Buffalo Large Cap Fund (BUFEX)
The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights of large capitalization ("large-cap") companies. 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
US1196281059
119628105
May 19, 1995
$2,500
Large-Cap
Growth
Expense Ratio
BUFEX has a high expense ratio of 0.93%, indicating above-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.
Performance
Performance Chart
Loading data...
Returns By Period
Buffalo Large Cap Fund (BUFEX) returned -0.98% year-to-date (YTD) and 10.61% over the past 12 months. Over the past 10 years, BUFEX delivered an annualized return of 13.44%, outperforming the S&P 500 benchmark at 10.64%.
BUFEX
-0.98%
14.01%
-0.36%
10.61%
19.36%
15.65%
13.44%
^GSPC (Benchmark)
-0.67%
10.48%
-1.79%
10.08%
13.71%
14.60%
10.64%
Monthly Returns
The table below presents the monthly returns of BUFEX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.59% | -2.96% | -7.83% | 1.11% | 6.73% | -0.98% | |||||||
| 2024 | 3.11% | 7.18% | 1.86% | -3.67% | 5.97% | 5.52% | -1.92% | 2.07% | 1.92% | -0.78% | 5.31% | -0.32% | 28.86% |
| 2023 | 7.09% | -1.21% | 7.43% | 1.65% | 4.20% | 6.37% | 2.02% | -0.45% | -4.93% | -0.29% | 9.92% | 3.59% | 40.39% |
| 2022 | -8.77% | -4.13% | 3.18% | -10.97% | -2.79% | -6.95% | 10.53% | -4.61% | -9.11% | 5.38% | 4.13% | -6.62% | -28.64% |
| 2021 | -0.83% | 1.51% | 2.53% | 6.58% | -0.47% | 4.57% | 3.49% | 3.50% | -5.55% | 7.02% | -0.23% | 1.52% | 25.55% |
| 2020 | 1.63% | -7.02% | -10.76% | 13.41% | 6.27% | 3.09% | 7.17% | 8.37% | -4.20% | -2.50% | 8.77% | 3.61% | 28.08% |
| 2019 | 7.01% | 4.12% | 3.23% | 4.35% | -6.03% | 6.84% | 1.45% | -0.58% | 0.12% | 2.22% | 3.43% | 2.40% | 31.76% |
| 2018 | 6.72% | -3.29% | -2.94% | -0.03% | 4.61% | 0.62% | 3.66% | 4.32% | -0.15% | -8.05% | 1.94% | -7.76% | -1.60% |
| 2017 | 3.51% | 2.88% | 1.76% | 2.11% | 2.77% | 0.22% | 1.65% | -0.14% | 1.31% | 2.37% | 3.78% | 0.28% | 24.86% |
| 2016 | -6.55% | -0.68% | 5.19% | -0.09% | 3.03% | -1.01% | 5.82% | 0.80% | 1.35% | -3.03% | 1.42% | 1.06% | 6.91% |
| 2015 | -1.52% | 8.21% | -0.28% | -0.08% | 0.44% | -1.19% | 2.97% | -4.26% | -2.24% | 6.71% | 0.08% | -1.32% | 7.04% |
| 2014 | -2.05% | 3.88% | -2.10% | -1.54% | 2.26% | 2.60% | -1.08% | 3.86% | -0.93% | 2.16% | 4.19% | 1.42% | 13.07% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BUFEX is 58, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Buffalo Large Cap Fund (BUFEX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Buffalo Large Cap Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.06 | $0.07 | $0.11 | $0.04 | $0.13 | $0.04 | $0.05 |
Dividend yield | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.14% | 0.19% | 0.41% | 0.14% | 0.53% | 0.16% | 0.20% |
Monthly Dividends
The table displays the monthly dividend distributions for Buffalo Large Cap 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2014 | $0.05 | $0.05 |
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.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Buffalo Large Cap 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 Large Cap Fund was 53.78%, occurring on Oct 7, 2002. Recovery took 1134 trading sessions.
The current Buffalo Large Cap Fund drawdown is 5.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.78% | Dec 12, 2000 | 452 | Oct 7, 2002 | 1134 | Apr 13, 2007 | 1586 |
| -53.26% | Jul 18, 2007 | 341 | Nov 20, 2008 | 532 | Jan 3, 2011 | 873 |
| -32.54% | Nov 22, 2021 | 226 | Oct 14, 2022 | 315 | Jan 18, 2024 | 541 |
| -31.1% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -26.48% | Oct 8, 1997 | 262 | Oct 8, 1998 | 155 | May 13, 1999 | 417 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...