BWNYX
Bullfinch Greater Western NY Series
$25.29
0.17 (0.68%)
Currency in USD / Last Updated: 4/19/2024
Category | MidCap |
---|---|
Market Cap | 0.726M |
52 Week High | 26.65 |
52 Week Low | 21.717 |
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Key Data
Symbol | BWNYX |
---|---|
Type | Mutual Fund |
Category | MidCap |
Price | 25.29 |
Price Yesterday | 25.12 |
Market Cap | 0.73 |
YTD Return | 1.73% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0144 |
Overview
52 Week High | 26.65 |
---|---|
52 Week Low | 21.72 |
Market Cap | 0.73M |
Shares Outstanding | 0.03M |
Income Dividend Yield | 0.65% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.65% |
Returns Annualized
One Day | 448.14% |
---|---|
Five Days | -36.67% |
One Months | -21.86% |
Three Months | 7.28% |
Six Months | 21.44% |
Nine Months | 3.70% |
One Year | 9.88% |
Three Years | 0.89% |
Five Years | 4.38% |
Ten Years | 3.87% |
YTD | 5.86% |
Since Inception | 5.68% |
Returns Total
One Day | 0.68% |
---|---|
Five Days | -0.90% |
One Month | -2.13% |
Three Months | 1.77% |
Six Months | 10.10% |
Nine Months | 2.77% |
One Year | 9.87% |
Three Years | 2.70% |
Five Years | 23.87% |
Ten Years | 46.13% |
YTD | 1.73% |
Since Inception | 211.91% |
Yearly Returns
2024 | 1.73% |
---|---|
2023 | 10.48% |
2022 | -6.99% |
2021 | 12.98% |
2020 | 1.46% |
2019 | 18.83% |
2018 | -8.25% |
2017 | 0.47% |
2016 | 4.83% |
2015 | -1.49% |
Risk against SP-DA
Alpha | -10.95% |
---|---|
Beta | 0.96 |
Correlation | 86.68% |
Downside Deviation | 2.76% |
Coefficient of determination | 75.14% |
Standard Deviation | 3.78% |
Sharpe Ratio | -0.89 |
Sortino | -4.21 |
Treynor | 4.68 |
Ulcer Index | 4.42 |
Ulcer Performance Index | -2.63 |