Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BUNNF (BWP Trust) | 2.03% | 3.94% | 3.94% | 3.14% | 1.56% | 1.03% | 0.77% | 2.40% |
Data as of 07/18/2025, AR inception is 11/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BUNNF (BWP Trust) | 11/05/1984 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.94 | 3.94 | 3.14 | 1.56 | 1.03 | 0.77 | 2.40 | 2.03 | 3.95 | 3.91 | 3.91 | 380.84 | 50.00 | -60.00 | -33.33 | -31.82 | 81.49 | 8.11 |
| Sharpe Ratio | NA | 0.28 | 0.21 | 0.48 | 0.21 | NA | NA | 0.00 | 0.27 | 0.12 | 0.09 | 0.92 | 0.01 | 0.60 | -0.57 | -0.43 | -0.62 | 1.13 | 2.29 |
| Standard Deviation(%) | NA | 2.74 | 2.73 | 80.46 | 80.46 | NA | NA | 79.31 | 2.75 | 2.73 | 2.72 | 2.71 | 351.78 | 76.19 | 115.15 | 87.85 | 58.04 | 67.35 | 26.85 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 82.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 17.31 | 60.00 | 38.29 | 34.78 | 45.00 | 2.43 |
| Yield(%) | 0.00 | 3.83 | 3.83 | 3.06 | 1.53 | 1.02 | 0.76 | 0.85 | 1.99 | 3.84 | 3.79 | 3.79 | 1.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUNNF (BWP Trust) |
-42.16%
Mar 1986 - Mar 1989 |
-25.58%
Jul 1985 - Jul 1990 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUNNF (BWP Trust) |
87.25%
Feb 2020 - Feb 2023 |
47.96%
Feb 2020 - Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart