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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 above-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.


Performance

Performance Chart


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S&P 500

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

YTD

-0.98%

1M

14.01%

6M

-0.36%

1Y

10.61%

3Y*

19.36%

5Y*

15.65%

10Y*

13.44%

^GSPC (Benchmark)

YTD

-0.67%

1M

10.48%

6M

-1.79%

1Y

10.08%

3Y*

13.71%

5Y*

14.60%

10Y*

10.64%

*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%-2.96%-7.83%1.11%6.73%-0.98%
20243.11%7.18%1.86%-3.67%5.97%5.52%-1.92%2.07%1.92%-0.78%5.31%-0.32%28.86%
20237.09%-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%
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%2.22%3.43%2.40%31.76%
20186.72%-3.29%-2.94%-0.03%4.61%0.62%3.66%4.32%-0.15%-8.05%1.94%-7.76%-1.60%
20173.51%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.


The Risk-Adjusted Performance Rank of BUFEX is 5858
Overall Rank
The Sharpe Ratio Rank of BUFEX is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFEX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of BUFEX is 5858
Omega Ratio Rank
The Calmar Ratio Rank of BUFEX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of BUFEX is 5656
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 Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Buffalo Large Cap Fund Sharpe ratios as of May 23, 2025 (values are recalculated daily):

  • 1-Year: 0.47
  • 5-Year: 0.77
  • 10-Year: 0.69
  • All Time: 0.47

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Buffalo Large Cap Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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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$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.


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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, 2000452Oct 7, 20021134Apr 13, 20071586
-53.26%Jul 18, 2007341Nov 20, 2008532Jan 3, 2011873
-32.54%Nov 22, 2021226Oct 14, 2022315Jan 18, 2024541
-31.1%Feb 20, 202023Mar 23, 202072Jul 6, 202095
-26.48%Oct 8, 1997262Oct 8, 1998155May 13, 1999417

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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