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Buffalo Large Cap Fund (BUFEX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US1196281059

CUSIP

119628105

Issuer

Buffalo

Inception Date

May 19, 1995

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.


Expense ratio chart for BUFEX: current value at 0.93% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.93%

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.


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.


400.00%500.00%600.00%700.00%800.00%900.00%1,000.00%SeptemberOctoberNovemberDecember2025February
468.77%
992.61%
BUFEX (Buffalo Large Cap Fund)
Benchmark (^GSPC)

Returns By Period

Buffalo Large Cap Fund had a return of -0.44% year-to-date (YTD) and 10.92% in the last 12 months. Over the past 10 years, Buffalo Large Cap Fund had an annualized return of 8.07%, while the S&P 500 had an annualized return of 11.02%, indicating that Buffalo Large Cap Fund did not perform as well as the benchmark.


BUFEX

YTD

-0.44%

1M

-3.29%

6M

2.05%

1Y

10.92%

5Y*

9.37%

10Y*

8.07%

^GSPC (Benchmark)

YTD

1.24%

1M

-1.92%

6M

5.42%

1Y

15.91%

5Y*

14.06%

10Y*

11.02%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.59%-0.44%
20243.11%7.18%1.86%-3.67%5.97%5.52%-1.92%2.07%1.92%-0.78%5.31%-3.74%24.44%
20237.08%-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%
20201.63%-7.02%-10.76%13.41%6.27%3.09%7.17%8.37%-4.20%-2.50%8.77%3.61%28.08%
20197.01%4.12%3.23%4.35%-6.03%6.84%1.45%-0.58%0.12%2.23%3.43%1.14%30.15%
20186.72%-3.29%-2.94%-0.03%4.61%0.62%3.66%4.32%-0.15%-8.05%1.94%-12.61%-6.77%
20173.51%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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BUFEX is 49, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BUFEX is 4949
Overall Rank
The Sharpe Ratio Rank of BUFEX is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFEX is 4444
Sortino Ratio Rank
The Omega Ratio Rank of BUFEX is 4444
Omega Ratio Rank
The Calmar Ratio Rank of BUFEX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of BUFEX is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for BUFEX, currently valued at 0.76, compared to the broader market-1.000.001.002.003.004.000.761.34
The chart of Sortino ratio for BUFEX, currently valued at 1.08, compared to the broader market0.002.004.006.008.0010.001.081.83
The chart of Omega ratio for BUFEX, currently valued at 1.15, compared to the broader market1.002.003.001.151.24
The chart of Calmar ratio for BUFEX, currently valued at 0.66, compared to the broader market0.005.0010.0015.000.662.03
The chart of Martin ratio for BUFEX, currently valued at 3.46, compared to the broader market0.0020.0040.0060.0080.003.468.08
BUFEX
^GSPC

The current Buffalo Large Cap Fund Sharpe ratio is 0.76. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Buffalo Large Cap Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
0.76
1.34
BUFEX (Buffalo Large Cap Fund)
Benchmark (^GSPC)

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.


0.00%0.10%0.20%0.30%0.40%0.50%$0.00$0.02$0.04$0.06$0.08$0.10$0.1220142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-6.52%
-3.09%
BUFEX (Buffalo Large Cap Fund)
Benchmark (^GSPC)

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 6.52%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.77%Jul 18, 2007341Nov 20, 20081101Apr 11, 20131442
-53.78%Dec 12, 2000452Oct 7, 20021134Apr 13, 20071586
-47.07%Nov 22, 2021282Jan 5, 2023481Dec 4, 2024763
-31.1%Feb 20, 202023Mar 23, 202072Jul 6, 202095
-26.48%Oct 8, 1997262Oct 8, 1998155May 13, 1999417

Volatility

Volatility Chart

The current Buffalo Large Cap Fund volatility is 4.49%, 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.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
4.49%
3.71%
BUFEX (Buffalo Large Cap Fund)
Benchmark (^GSPC)