Buffalo Dividend Focus Fund (BUFDX)

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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.

Buffalo Dividend Focus Fund (BUFDX) has returned -3.24% so far this year and 6.99% over the past 12 months. Over the last ten years, BUFDX has had an annualized return of 11.77%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Jan 2, 2013, BUFDX's average daily return is +0.05%, while the average monthly return is +1.04%. At this rate, your investment would double in approximately 5.6 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +12.9%, while the worst month was Mar 2020 at -13.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BUFDX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +8.1%, while the worst single day was Mar 16, 2020 at -10.9%.

Buffalo Dividend Focus Fund has an annualized alpha of 2.02%, beta of 0.85, and R² of 0.94 versus S&P 500 Index. Calculated based on daily prices since January 03, 2013.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (91.38%) than losses (86.76%) — typical of diversified or defensive assets.
• This fund generated an annualized alpha of 2.02% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

BUFDX has a high expense ratio of 0.93%, indicating above-average management fees.

BUFDX ranks 18 for risk / return — in the bottom 18% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Buffalo Dividend Focus Fund (BUFDX) and compare them to a chosen benchmark (S&P 500 Index).

Buffalo Dividend Focus Fund provided a 1.64% dividend yield over the last twelve months, with an annual payout of $0.55 per share.

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.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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 7.66%.

The chart below shows the rolling one-month volatility.