (10Y) Largest decline over 10 years	-31.18%	-41.82%	+10.64%
Current Drawdown Current decline from peak	-11.32%	-10.87%	-0.45%
Average Drawdown Average peak-to-trough decline	-7.60%	-16.99%	+9.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.70%	3.20%	+2.50%

Volatility

BWNYX vs. MISIX - Volatility Comparison

The current volatility for Bullfinch Greater Western New York Series (BWNYX) is 5.57%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 7.91%. This indicates that BWNYX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BWNYX	MISIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.57%	7.91%	-2.34%
Volatility (6M) Calculated over the trailing 6-month period	18.37%	11.79%	+6.58%
Volatility (1Y) Calculated over the trailing 1-year period	24.03%	16.91%	+7.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.24%	17.75%	-1.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.13%	17.82%	-1.69%