- ISIN
- US1196281059
- CUSIP
- 119628105
- Issuer
- Buffalo
- Inception Date
- May 19, 1995
- Category
- Large Cap Growth Equities
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
BUFEX Performance Chart
Buffalo Large Cap Fund (BUFEX) is up 7.8% since the beginning of the year. BUFEX is currently trading at $63 per share. Investors who bought $1,000 worth of BUFEX shares 5 years ago would now be looking at an investment worth $1,827.
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Returns By Period
Buffalo Large Cap Fund (BUFEX) has returned 7.79% so far this year and 24.21% over the past 12 months. Looking at the last ten years, BUFEX has achieved an annualized return of 16.05%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Buffalo Large Cap Fund
- 1D
- 1.62%
- 1M
- 0.08%
- YTD
- 7.79%
- 6M
- 7.55%
- 1Y
- 24.21%
- 3Y*
- 21.47%
- 5Y*
- 12.81%
- 10Y*
- 16.05%
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%
BUFEX Monthly Returns History
Based on dividend-adjusted daily data since May 19, 1995, BUFEX's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +13.4%, while the worst month was Oct 2008 at -21.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BUFEX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +10.9%, while the worst single day was Mar 16, 2020 at -11.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.48% | -2.17% | -5.17% | 12.26% | 5.76% | -1.67% | 7.79% | ||||||
| 2025 | 2.59% | -2.96% | -7.83% | 1.11% | 7.69% | 5.99% | 3.74% | 0.86% | 4.05% | 3.20% | -1.49% | -0.79% | 16.27% |
| 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% |
Benchmark Metrics
Buffalo Large Cap Fund has an annualized alpha of 2.15%, beta of 0.99, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since May 19, 1995.
- This fund captured 108.36% of S&P 500 Index gains but only 99.26% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 2.15% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.99 and R2 of 0.90, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.15%
- Beta
- 0.99
- R²
- 0.90
- Upside Capture
- 108.36%
- Downside Capture
- 99.26%
Expense Ratio
BUFEX has a high expense ratio of 0.93%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BUFEX ranks 30 for risk / return — below 30% 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 Large Cap Fund (BUFEX) 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.
| BUFEX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| 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 | 1.72 | 2.78 | -1.06 |
| Martin ratioReturn relative to average drawdown | 5.99 | 12.44 | -6.45 |
Dividends
Dividend History
Buffalo Large Cap Fund provided a 6.26% dividend yield over the last twelve months, with an annual payout of $3.97 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.97 | $3.97 | $1.97 | $0.01 | $0.95 | $11.45 | $0.06 | $0.50 | $1.62 | $1.55 | $0.00 | $1.62 |
Dividend yield | 6.26% | 6.75% | 3.65% | 0.03% | 3.07% | 25.69% | 0.14% | 1.42% | 6.00% | 5.33% | 0.00% | 6.83% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.97 | $3.97 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.97 | $1.97 |
| 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 | $0.95 | $0.95 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $11.45 | $11.45 |
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 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 54.12%, occurring on Mar 9, 2009. Recovery took 485 trading sessions.
The current Buffalo Large Cap Fund drawdown is 2.40%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -54.12%Mar 2009 | 1y 7mo | 1y 11mo | 3y 6moJul 2007 - Feb 2011 |
Dot-com crash2000–2002 | -48.80%Oct 2002 | 1y 8mo | 4y 3mo | 5y 11moFeb 2001 - Jan 2007 |
Bear market2022 | -32.54%Oct 2022 | 10mo 26d | 1y 3mo | 2y 1moNov 2021 - Jan 2024 |
COVID crash2020 | -31.10%Mar 2020 | 1mo 2d | 3mo 15d | 4mo 17dFeb 2020 - Jul 2020 |
2011 bear market2011 | -23.11%Oct 2011 | 2mo 27d | 1y 2mo | 1y 5moJul 2011 - Dec 2012 |
Drawdown Indicators
| BUFEX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.12% | -56.78% | +2.66% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -9.10% | -4.66% |
Max Drawdown (3Y)Largest decline over 3 years | -21.46% | -18.90% | -2.56% |
Max Drawdown (5Y)Largest decline over 5 years | -32.54% | -25.43% | -7.11% |
Max Drawdown (10Y)Largest decline over 10 years | -32.54% | -33.92% | +1.38% |
Current DrawdownCurrent decline from peak | -2.40% | -1.80% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -10.71% | +1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 2.03% | +1.91% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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