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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

BUFHX has a high expense ratio of 1.02%, indicating higher-than-average management fees.


Expense ratio chart for BUFHX: current value at 1.02% compared with the broader market ranging from 0.00% to 2.12%.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 for a quick comparison or use the comparison tool for more options.


Buffalo High Yield Fund

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

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%FebruaryMarchAprilMayJuneJuly
516.39%
919.44%
BUFHX (Buffalo High Yield Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Buffalo High Yield Fund had a return of 5.58% year-to-date (YTD) and 11.65% in the last 12 months. Over the past 10 years, Buffalo High Yield Fund had an annualized return of 4.91%, while the S&P 500 had an annualized return of 10.91%, indicating that Buffalo High Yield Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date5.58%16.48%
1 month1.40%1.67%
6 months5.04%14.21%
1 year11.65%21.98%
5 years (annualized)5.92%13.13%
10 years (annualized)4.91%10.91%

Monthly Returns

The table below presents the monthly returns of BUFHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.80%0.58%1.32%0.06%0.92%0.58%5.58%
20232.61%-0.53%0.28%0.82%-0.13%1.40%1.35%0.57%0.05%-0.39%2.89%2.24%11.68%
2022-1.08%-0.43%-0.20%-2.42%-1.14%-4.61%3.24%-0.24%-2.48%2.37%1.51%0.06%-5.53%
20210.42%1.10%0.20%1.31%0.17%1.03%0.10%0.30%0.33%-0.14%-0.68%1.26%5.52%
20200.17%-1.15%-11.66%3.64%4.50%1.56%3.36%2.62%-0.46%0.59%4.60%2.22%9.26%
20193.13%1.36%0.72%1.50%-0.37%1.28%0.54%0.20%0.50%0.34%1.16%1.38%12.33%
20180.45%-0.71%-0.29%-0.05%0.07%0.49%0.56%0.84%0.39%-1.51%-0.39%-2.11%-2.27%
20171.07%1.12%-0.06%0.97%0.26%0.45%0.67%-0.20%0.97%-0.03%0.24%0.37%5.98%
2016-1.33%-0.07%1.94%1.76%0.44%-0.09%2.09%0.79%0.36%-0.42%0.11%0.93%6.66%
20150.16%2.10%0.47%0.52%0.51%0.48%0.19%-1.18%-1.60%2.05%-0.61%-1.24%1.80%
20140.15%1.17%-0.18%0.00%0.53%0.94%-0.69%0.95%-1.40%0.86%0.39%-0.74%1.98%
20131.42%0.60%1.23%1.24%0.74%-1.29%2.08%-0.07%0.94%1.01%0.37%0.79%9.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of BUFHX is 98, placing it in the top 2% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of BUFHX is 9898
BUFHX (Buffalo High Yield Fund)
The Sharpe Ratio Rank of BUFHX is 9999Sharpe Ratio Rank
The Sortino Ratio Rank of BUFHX is 9898Sortino Ratio Rank
The Omega Ratio Rank of BUFHX is 9898Omega Ratio Rank
The Calmar Ratio Rank of BUFHX is 9898Calmar Ratio Rank
The Martin Ratio Rank of BUFHX is 9797Martin 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 High Yield Fund (BUFHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BUFHX
Sharpe ratio
The chart of Sharpe ratio for BUFHX, currently valued at 5.52, compared to the broader market-1.000.001.002.003.004.005.005.52
Sortino ratio
The chart of Sortino ratio for BUFHX, currently valued at 10.18, compared to the broader market0.005.0010.0010.18
Omega ratio
The chart of Omega ratio for BUFHX, currently valued at 2.66, compared to the broader market1.002.003.004.002.66
Calmar ratio
The chart of Calmar ratio for BUFHX, currently valued at 9.31, compared to the broader market0.005.0010.0015.0020.009.31
Martin ratio
The chart of Martin ratio for BUFHX, currently valued at 37.14, compared to the broader market0.0020.0040.0060.0080.00100.0037.14
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.99, compared to the broader market-1.000.001.002.003.004.005.001.99
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.81, compared to the broader market0.005.0010.002.81
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.35, compared to the broader market1.002.003.004.001.35
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.59, compared to the broader market0.005.0010.0015.0020.001.59
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.44, compared to the broader market0.0020.0040.0060.0080.00100.007.44

Sharpe Ratio

The current Buffalo High Yield Fund Sharpe ratio is 5.52. 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 High Yield 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 Ratio1.002.003.004.005.006.00FebruaryMarchAprilMayJuneJuly
5.52
1.99
BUFHX (Buffalo High Yield Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Buffalo High Yield Fund granted a 6.87% 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

6.87%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.05$0.07$0.06$0.04$0.11$0.06$0.03$0.42
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$0.68
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$0.81
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$0.84
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$0.48
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$0.47
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$0.54
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$0.51
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$0.74
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$0.61
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$0.53
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$0.69

Drawdowns

Drawdowns Chart

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


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%FebruaryMarchAprilMayJuneJuly0
-1.97%
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 7, 1998118Oct 19, 1998595Feb 13, 2001713
-9.98%Jan 14, 2022124Jul 14, 2022270Aug 10, 2023394
-7.03%Jul 26, 201150Oct 4, 201173Jan 19, 2012123

Volatility

Volatility Chart

The current Buffalo High Yield Fund volatility is 0.42%, 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%FebruaryMarchAprilMayJuneJuly
0.42%
2.94%
BUFHX (Buffalo High Yield Fund)
Benchmark (^GSPC)