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
US1198041022
119804102
Apr 14, 1998
$2,500
Small-Cap
Growth
Expense Ratio
BUFSX has a high expense ratio of 1.01%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Buffalo Small Cap Fund (BUFSX) returned -5.91% year-to-date (YTD) and -2.57% over the past 12 months. Over the past 10 years, BUFSX returned -8.09% annually, underperforming the S&P 500 benchmark at 10.79%.
BUFSX
-5.91%
9.63%
-8.44%
-2.57%
0.39%
-8.09%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.37% | -7.66% | -6.49% | -1.94% | 6.46% | -5.91% | |||||||
| 2024 | -1.98% | 5.56% | 0.82% | -6.79% | 2.84% | -0.71% | 7.20% | -0.07% | 0.87% | -4.29% | 10.07% | -6.77% | 5.38% |
| 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BUFSX is 17, meaning it’s performing worse than 83% 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 Small Cap Fund (BUFSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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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.
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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 65.06%.
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 chart below shows the rolling one-month volatility.
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