Buffalo Small Cap Fund (BUFSX)
The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible preferred stocks, warrants and rights of small capitalization ("small-cap") companies. The adviser defines small-cap companies as those companies, at the time of purchase, with market capitalizations within the range of the Russell 2000 Growth Index.
Fund Info
| ISIN | US1198041022 |
|---|---|
| CUSIP | 119804102 |
| Issuer | Buffalo |
| Inception Date | Apr 14, 1998 |
| Category | Small Cap Growth Equities |
| Min. Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Growth |
Expense Ratio
BUFSX has a high expense ratio of 1.01%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BUFSX vs. PENNX, BUFSX vs. BRSVX, BUFSX vs. SCHA, BUFSX vs. FSSNX, BUFSX vs. SCHX, BUFSX vs. VOO, BUFSX vs. FDG, BUFSX vs. VXF
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Buffalo Small Cap 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 Small Cap Fund had a return of 10.91% year-to-date (YTD) and 29.31% in the last 12 months. Over the past 10 years, Buffalo Small Cap Fund had an annualized return of -7.59%, while the S&P 500 had an annualized return of 11.39%, indicating that Buffalo Small Cap Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.91% | 25.45% |
| 1 month | 3.78% | 2.91% |
| 6 months | 10.36% | 14.05% |
| 1 year | 29.31% | 35.64% |
| 5 years (annualized) | 2.13% | 14.13% |
| 10 years (annualized) | -7.59% | 11.39% |
Monthly Returns
The table below presents the monthly returns of BUFSX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.98% | 5.56% | 0.82% | -6.79% | 2.84% | -0.71% | 7.20% | -0.07% | 0.87% | -4.29% | 10.91% | ||
| 2023 | 10.01% | -1.90% | -1.87% | -4.30% | -0.96% | 8.04% | 2.27% | -4.04% | -8.07% | -9.77% | 8.88% | 9.71% | 5.45% |
| 2022 | -16.05% | 0.62% | -0.31% | -12.85% | -0.71% | -6.60% | 13.06% | 0.27% | -8.67% | 8.31% | -1.23% | -7.14% | -30.01% |
| 2021 | 5.86% | 6.03% | -5.30% | 5.83% | -3.16% | 5.82% | -3.29% | 0.56% | -3.30% | 5.09% | -8.98% | -11.44% | -8.16% |
| 2020 | 1.10% | -6.37% | -15.39% | 19.20% | 14.03% | 5.85% | 5.72% | 4.03% | -0.06% | 1.68% | 12.91% | 4.88% | 52.49% |
| 2019 | 13.52% | 8.99% | -1.53% | 5.90% | -7.47% | 8.63% | 1.17% | -2.74% | -2.22% | 3.79% | 6.64% | -6.50% | 29.11% |
| 2018 | 3.00% | -2.38% | 1.76% | 1.67% | 8.33% | 2.97% | -0.76% | 10.78% | -2.03% | -13.86% | 0.82% | -33.50% | -27.83% |
| 2017 | 4.59% | 3.18% | 2.40% | 3.43% | 0.41% | 1.57% | 0.80% | -0.06% | 4.25% | 3.10% | 1.21% | -23.65% | -2.46% |
| 2016 | -10.31% | -0.76% | 5.92% | -0.00% | 2.64% | -0.53% | 7.24% | 1.10% | 2.06% | -5.85% | 6.33% | -20.14% | -14.84% |
| 2015 | -3.67% | 6.93% | 0.83% | -2.04% | 0.44% | 1.67% | 2.28% | -8.75% | -5.84% | 4.54% | 4.28% | -43.90% | -44.16% |
| 2014 | -3.54% | 3.81% | -3.61% | -6.47% | -0.77% | 6.82% | -6.92% | 3.07% | -3.12% | 3.53% | 0.47% | -8.43% | -15.30% |
| 2013 | 5.11% | 0.34% | 4.11% | 0.87% | 6.15% | 1.45% | 6.85% | -1.28% | 6.94% | 3.19% | 2.28% | -6.70% | 32.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BUFSX is 17, indicating that it is in the bottom 17% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) 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 Small 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 Small Cap Fund was 77.02%, occurring on Mar 18, 2020. The portfolio has not yet recovered.
The current Buffalo Small Cap Fund drawdown is 60.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.02% | Nov 18, 2013 | 1593 | Mar 18, 2020 | — | — | — |
| -54.85% | Jul 13, 2007 | 344 | Nov 20, 2008 | 560 | Feb 11, 2011 | 904 |
| -42.46% | Apr 17, 2002 | 122 | Oct 9, 2002 | 264 | Oct 28, 2003 | 386 |
| -28.87% | May 13, 2011 | 99 | Oct 3, 2011 | 120 | Mar 26, 2012 | 219 |
| -24.68% | Aug 3, 2001 | 31 | Sep 21, 2001 | 48 | Nov 29, 2001 | 79 |
Volatility
Volatility Chart
The current Buffalo Small Cap Fund volatility is 6.62%, 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.