Buffalo Flexible Income Fund (BUFBX)
The fund invests in both debt and equity securities. It is anticipated that the dollar-weighted average maturity of debt securities that the fund purchases will not exceed 15 years. With respect to its investments in equity securities, the fund may invest in companies in any sector and of any size of market capitalization. It may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges and U.S. over-the-counter markets.
Fund Info
| ISIN | US1194281002 |
|---|---|
| CUSIP | 119428100 |
| Issuer | Buffalo |
| Inception Date | Aug 12, 1994 |
| Category | Large Cap Value Equities |
| Min. Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
BUFBX has a high expense ratio of 1.01%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BUFBX vs. VOO, BUFBX vs. VTI
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Buffalo Flexible Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Buffalo Flexible Income Fund had a return of 6.71% year-to-date (YTD) and 14.73% in the last 12 months. Over the past 10 years, Buffalo Flexible Income Fund had an annualized return of 7.50%, while the S&P 500 had an annualized return of 10.33%, indicating that Buffalo Flexible Income Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.71% | 5.21% |
| 1 month | -2.99% | -4.30% |
| 6 months | 12.88% | 18.42% |
| 1 year | 14.73% | 21.82% |
| 5 years (annualized) | 10.02% | 11.27% |
| 10 years (annualized) | 7.50% | 10.33% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.38% | 2.58% | 4.78% | -2.94% | ||||||||
| 2023 | -0.87% | 4.42% | 1.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BUFBX is 73, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Buffalo Flexible Income Fund(BUFBX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Buffalo Flexible Income Fund (BUFBX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Buffalo Flexible Income Fund granted a 3.27% dividend yield in the last twelve months. The annual payout for that period amounted to $0.66 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.66 | $0.66 | $0.76 | $1.02 | $0.50 | $0.46 | $0.82 | $0.86 | $0.46 | $0.50 | $0.33 | $0.46 |
Dividend yield | 3.27% | 3.48% | 4.16% | 5.57% | 3.33% | 2.91% | 6.01% | 5.49% | 3.16% | 3.67% | 2.30% | 3.22% |
Monthly Dividends
The table displays the monthly dividend distributions for Buffalo Flexible Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.02 | $0.01 | $0.00 | $0.01 | ||||||||
| 2023 | $0.01 | $0.02 | $0.00 | $0.01 | $0.04 | $0.05 | $0.01 | $0.05 | $0.03 | $0.01 | $0.05 | $0.39 |
| 2022 | $0.01 | $0.02 | $0.01 | $0.01 | $0.03 | $0.04 | $0.01 | $0.03 | $0.04 | $0.01 | $0.04 | $0.52 |
| 2021 | $0.01 | $0.03 | $0.04 | $0.01 | $0.02 | $0.04 | $0.01 | $0.04 | $0.04 | $0.01 | $0.03 | $0.75 |
| 2020 | $0.02 | $0.02 | $0.03 | $0.00 | $0.04 | $0.03 | $0.01 | $0.03 | $0.03 | $0.01 | $0.03 | $0.25 |
| 2019 | $0.02 | $0.02 | $0.03 | $0.01 | $0.05 | $0.02 | $0.01 | $0.05 | $0.02 | $0.01 | $0.03 | $0.18 |
| 2018 | $0.02 | $0.02 | $0.02 | $0.01 | $0.05 | $0.03 | $0.13 | $0.05 | $0.03 | $0.00 | $0.02 | $0.45 |
| 2017 | $0.02 | $0.02 | $0.02 | $0.02 | $0.05 | $0.03 | $0.02 | $0.05 | $0.03 | $0.01 | $0.04 | $0.54 |
| 2016 | $0.02 | $0.02 | $0.03 | $0.02 | $0.03 | $0.07 | $0.02 | $0.05 | $0.03 | $0.02 | $0.04 | $0.11 |
| 2015 | $0.01 | $0.03 | $0.04 | $0.04 | $0.04 | $0.04 | $0.02 | $0.04 | $0.04 | $0.02 | $0.04 | $0.14 |
| 2014 | $0.02 | $0.01 | $0.02 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.12 |
| 2013 | $0.03 | $0.04 | $0.04 | $0.01 | $0.03 | $0.02 | $0.02 | $0.03 | $0.02 | $0.02 | $0.03 | $0.18 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Buffalo Flexible Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Buffalo Flexible Income Fund was 39.78%, occurring on Mar 5, 2009. Recovery took 454 trading sessions.
The current Buffalo Flexible Income Fund drawdown is 3.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.78% | May 20, 2008 | 199 | Mar 5, 2009 | 454 | Dec 21, 2010 | 653 |
| -35.51% | Jan 21, 2020 | 44 | Mar 23, 2020 | 206 | Jan 14, 2021 | 250 |
| -35.42% | Oct 15, 1997 | 1270 | Oct 9, 2002 | 336 | Feb 11, 2004 | 1606 |
| -17.44% | Oct 4, 2018 | 56 | Dec 24, 2018 | 218 | Nov 5, 2019 | 274 |
| -14.67% | Jun 8, 2022 | 77 | Sep 27, 2022 | 40 | Nov 22, 2022 | 117 |
Volatility
Volatility Chart
The current Buffalo Flexible Income Fund volatility is 2.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.