Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BUNRX (Bullfinch Unrestricted Ser) | 31.91% | 39.84% | 14.75% | 8.91% | 8.68% | 9.41% | 7.04% | … | … |
Data as of 06/04/2026, Common starting date is 12/10/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BUNRX (Bullfinch Unrestricted Ser) | 12/10/1987 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.07 | 39.84 | 14.75 | 8.91 | 8.68 | 9.41 | 7.04 | … | … | 31.91 | 10.41 | 2.41 | 11.64 | -12.27 | 19.19 | 3.92 | 22.44 | -7.29 | 8.09 | 10.81 | 4.20 | 13.20 | 23.80 | 6.28 | 4.22 | 17.63 | 20.20 | -28.01 | -1.48 | 0.93 | -7.51 | 6.15 | 29.53 | -14.95 | 16.73 | -5.52 | 3.06 | 7.51 | -0.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 1.97 | 0.69 | 0.39 | 0.45 | NA | NA | … | … | 5.11 | 0.40 | -0.36 | 0.51 | -0.84 | 1.64 | 0.14 | 1.79 | -0.63 | 0.99 | 0.75 | 0.30 | 1.26 | 2.42 | 0.52 | 0.19 | 0.98 | 1.09 | -1.04 | -0.37 | -0.17 | -0.81 | 0.38 | 1.98 | -0.81 | 0.67 | -0.44 | -0.01 | 0.22 | -0.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 17.92 | 16.08 | 15.32 | 15.48 | NA | NA | … | … | 16.63 | 19.39 | 11.54 | 14.67 | 16.32 | 11.71 | 26.63 | 11.77 | 13.74 | 7.60 | 14.13 | 14.05 | 10.50 | 9.83 | 12.16 | 21.51 | 17.91 | 18.36 | 27.72 | 12.22 | 13.89 | 11.95 | 13.74 | 14.56 | 19.90 | 21.94 | 22.07 | 16.36 | 18.83 | 15.90 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 12.29 | 17.38 | 18.12 | 29.60 | NA | NA | … | … | 8.15 | 14.81 | 7.67 | 9.41 | 17.82 | 5.36 | 29.60 | 6.77 | 15.70 | 5.17 | 8.84 | 13.34 | 6.33 | 5.14 | 10.15 | 17.40 | 17.49 | 16.87 | 36.55 | 10.21 | 12.44 | 10.61 | 14.48 | 9.16 | 26.81 | 17.86 | 20.47 | 18.72 | 31.07 | 13.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.01 | 2.42 | 3.97 | 3.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 4.76 | 0.00 | 0.00 | 0.00 | 4.31 | 5.65 | 8.52 | 9.58 | 5.87 | 4.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/10/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUNRX (Bullfinch Unrestricted Ser) |
-14.60%
Feb 2006 – Feb 2009 |
-9.40%
Feb 2004 – Feb 2009 |
-2.21%
Aug 1988 – Aug 1998 |
-1.11%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUNRX (Bullfinch Unrestricted Ser) |
20.32%
Feb 2009 – Feb 2012 |
16.85%
Feb 2009 – Feb 2014 |
12.07%
Feb 2009 – Feb 2019 |
9.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart