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ISIN
US1195302021
CUSIP
119530202
Issuer
Buffalo
Inception Date
Dec 17, 2001
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 1.5% 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 $1,000.


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S&P 500 Index

Returns By Period

Buffalo Mid Cap Fund (BUFMX) has returned -1.51% so far this year and -5.03% over the past 12 months. Over the last ten years, BUFMX has returned 8.46% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Buffalo Mid Cap Fund

1D
1.85%
1M
4.14%
YTD
-1.51%
6M
-2.85%
1Y
-5.03%
3Y*
4.41%
5Y*
0.00%
10Y*
8.46%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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 +0.76%. At this rate, an investment would double in approximately 7.6 years.

Historically, 59% of months were positive and 41% 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.79%-0.49%-7.10%5.07%1.44%1.78%-1.51%
20255.33%-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%
20239.09%-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 107.89% 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
0.84
Upside Capture
107.07%
Downside Capture
107.89%

Expense Ratio

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


Return for Risk

Risk / Return Rank

BUFMX ranks 2 for risk / return — in the bottom 2% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


BUFMX Risk / Return Rank: 22
Overall Rank
BUFMX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
BUFMX Sortino Ratio Rank: 22
Sortino Ratio Rank
BUFMX Omega Ratio Rank: 22
Omega Ratio Rank
BUFMX Calmar Ratio Rank: 22
Calmar Ratio Rank
BUFMX Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by 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.


BUFMXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.35

Sortino ratioReturn per unit of downside risk

-3.09

Omega ratioGain probability vs. loss probability

0.96

1.37

-0.41

Calmar ratioReturn relative to maximum drawdown

-0.27

2.78

-3.06

Martin ratioReturn relative to average drawdown

-0.57

12.44

-13.01

Dividends

Dividend History

Buffalo Mid Cap Fund provided a 10.47% 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.


5.00%10.00%15.00%20.00%25.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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

10.47%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$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 9.70%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-58.44%Nov 2008
1y 20d2y 13d
3y 1moNov 2007 - Dec 2010
Dot-com crash2000–2002
-36.78%Oct 2002
9mo 5d11mo 4d
1y 8moJan 2002 - Sep 2003
Bear market2022
-35.58%Oct 2022
11mo 8d2y 1mo
3y 13dNov 2021 - Nov 2024
COVID crash2020
-32.89%Mar 2020
1mo 2d3mo 29d
5mo 1dFeb 2020 - Jul 2020
2011 bear market2011
-24.68%Oct 2011
2mo 27d1y 3mo
1y 5moJul 2011 - Jan 2013

Drawdown Indicators


BUFMXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-58.44%

-56.78%

-1.66%

Max Drawdown (1Y)

Largest decline over 1 year

-18.37%

-9.10%

-9.27%

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 Drawdown

Current decline from peak

-9.70%

-1.80%

-7.90%

Average Drawdown

Average peak-to-trough decline

-9.40%

-10.71%

+1.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.73%

2.03%

+6.70%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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