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Buffalo High Yield Fund (BUFHX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS1195391040
CUSIP119539104
IssuerBuffalo
Inception DateMay 19, 1995
CategoryHigh Yield Bonds
Min. Investment$2,500
Asset ClassBond

Expense Ratio

The Buffalo High Yield Fund has a high expense ratio of 1.02%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%1.02%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with BUFHX

Buffalo High Yield Fund

Popular comparisons: BUFHX vs. SPLG, BUFHX vs. SWPPX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Buffalo High Yield Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


500.00%600.00%700.00%800.00%900.00%OctoberNovemberDecember2024FebruaryMarch
499.67%
864.14%
BUFHX (Buffalo High Yield Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Buffalo High Yield Fund had a return of 2.72% year-to-date (YTD) and 13.07% in the last 12 months. Over the past 10 years, Buffalo High Yield Fund had an annualized return of 4.76%, while the S&P 500 had an annualized return of 10.89%, indicating that Buffalo High Yield Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date2.72%10.16%
1 month1.32%3.47%
6 months7.74%22.20%
1 year13.07%30.45%
5 years (annualized)5.93%13.16%
10 years (annualized)4.76%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.80%0.58%
20230.57%0.05%-0.39%2.89%2.24%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Buffalo High Yield Fund (BUFHX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BUFHX
Buffalo High Yield Fund
5.44
^GSPC
S&P 500
2.79

Sharpe Ratio

The current Buffalo High Yield Fund Sharpe ratio is 5.44. A Sharpe ratio of 3.0 or higher is considered excellent.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00OctoberNovemberDecember2024FebruaryMarch
5.44
2.79
BUFHX (Buffalo High Yield Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Buffalo High Yield Fund granted a 6.98% dividend yield in the last twelve months. The annual payout for that period amounted to $0.74 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.74$0.68$0.81$0.84$0.48$0.47$0.54$0.51$0.74$0.61$0.53$0.69

Dividend yield

6.98%6.41%8.05%7.24%4.11%4.21%5.17%4.57%6.70%5.51%4.60%5.88%

Monthly Dividends

The table displays the monthly dividend distributions for Buffalo High Yield Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.05$0.07
2023$0.01$0.06$0.05$0.03$0.06$0.10$0.05$0.07$0.06$0.06$0.06$0.07
2022$0.03$0.04$0.04$0.03$0.09$0.05$0.05$0.05$0.05$0.05$0.05$0.29
2021$0.03$0.04$0.04$0.03$0.03$0.06$0.04$0.04$0.04$0.04$0.04$0.40
2020$0.04$0.04$0.02$0.02$0.06$0.03$0.03$0.04$0.04$0.05$0.04$0.07
2019$0.05$0.05$0.03$0.04$0.04$0.04$0.04$0.04$0.03$0.04$0.04$0.04
2018$0.04$0.04$0.03$0.05$0.04$0.04$0.04$0.04$0.04$0.04$0.05$0.09
2017$0.04$0.04$0.02$0.05$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.10
2016$0.03$0.03$0.04$0.02$0.04$0.05$0.04$0.04$0.04$0.04$0.04$0.32
2015$0.04$0.04$0.01$0.06$0.04$0.04$0.04$0.03$0.04$0.04$0.03$0.20
2014$0.03$0.03$0.03$0.02$0.03$0.03$0.04$0.03$0.03$0.04$0.04$0.18
2013$0.04$0.05$0.04$0.02$0.04$0.06$0.04$0.04$0.03$0.04$0.03$0.25

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
BUFHX (Buffalo High Yield Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Buffalo High Yield 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 High Yield Fund was 25.14%, occurring on Dec 5, 2008. Recovery took 156 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.14%Dec 27, 2007238Dec 5, 2008156Jul 22, 2009394
-18.74%Feb 21, 202022Mar 23, 2020108Aug 25, 2020130
-13.76%May 20, 1998109Oct 19, 1998595Feb 13, 2001704
-9.98%Jan 5, 2022131Jul 14, 2022270Aug 10, 2023401
-7.03%Jul 26, 201150Oct 4, 201173Jan 19, 2012123

Volatility

Volatility Chart

The current Buffalo High Yield Fund volatility is 0.83%, 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.


0.00%1.00%2.00%3.00%4.00%5.00%OctoberNovemberDecember2024FebruaryMarch
0.83%
2.80%
BUFHX (Buffalo High Yield Fund)
Benchmark (^GSPC)