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 |
| Min. 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
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Compare to other instruments
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Popular comparisons: BUFOX vs. VOO
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 had a return of -0.19% year-to-date (YTD) and 3.92% in the last 12 months. Over the past 10 years, Buffalo Early Stage Growth Fund had an annualized return of 8.05%, while the S&P 500 had an annualized return of 10.55%, indicating that Buffalo Early Stage Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.19% | 6.30% |
| 1 month | -3.33% | -3.13% |
| 6 months | 17.30% | 19.37% |
| 1 year | 3.92% | 22.56% |
| 5 years (annualized) | 5.99% | 11.65% |
| 10 years (annualized) | 8.05% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.24% | 5.03% | 3.13% | |||||||||
| 2023 | -7.75% | -8.61% | 8.41% | 10.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Buffalo Early Stage Growth Fund(BUFOX)
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
Buffalo Early Stage Growth Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.17 | $3.25 | $2.48 | $0.80 | $1.90 | $3.13 | $1.23 | $1.23 | $1.25 | $0.05 |
Dividend yield | 0.00% | 0.00% | 1.20% | 15.83% | 11.19% | 4.77% | 14.50% | 20.01% | 8.35% | 8.53% | 7.28% | 0.24% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $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
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 30.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.71% | Feb 22, 2007 | 513 | Mar 9, 2009 | 764 | Mar 19, 2012 | 1277 |
| -43.17% | Nov 9, 2021 | 495 | Oct 27, 2023 | — | — | — |
| -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
Volatility Chart
The current Buffalo Early Stage Growth Fund volatility is 5.15%, 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.