Buffalo Dividend Focus Fund (BUFDX)
The fund invests in dividend-paying equity securities, consisting of common stocks, preferred stocks, rights, warrants and convertible securities. During normal market conditions, at least 80% of the fund's assets will be invested in dividend-paying equity securities. The fund 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.
Fund Info
| ISIN | US1195306089 |
|---|---|
| CUSIP | 119530608 |
| Issuer | Buffalo |
| Inception Date | Dec 3, 2012 |
| Category | Large Cap Blend Equities |
| Min. Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
BUFDX has a high expense ratio of 0.93%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BUFDX vs. VOO, BUFDX vs. BRK-B
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Buffalo Dividend Focus 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 Dividend Focus Fund had a return of 7.25% year-to-date (YTD) and 20.86% in the last 12 months. Over the past 10 years, Buffalo Dividend Focus Fund had an annualized return of 11.85%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.25% | 7.26% |
| 1 month | -2.43% | -2.63% |
| 6 months | 21.49% | 22.78% |
| 1 year | 20.86% | 22.71% |
| 5 years (annualized) | 12.98% | 11.87% |
| 10 years (annualized) | 11.85% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.06% | 4.41% | 4.18% | |||||||||
| 2023 | -1.37% | 7.82% | 4.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BUFDX is 90, placing it in the top 10% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Buffalo Dividend Focus Fund(BUFDX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Buffalo Dividend Focus Fund (BUFDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Buffalo Dividend Focus Fund granted a 1.80% dividend yield in the last twelve months. The annual payout for that period amounted to $0.53 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.53 | $0.53 | $0.61 | $0.45 | $0.10 | $0.21 | $0.78 | $0.35 | $0.28 | $0.42 | $0.78 | $0.52 |
Dividend yield | 1.80% | 1.95% | 2.61% | 1.72% | 0.46% | 1.09% | 5.20% | 2.08% | 1.96% | 3.23% | 5.73% | 4.42% |
Monthly Dividends
The table displays the monthly dividend distributions for Buffalo Dividend Focus 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 | $0.00 | $0.00 | $0.06 | |||||||||
| 2023 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.28 |
| 2022 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.44 |
| 2021 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.34 |
| 2020 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.01 |
| 2019 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 |
| 2018 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.63 |
| 2017 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.21 |
| 2016 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.15 |
| 2015 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.30 |
| 2014 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.68 |
| 2013 | $0.01 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.43 |
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 Dividend Focus 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 Dividend Focus Fund was 33.11%, occurring on Mar 23, 2020. Recovery took 110 trading sessions.
The current Buffalo Dividend Focus Fund drawdown is 2.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.11% | Feb 20, 2020 | 23 | Mar 23, 2020 | 110 | Aug 27, 2020 | 133 |
| -18.34% | Sep 24, 2018 | 64 | Dec 24, 2018 | 84 | Apr 26, 2019 | 148 |
| -17.07% | Jan 5, 2022 | 186 | Sep 30, 2022 | 195 | Jul 13, 2023 | 381 |
| -14.13% | May 28, 2015 | 180 | Feb 11, 2016 | 108 | Jul 18, 2016 | 288 |
| -10.25% | Jan 29, 2018 | 44 | Apr 2, 2018 | 102 | Aug 24, 2018 | 146 |
Volatility
Volatility Chart
The current Buffalo Dividend Focus Fund volatility is 3.12%, 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.