- ISIN
- US1195302021
- CUSIP
- 119530202
- Issuer
- Buffalo
- Inception Date
- Dec 17, 2001
- Category
- Mid Cap Growth Equities
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
BUFMX Performance Chart
Buffalo Mid Cap Fund (BUFMX) is down 6.1% since the beginning of the year. BUFMX is currently trading at $14 per share. Investors who bought $1,000 worth of BUFMX shares 5 years ago would now be looking at an investment worth $915.
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Returns By Period
Buffalo Mid Cap Fund (BUFMX) has returned -6.12% so far this year and -11.44% over the past 12 months. Over the last ten years, BUFMX has returned 7.41% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Buffalo Mid Cap Fund
- 1D
- 2.86%
- 1M
- -4.21%
- 6M
- -4.41%
- YTD
- -6.12%
- 1Y
- -11.44%
- 3Y*
- 1.22%
- 5Y*
- -1.76%
- 10Y*
- 7.41%
- ALL TIME*
- 7.54%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
BUFMX Monthly Returns History
Based on dividend-adjusted daily data since Dec 14, 2001, BUFMX's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, an investment would double in approximately 7.8 years.
Historically, 58% of months were positive and 42% were negative. The best month was Oct 2011 with a return of +15.3%, while the worst month was Oct 2008 at -21.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.
On a daily basis, BUFMX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +9.4%, while the worst single day was Mar 16, 2020 at -10.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.79% | -0.49% | -7.10% | 5.07% | 1.44% | 4.40% | -7.07% | -6.12% | |||||
| 2025 | 5.33% | -4.13% | -5.34% | -0.58% | 5.74% | 4.33% | 0.82% | -0.99% | -1.05% | -1.24% | -2.28% | -1.62% | -1.68% |
| 2024 | -0.98% | 4.78% | 2.19% | -9.28% | 1.02% | 1.08% | 6.45% | 1.53% | 0.81% | -0.52% | 6.99% | -6.29% | 6.73% |
| 2023 | 9.09% | -1.76% | 1.52% | -1.29% | 1.79% | 7.84% | 2.26% | -2.15% | -5.76% | -5.98% | 12.38% | 8.07% | 26.92% |
| 2022 | -9.58% | -2.75% | 2.19% | -9.82% | -3.75% | -9.75% | 10.59% | -3.58% | -9.32% | 5.89% | 6.26% | -5.82% | -27.89% |
| 2021 | -2.54% | 5.79% | 1.46% | 4.36% | -1.00% | 2.21% | 2.06% | -0.83% | -2.69% | 5.67% | -5.09% | 4.83% | 14.39% |
Benchmark Metrics
Buffalo Mid Cap Fund has an annualized alpha of -0.08%, beta of 1.00, and R2 of 0.84 versus S&P 500 Index. Calculated based on daily prices since December 14, 2001.
- This fund participated in 108.63% of S&P 500 Index downside but only 107.07% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 1.00 and R2 of 0.84, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.08%
- Beta
- 1.00
- R²
- 0.84
- Upside Capture
- 107.07%
- Downside Capture
- 108.63%
Expense Ratio
BUFMX has a high expense ratio of 1.02%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BUFMX ranks 0 for risk / return — above 0% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Buffalo Mid Cap Fund (BUFMX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BUFMX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.22 | ||
| Sortino ratioReturn per unit of downside risk | -3.02 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.25 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.76 | 2.00 | -2.76 |
| Martin ratioReturn relative to average drawdown | -1.52 | 8.49 | -10.01 |
Dividends
Dividend History
Buffalo Mid Cap Fund provided a 10.98% dividend yield over the last twelve months, with an annual payout of $1.50 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.50 | $1.50 | $1.13 | $0.85 | $0.74 | $2.26 | $1.33 | $1.26 | $0.54 | $3.43 | $1.27 | $2.00 |
Dividend yield | 10.98% | 10.31% | 6.93% | 5.21% | 5.46% | 11.45% | 6.91% | 8.20% | 4.47% | 25.22% | 8.49% | 13.06% |
Monthly Dividends
The table displays the monthly dividend distributions for Buffalo Mid Cap 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 | $1.50 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 | $1.13 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.85 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.74 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.26 | $2.26 |
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.
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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 13.92%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-58.44%Nov 2008 | 1y 20d | 2y 13d | 3y 1moNov 2007 - Dec 2010 | Financial crisis2007–2009 |
-36.78%Oct 2002 | 9mo 5d | 11mo 4d | 1y 8moJan 2002 - Sep 2003 | Dot-com crash2000–2002 |
-35.58%Oct 2022 | 11mo 8d | 2y 1mo | 3y 13dNov 2021 - Nov 2024 | Bear market2022 |
-32.89%Mar 2020 | 1mo 2d | 3mo 29d | 5mo 1dFeb 2020 - Jul 2020 | COVID crash2020 |
-24.68%Oct 2011 | 2mo 27d | 1y 3mo | 1y 5moJul 2011 - Jan 2013 | — |
Drawdown Indicators
| BUFMX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.44% | -56.78% | -1.66% |
Max Drawdown (1Y)Largest decline over 1 year | -17.71% | -9.10% | -8.61% |
Max Drawdown (3Y)Largest decline over 3 years | -20.29% | -18.90% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -35.58% | -25.43% | -10.15% |
Max Drawdown (10Y)Largest decline over 10 years | -35.58% | -33.92% | -1.66% |
Current DrawdownCurrent decline from peak | -13.92% | -1.58% | -12.34% |
Average DrawdownAverage peak-to-trough decline | -9.41% | -10.70% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.49% | 2.14% | +7.35% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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