Buffalo Early Stage Growth Fund (BUFOX)
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights, of companies that, at the time of purchase by the fund, the advisor defines as early stage growth companies. In addition to the fund's investments in domestic securities, it may also invest up to 20% of its net assets in sponsored or unsponsored ADRs and equity securities of foreign companies that are traded on U.S. stock exchanges.
Fund Info
| ISIN | US1195303011 |
|---|---|
| CUSIP | 119530301 |
| Issuer | Buffalo |
| Inception Date | May 21, 2004 |
| Category | Small Cap Growth Equities |
| Minimum Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Growth |
Expense Ratio
The Buffalo Early Stage Growth Fund has a high expense ratio of 1.46%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Performance
The chart shows the growth of an initial investment of $10,000 in Buffalo Early Stage Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
Buffalo Early Stage Growth Fund had a return of 0.07% year-to-date (YTD) and 3.03% in the last 12 months. Over the past 10 years, Buffalo Early Stage Growth Fund had an annualized return of 6.43%, while the S&P 500 had an annualized return of 9.75%, indicating that Buffalo Early Stage Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -7.75% | -4.87% |
| 6 months | -6.64% | 4.35% |
| Year-To-Date | 0.07% | 11.68% |
| 1 year | 3.03% | 19.59% |
| 5 years (annualized) | 4.01% | 7.97% |
| 10 years (annualized) | 6.43% | 9.75% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -2.34% | -3.26% | 0.89% | 8.85% | 2.13% | -6.74% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Buffalo Early Stage Growth Fund (BUFOX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
BUFOX Buffalo Early Stage Growth Fund | 0.03 | ||||
^GSPC S&P 500 | 0.89 |
Dividend History
Buffalo Early Stage Growth Fund granted a 1.20% dividend yield in the last twelve months. The annual payout for that period amounted to $0.17 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.17 | $0.17 | $3.25 | $2.48 | $0.80 | $1.90 | $3.13 | $1.23 | $1.23 | $1.25 | $0.05 |
Dividend yield | 1.20% | 1.20% | 16.01% | 13.15% | 6.25% | 19.93% | 31.58% | 15.78% | 17.47% | 16.18% | 0.57% |
Monthly Dividends
The table displays the monthly dividend distributions for Buffalo Early Stage Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.25 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.48 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.90 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.13 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.23 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.23 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.25 |
| 2013 | $0.05 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Buffalo Early Stage Growth Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Buffalo Early Stage Growth Fund is 69.71%, recorded on Mar 9, 2009. It took 764 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.71% | Feb 22, 2007 | 513 | Mar 9, 2009 | 764 | Mar 19, 2012 | 1277 |
| -39.57% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -39.13% | Feb 21, 2020 | 19 | Mar 18, 2020 | 56 | Jun 8, 2020 | 75 |
| -35.55% | Mar 7, 2014 | 488 | Feb 11, 2016 | 307 | May 2, 2017 | 795 |
| -25.71% | Sep 12, 2018 | 72 | Dec 24, 2018 | 129 | Jul 1, 2019 | 201 |
Volatility Chart
The current Buffalo Early Stage Growth Fund volatility is 3.93%, 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.