Buffalo Mid Cap Fund (BUFMX)
The fund invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible preferred stocks, warrants and rights of medium capitalization ("mid-cap") companies. The adviser defines mid-cap companies as those companies, at the time of purchase, with market capitalizations within the range of the Morningstar US Mid Growth Index.
Fund Info
US1195302021
119530202
Dec 17, 2001
$2,500
Mid-Cap
Growth
Expense Ratio
BUFMX has a high expense ratio of 1.02%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Buffalo Mid Cap 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 Mid Cap Fund had a return of 5.03% year-to-date (YTD) and 3.32% in the last 12 months. Over the past 10 years, Buffalo Mid Cap Fund had an annualized return of -0.78%, while the S&P 500 had an annualized return of 11.31%, indicating that Buffalo Mid Cap Fund did not perform as well as the benchmark.
BUFMX
5.03%
2.33%
1.36%
3.32%
0.96%
-0.78%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of BUFMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 5.33% | 5.03% | |||||||||||
2024 | -0.98% | 4.78% | 2.19% | -9.28% | 1.02% | 1.08% | 6.45% | 1.53% | 0.81% | -0.52% | 6.99% | -11.98% | 0.25% |
2023 | 9.09% | -1.76% | 1.52% | -1.29% | 1.79% | 7.84% | 2.26% | -2.15% | -5.76% | -5.98% | 12.38% | 2.39% | 20.25% |
2022 | -9.58% | -2.75% | 2.19% | -9.82% | -3.75% | -9.75% | 10.59% | -3.58% | -9.32% | 5.89% | 6.26% | -10.40% | -31.39% |
2021 | -2.54% | 5.79% | 1.46% | 4.36% | -1.00% | 2.21% | 2.06% | -0.83% | -2.69% | 5.67% | -5.09% | -6.36% | 2.18% |
2020 | 2.34% | -6.98% | -11.13% | 13.44% | 7.79% | 0.31% | 6.14% | 3.42% | -2.28% | -0.00% | 12.96% | -0.26% | 25.41% |
2019 | 10.51% | 6.29% | 2.33% | 5.79% | -4.62% | 5.73% | 2.65% | -0.69% | -0.32% | 1.02% | 3.58% | -6.56% | 27.40% |
2018 | 5.07% | -2.03% | -0.14% | -0.07% | 3.36% | 0.14% | 1.04% | 4.92% | -1.30% | -11.62% | 3.06% | -12.40% | -11.24% |
2017 | 2.20% | 1.89% | 0.45% | 2.23% | -1.06% | 1.07% | 1.25% | -1.05% | 2.12% | 1.04% | 2.84% | -20.13% | -9.21% |
2016 | -8.02% | 0.85% | 5.77% | -0.86% | 3.09% | -1.56% | 5.75% | 0.50% | -0.12% | -3.80% | 5.76% | -8.26% | -2.22% |
2015 | -1.89% | 8.12% | 0.92% | -0.05% | 0.96% | 0.16% | 1.32% | -5.96% | -3.95% | 3.07% | 1.80% | -15.44% | -12.15% |
2014 | -1.12% | 5.28% | -1.43% | -3.43% | 1.40% | 5.88% | -3.65% | 3.53% | -3.96% | 2.56% | 0.97% | -11.96% | -7.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BUFMX is 8, meaning it’s performing worse than 92% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Buffalo Mid Cap Fund (BUFMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Buffalo Mid 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 Mid Cap Fund was 58.44%, occurring on Nov 20, 2008. Recovery took 512 trading sessions.
The current Buffalo Mid Cap Fund drawdown is 24.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-58.44% | Nov 1, 2007 | 266 | Nov 20, 2008 | 512 | Dec 3, 2010 | 778 |
-47.95% | Nov 18, 2013 | 1596 | Mar 23, 2020 | 274 | Apr 23, 2021 | 1870 |
-42.46% | Nov 10, 2021 | 234 | Oct 14, 2022 | — | — | — |
-36.1% | Mar 20, 2002 | 141 | Oct 9, 2002 | 224 | Sep 2, 2003 | 365 |
-24.68% | Jul 8, 2011 | 61 | Oct 3, 2011 | 399 | May 8, 2013 | 460 |
Volatility
Volatility Chart
The current Buffalo Mid Cap Fund volatility is 3.24%, 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.