- ISIN
- US1195306089
- CUSIP
- 119530608
- Issuer
- Buffalo
- Inception Date
- Dec 3, 2012
- Category
- Large Cap Blend Equities
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
BUFDX Performance Chart
Buffalo Dividend Focus Fund (BUFDX) is up 7.0% since the beginning of the year. BUFDX is currently trading at $37 per share. Investors who bought $1,000 worth of BUFDX shares 5 years ago would now be looking at an investment worth $1,669.
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Returns By Period
Buffalo Dividend Focus Fund (BUFDX) has returned 6.96% so far this year and 16.51% over the past 12 months. Over the last ten years, BUFDX has returned 12.78% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Buffalo Dividend Focus Fund
- 1D
- 0.37%
- 1M
- -0.34%
- YTD
- 6.96%
- 6M
- 6.29%
- 1Y
- 16.51%
- 3Y*
- 15.39%
- 5Y*
- 10.79%
- 10Y*
- 12.78%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BUFDX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2013, BUFDX's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, an investment would double in approximately 5.4 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.45% | 1.91% | -5.13% | 7.33% | 1.01% | -0.39% | 6.96% | ||||||
| 2025 | 4.07% | -1.21% | -4.65% | -2.84% | 4.10% | 3.54% | 0.79% | 3.00% | 0.71% | -0.99% | 2.17% | -0.16% | 8.39% |
| 2024 | 1.06% | 4.41% | 4.18% | -3.96% | 3.50% | 0.47% | 3.06% | 2.64% | 1.28% | -0.13% | 7.21% | -4.61% | 20.13% |
| 2023 | 5.41% | -3.34% | 1.74% | 2.78% | -1.98% | 5.52% | 2.87% | -1.34% | -3.42% | -1.37% | 7.82% | 4.51% | 20.07% |
| 2022 | -1.80% | -1.67% | 2.27% | -5.43% | 1.27% | -7.68% | 7.26% | -2.75% | -7.77% | 7.74% | 5.23% | -4.22% | -8.77% |
| 2021 | -1.68% | 4.11% | 2.93% | 5.35% | 0.98% | 0.73% | 1.21% | 1.83% | -2.66% | 5.27% | -2.98% | 4.55% | 20.95% |
Benchmark Metrics
Buffalo Dividend Focus Fund has an annualized alpha of 1.56%, beta of 0.85, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since January 02, 2013.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (88.66%) than losses (86.49%) - typical of diversified or defensive assets.
- Alpha
- 1.56%
- Beta
- 0.85
- R²
- 0.94
- Upside Capture
- 88.66%
- Downside Capture
- 86.49%
Expense Ratio
BUFDX has a high expense ratio of 0.93%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BUFDX ranks 36 for risk / return — below 36% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Buffalo Dividend Focus Fund (BUFDX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BUFDX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.37 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.14 | 2.78 | -0.64 |
| Martin ratioReturn relative to average drawdown | 9.14 | 12.44 | -3.30 |
Dividends
Dividend History
Buffalo Dividend Focus Fund provided a 1.47% dividend yield over the last twelve months, with an annual payout of $0.54 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.54 | $0.43 | $0.41 | $0.53 | $0.61 | $0.45 | $0.10 | $0.21 | $0.78 | $0.29 | $0.14 | $0.42 |
Dividend yield | 1.47% | 1.23% | 1.26% | 1.95% | 2.61% | 1.72% | 0.46% | 1.09% | 5.20% | 1.76% | 0.96% | 3.23% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.07 | $0.36 | ||||||
| 2025 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.43 |
| 2024 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.01 | $0.41 |
| 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 | $0.53 |
| 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 | $0.61 |
| 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 | $0.45 |
Drawdowns
Drawdowns Chart
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.
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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 1.62%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -33.11%Mar 2020 | 1mo 2d | 5mo 7d | 6mo 9dFeb 2020 - Aug 2020 |
Rate-hike selloffLate 2018 | -18.34%Dec 2018 | 3mo 1d | 4mo 3d | 7mo 4dSep 2018 - Apr 2019 |
2025 selloff2025 | -17.71%Apr 2025 | 1mo 17d | 4mo 16d | 6mo 3dFeb 2025 - Aug 2025 |
Bear market2022 | -17.07%Sep 2022 | 8mo 28d | 9mo 16d | 1y 6moJan 2022 - Jul 2023 |
2016 correction2016 | -14.13%Feb 2016 | 8mo 19d | 5mo 8d | 1y 1moMay 2015 - Jul 2016 |
Drawdown Indicators
| BUFDX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.11% | -56.78% | +23.67% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -9.10% | +1.44% |
Max Drawdown (3Y)Largest decline over 3 years | -17.71% | -18.90% | +1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -17.71% | -25.43% | +7.72% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | -33.92% | +0.81% |
Current DrawdownCurrent decline from peak | -1.62% | -1.80% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -10.71% | +7.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 2.03% | -0.24% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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