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
US1195303011
119530301
May 21, 2004
$2,500
Small-Cap
Growth
Expense Ratio
BUFOX has a high expense ratio of 1.46%, indicating above-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 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.
Returns By Period
Buffalo Early Stage Growth Fund (BUFOX) returned -9.71% year-to-date (YTD) and -3.67% over the past 12 months. Over the past 10 years, BUFOX returned -1.56% annually, underperforming the S&P 500 benchmark at 10.35%.
BUFOX
-9.71%
8.16%
-9.82%
-3.67%
0.55%
-1.56%
^GSPC (Benchmark)
-3.93%
11.36%
-1.09%
10.19%
14.74%
10.35%
Monthly Returns
The table below presents the monthly returns of BUFOX, 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 | 3.08% | -7.49% | -5.50% | -1.87% | 2.11% | -9.71% | |||||||
| 2024 | -3.24% | 5.03% | 3.13% | -6.25% | 4.49% | -1.14% | 7.41% | -0.48% | 1.02% | -3.14% | 7.94% | -6.17% | 7.52% |
| 2023 | 12.39% | -2.34% | -2.34% | -3.26% | 0.89% | 8.85% | 2.13% | -6.74% | -7.75% | -8.61% | 8.41% | 10.78% | 9.83% |
| 2022 | -11.90% | -0.06% | -1.72% | -9.52% | -2.30% | -8.86% | 9.37% | -2.11% | -9.93% | 8.92% | 0.67% | -7.14% | -31.55% |
| 2021 | 3.38% | 8.29% | -3.87% | 3.73% | -1.58% | 5.17% | -1.68% | 0.71% | -3.19% | 2.48% | -6.99% | -12.43% | -7.53% |
| 2020 | 0.36% | -7.32% | -19.72% | 18.80% | 10.03% | 7.59% | 4.84% | 3.31% | -0.53% | 1.11% | 12.58% | 2.88% | 32.50% |
| 2019 | 9.78% | 8.49% | -1.86% | 4.84% | -3.74% | 5.83% | -0.31% | -3.99% | -0.38% | 3.40% | 6.58% | -2.50% | 27.88% |
| 2018 | 2.43% | -1.94% | 2.17% | 1.06% | 5.00% | 3.29% | -0.91% | 7.58% | -1.12% | -11.66% | -0.43% | -19.64% | -16.20% |
| 2017 | 0.68% | 0.94% | 5.41% | 3.11% | 2.34% | 3.96% | 1.16% | -0.80% | 6.45% | 0.32% | 2.32% | -17.70% | 6.04% |
| 2016 | -11.42% | -0.31% | 9.54% | 2.09% | -2.26% | 1.15% | 5.71% | 3.44% | 2.94% | -7.10% | 6.75% | -5.88% | 2.58% |
| 2015 | -5.34% | 8.16% | 1.25% | -0.11% | -1.18% | 2.44% | -0.06% | -7.37% | -9.16% | 2.77% | 4.04% | -11.52% | -16.61% |
| 2014 | -1.65% | 2.85% | -4.41% | -11.65% | -0.53% | 9.84% | -7.46% | 4.00% | -6.30% | 5.83% | 1.74% | -4.86% | -13.77% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BUFOX is 13, meaning it’s performing worse than 87% 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 Early Stage Growth Fund (BUFOX) 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 Early Stage Growth 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 Early Stage Growth Fund was 69.71%, occurring on Mar 9, 2009. Recovery took 764 trading sessions.
The current Buffalo Early Stage Growth Fund drawdown is 42.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.71% | Feb 22, 2007 | 513 | Mar 9, 2009 | 764 | Mar 19, 2012 | 1277 |
| -51.63% | Nov 9, 2021 | 495 | Oct 27, 2023 | — | — | — |
| -47.9% | Mar 7, 2014 | 1519 | Mar 18, 2020 | 166 | Nov 11, 2020 | 1685 |
| -18.15% | May 10, 2006 | 65 | Aug 11, 2006 | 67 | Nov 15, 2006 | 132 |
| -13.22% | Jul 1, 2004 | 27 | Aug 9, 2004 | 66 | Nov 10, 2004 | 93 |
Volatility
Volatility Chart
The current Buffalo Early Stage Growth Fund volatility is 11.34%, 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.