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
| ISIN | US1196281059 |
|---|---|
| CUSIP | 119628105 |
| Issuer | Buffalo |
| Inception Date | May 19, 1995 |
| Category | Large Cap Growth Equities |
| Min. Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
BUFEX has a high expense ratio of 0.93%, 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: BUFEX vs. PRITX, BUFEX vs. PRGTX, BUFEX vs. VTIAX, BUFEX vs. VSGAX, BUFEX vs. PRNHX, BUFEX vs. VMVAX, BUFEX vs. AEPGX, BUFEX vs. AMCPX, BUFEX vs. VTSAX, BUFEX vs. SCHX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Buffalo Large Cap 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 Large Cap Fund had a return of 29.46% year-to-date (YTD) and 40.34% in the last 12 months. Over the past 10 years, Buffalo Large Cap Fund had an annualized return of 8.47%, while the S&P 500 had an annualized return of 11.41%, indicating that Buffalo Large Cap Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 29.46% | 25.70% |
| 1 month | 3.25% | 3.51% |
| 6 months | 14.59% | 14.80% |
| 1 year | 40.34% | 37.91% |
| 5 years (annualized) | 10.74% | 14.18% |
| 10 years (annualized) | 8.47% | 11.41% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.11% | 7.18% | 1.86% | -3.67% | 5.97% | 5.52% | -1.92% | 2.07% | 1.92% | -0.78% | 29.46% | ||
| 2023 | 7.08% | -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% | -9.22% | -30.63% |
| 2021 | -0.83% | 1.51% | 2.53% | 6.58% | -0.47% | 4.57% | 3.49% | 3.50% | -5.55% | 7.02% | -0.23% | -19.55% | -0.51% |
| 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% | 2.23% | 3.43% | 1.14% | 30.15% |
| 2018 | 6.72% | -3.29% | -2.94% | -0.03% | 4.61% | 0.62% | 3.66% | 4.32% | -0.15% | -8.05% | 1.94% | -12.61% | -6.77% |
| 2017 | 3.51% | 2.88% | 1.76% | 2.11% | 2.77% | 0.22% | 1.65% | -0.14% | 1.31% | 2.37% | 3.78% | -4.63% | 18.74% |
| 2016 | -6.55% | -0.68% | 5.19% | -0.09% | 3.03% | -1.01% | 5.82% | 0.80% | 1.35% | -3.03% | 1.42% | -1.66% | 4.04% |
| 2015 | -1.52% | 8.22% | -0.28% | -0.08% | 0.44% | -1.19% | 2.97% | -4.25% | -2.24% | 6.71% | 0.08% | -7.51% | 0.32% |
| 2014 | -2.05% | 3.88% | -2.10% | -1.54% | 2.26% | 2.60% | -1.08% | 3.86% | -0.93% | 2.16% | 4.19% | -9.44% | 0.96% |
| 2013 | 4.61% | 0.28% | 2.39% | 1.10% | 3.43% | -0.83% | 4.80% | -1.77% | 5.35% | 3.37% | 3.07% | -10.39% | 15.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BUFEX is 59, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
Buffalo Large Cap Fund provided a 0.02% dividend yield over the last twelve months, with an annual payout of $0.01 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.01 | $0.01 | $0.00 | $0.00 | $0.06 | $0.07 | $0.11 | $0.04 | $0.13 | $0.04 | $0.05 | $0.08 |
Dividend yield | 0.02% | 0.03% | 0.00% | 0.00% | 0.14% | 0.19% | 0.41% | 0.14% | 0.53% | 0.16% | 0.20% | 0.36% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2013 | $0.08 | $0.08 |
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.
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 57.77%, occurring on Nov 20, 2008. Recovery took 1101 trading sessions.
The current Buffalo Large Cap Fund drawdown is 1.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.77% | Jul 18, 2007 | 341 | Nov 20, 2008 | 1101 | Apr 11, 2013 | 1442 |
| -53.78% | Dec 12, 2000 | 452 | Oct 7, 2002 | 1134 | Apr 13, 2007 | 1586 |
| -47.07% | Nov 22, 2021 | 282 | Jan 5, 2023 | — | — | — |
| -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 current Buffalo Large Cap Fund volatility is 4.67%, 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.