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Buffalo Early Stage Growth Fund (BUFOX)

Mutual Fund · Currency in USD · Last updated Sep 30, 2023

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.

Summary

Fund Info

ISINUS1195303011
CUSIP119530301
IssuerBuffalo
Inception DateMay 21, 2004
CategorySmall Cap Growth Equities
Minimum Investment$2,500
Asset ClassEquity

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.


1.46%
0.00%2.15%

Share Price Chart


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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.


-5.00%0.00%5.00%10.00%MayJuneJulyAugustSeptember
-6.39%
3.97%
BUFOX (Buffalo Early Stage Growth Fund)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with BUFOX

Buffalo Early Stage Growth Fund

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.


PeriodReturnBenchmark
1 month-7.75%-4.87%
6 months-6.64%4.35%
Year-To-Date0.07%11.68%
1 year3.03%19.59%
5 years (annualized)4.01%7.97%
10 years (annualized)6.43%9.75%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BUFOX
Buffalo Early Stage Growth Fund
0.03
^GSPC
S&P 500
0.89

Sharpe Ratio

The current Buffalo Early Stage Growth Fund Sharpe ratio is 0.03. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.00MayJuneJulyAugustSeptember
0.03
0.89
BUFOX (Buffalo Early Stage Growth Fund)
Benchmark (^GSPC)

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.


PeriodTTM2022202120202019201820172016201520142013
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-40.00%-30.00%-20.00%-10.00%0.00%MayJuneJulyAugustSeptember
-36.78%
-10.60%
BUFOX (Buffalo Early Stage Growth Fund)
Benchmark (^GSPC)

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, 2007513Mar 9, 2009764Mar 19, 20121277
-39.57%Nov 9, 2021235Oct 14, 2022
-39.13%Feb 21, 202019Mar 18, 202056Jun 8, 202075
-35.55%Mar 7, 2014488Feb 11, 2016307May 2, 2017795
-25.71%Sep 12, 201872Dec 24, 2018129Jul 1, 2019201

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.


2.00%3.00%4.00%5.00%6.00%7.00%MayJuneJulyAugustSeptember
3.93%
3.17%
BUFOX (Buffalo Early Stage Growth Fund)
Benchmark (^GSPC)