Buffalo Growth Fund (BUFGX)
The fund invests in common stocks and other equity securities, including preferred stock, convertible securities, warrants and rights, with a goal of maintaining at least 75% of the fund’s portfolio in companies with market capitalizations greater than the median of the Russell 3000 Growth Index or $5 billion, whichever is lower.
Fund Info
| ISIN | US1198261059 |
|---|---|
| CUSIP | 119826105 |
| 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
BUFGX has a high expense ratio of 0.92%, 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: BUFGX vs. SPY, BUFGX vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Buffalo Growth 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 Growth Fund had a return of 8.72% year-to-date (YTD) and 31.79% in the last 12 months. Over the past 10 years, Buffalo Growth Fund had an annualized return of 12.32%, outperforming the S&P 500 benchmark which had an annualized return of 10.71%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.72% | 8.76% |
| 1 month | -0.52% | -0.32% |
| 6 months | 19.45% | 18.48% |
| 1 year | 31.79% | 25.36% |
| 5 years (annualized) | 13.07% | 12.60% |
| 10 years (annualized) | 12.32% | 10.71% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.68% | 5.00% | 1.91% | -5.37% | ||||||||
| 2023 | -2.94% | 11.32% | 4.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BUFGX is 73, 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.
BUFGX (Buffalo Growth Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Buffalo Growth Fund (BUFGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Buffalo Growth Fund granted a 5.11% dividend yield in the last twelve months. The annual payout for that period amounted to $1.67 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.67 | $1.67 | $1.07 | $3.36 | $1.53 | $3.43 | $7.54 | $5.97 | $1.65 | $5.31 | $4.67 | $2.25 |
Dividend yield | 5.11% | 5.55% | 4.77% | 9.90% | 4.97% | 13.60% | 34.64% | 20.49% | 5.78% | 18.46% | 14.04% | 6.46% |
Monthly Dividends
The table displays the monthly dividend distributions for Buffalo Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 | $1.67 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.07 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.36 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.53 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.43 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.54 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.97 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.65 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.31 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.67 |
| 2013 | $2.25 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Buffalo Growth 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 Growth Fund was 53.89%, occurring on Oct 9, 2002. Recovery took 1193 trading sessions.
The current Buffalo Growth Fund drawdown is 1.86%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.89% | Jul 18, 2000 | 557 | Oct 9, 2002 | 1193 | Jul 12, 2007 | 1750 |
| -50.06% | Oct 15, 2007 | 351 | Mar 9, 2009 | 439 | Dec 2, 2010 | 790 |
| -35.68% | Dec 28, 2021 | 216 | Nov 3, 2022 | 302 | Jan 19, 2024 | 518 |
| -32.58% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -24.59% | Oct 8, 1997 | 234 | Aug 31, 1998 | 181 | May 11, 1999 | 415 |
Volatility
Volatility Chart
The current Buffalo Growth Fund volatility is 5.70%, 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.