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Buffalo Mid Cap Fund (BUFMX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US1195302021

CUSIP

119530202

Issuer

Buffalo

Inception Date

Dec 17, 2001

Min. Investment

$2,500

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

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


Expense ratio chart for BUFMX: 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.


Popular comparisons:
BUFMX vs. VOO
Popular comparisons:
BUFMX vs. VOO

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.


-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
1.36%
9.31%
BUFMX (Buffalo Mid Cap Fund)
Benchmark (^GSPC)

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

YTD

5.03%

1M

2.33%

6M

1.36%

1Y

3.32%

5Y*

0.96%

10Y*

-0.78%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.33%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%
20239.09%-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%
20202.34%-6.98%-11.13%13.44%7.79%0.31%6.14%3.42%-2.28%-0.00%12.96%-0.26%25.41%
201910.51%6.29%2.33%5.79%-4.62%5.73%2.65%-0.69%-0.32%1.02%3.58%-6.56%27.40%
20185.07%-2.03%-0.14%-0.07%3.36%0.14%1.04%4.92%-1.30%-11.62%3.06%-12.40%-11.24%
20172.20%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.


The Risk-Adjusted Performance Rank of BUFMX is 88
Overall Rank
The Sharpe Ratio Rank of BUFMX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFMX is 88
Sortino Ratio Rank
The Omega Ratio Rank of BUFMX is 77
Omega Ratio Rank
The Calmar Ratio Rank of BUFMX is 77
Calmar Ratio Rank
The Martin Ratio Rank of BUFMX is 88
Martin 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 Mid Cap Fund (BUFMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BUFMX, currently valued at 0.13, compared to the broader market-1.000.001.002.003.004.000.131.74
The chart of Sortino ratio for BUFMX, currently valued at 0.27, compared to the broader market0.002.004.006.008.0010.0012.000.272.35
The chart of Omega ratio for BUFMX, currently valued at 1.04, compared to the broader market1.002.003.004.001.041.32
The chart of Calmar ratio for BUFMX, currently valued at 0.06, compared to the broader market0.005.0010.0015.0020.000.062.61
The chart of Martin ratio for BUFMX, currently valued at 0.33, compared to the broader market0.0020.0040.0060.0080.000.3310.66
BUFMX
^GSPC

The current Buffalo Mid Cap Fund Sharpe ratio is 0.13. 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 Mid Cap 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 Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.13
1.74
BUFMX (Buffalo Mid Cap Fund)
Benchmark (^GSPC)

Dividends

Dividend History


Buffalo Mid Cap Fund doesn't pay dividends

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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-24.70%
0
BUFMX (Buffalo Mid Cap Fund)
Benchmark (^GSPC)

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, 2007266Nov 20, 2008512Dec 3, 2010778
-47.95%Nov 18, 20131596Mar 23, 2020274Apr 23, 20211870
-42.46%Nov 10, 2021234Oct 14, 2022
-36.1%Mar 20, 2002141Oct 9, 2002224Sep 2, 2003365
-24.68%Jul 8, 201161Oct 3, 2011399May 8, 2013460

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.


2.00%4.00%6.00%8.00%SeptemberOctoberNovemberDecember2025February
3.24%
3.07%
BUFMX (Buffalo Mid Cap Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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