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ISIN
US1195301031
CUSIP
119530103
Issuer
Buffalo
Inception Date
Apr 16, 2001
Min. Investment
$2,500
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

BUFTX Performance Chart

Buffalo Discovery Fund (BUFTX) is down 3.4% since the beginning of the year. BUFTX is currently trading at $18 per share. Investors who bought $1,000 worth of BUFTX shares 5 years ago would now be looking at an investment worth $938.


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S&P 500 Index

Returns By Period

Buffalo Discovery Fund (BUFTX) has returned -3.35% so far this year and -5.82% over the past 12 months. Over the last ten years, BUFTX has returned 7.73% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Buffalo Discovery Fund

1D
1.28%
1M
2.02%
YTD
-3.35%
6M
-5.07%
1Y
-5.82%
3Y*
3.13%
5Y*
-1.28%
10Y*
7.73%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BUFTX Monthly Returns History

Based on dividend-adjusted daily data since Apr 16, 2001, BUFTX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2002 with a return of +22.5%, while the worst month was Sep 2001 at -20.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 8 months.

On a daily basis, BUFTX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +9.6%, while the worst single day was Mar 16, 2020 at -11.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.01%-1.18%-8.76%6.44%2.07%-0.33%-3.35%
20256.45%-5.49%-6.54%-0.37%6.65%3.77%0.54%-1.12%-1.64%-0.09%-1.07%-2.04%-1.83%
2024-1.29%5.49%2.08%-7.57%0.72%1.43%2.37%2.15%1.11%-1.73%7.23%-5.84%5.31%
202310.16%-1.46%1.67%-2.91%0.48%7.12%2.02%-2.29%-5.90%-6.13%12.50%8.80%24.30%
2022-12.11%-2.56%2.26%-11.22%-2.89%-8.80%12.11%-4.53%-8.78%7.21%4.37%-5.32%-28.78%
20211.07%2.41%-0.77%4.06%-2.49%3.97%1.94%1.12%-3.58%5.97%-6.63%4.71%11.55%

Benchmark Metrics

Buffalo Discovery Fund has an annualized alpha of 0.73%, beta of 1.05, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since April 16, 2001.

  • This fund captured 121.06% of S&P 500 Index gains and 116.34% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 1.05 and R2 of 0.79, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
0.73%
Beta
1.05
0.79
Upside Capture
121.06%
Downside Capture
116.34%

Expense Ratio

BUFTX has a high expense ratio of 1.00%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

BUFTX ranks 1 for risk / return — in the bottom 1% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


BUFTX Risk / Return Rank: 11
Overall Rank
BUFTX Sharpe Ratio Rank: 11
Sharpe Ratio Rank
BUFTX Sortino Ratio Rank: 11
Sortino Ratio Rank
BUFTX Omega Ratio Rank: 11
Omega Ratio Rank
BUFTX Calmar Ratio Rank: 11
Calmar Ratio Rank
BUFTX Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Buffalo Discovery Fund (BUFTX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BUFTXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.40

Sortino ratioReturn per unit of downside risk

-3.17

Omega ratioGain probability vs. loss probability

0.95

1.37

-0.41

Calmar ratioReturn relative to maximum drawdown

-0.31

2.78

-3.10

Martin ratioReturn relative to average drawdown

-0.70

12.44

-13.14

Dividends

Dividend History

Buffalo Discovery Fund provided a 21.88% dividend yield over the last twelve months, with an annual payout of $3.97 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$3.97$3.97$2.31$0.00$1.37$4.37$2.39$3.59$1.48$1.12$0.00$1.48

Dividend yield

21.88%21.15%10.00%0.00%7.08%15.11%7.98%14.81%7.01%4.64%0.00%7.56%

Monthly Dividends

The table displays the monthly dividend distributions for Buffalo Discovery Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.97$3.97
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.31$2.31
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$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$1.37$1.37
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.37$4.37

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 Discovery 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 Discovery Fund was 60.45%, occurring on Oct 9, 2002. Recovery took 699 trading sessions.

The current Buffalo Discovery Fund drawdown is 14.29%.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-60.45%Oct 2002
1y 4mo2y 9mo
4y 1moMay 2001 - Jul 2005
Financial crisis2007–2009
-54.93%Nov 2008
1y 1mo1y 11mo
3y 19dOct 2007 - Nov 2010
Bear market2022
-36.36%Oct 2022
11mo 16d
4y 7moNov 2021 - now
COVID crash2020
-33.67%Mar 2020
1mo 2d4mo 9d
5mo 11dFeb 2020 - Jul 2020
2011 bear market2011
-23.04%Oct 2011
2mo 27d4mo 3d
7moJul 2011 - Feb 2012

Drawdown Indicators


BUFTXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-60.45%

-56.78%

-3.67%

Max Drawdown (1Y)

Largest decline over 1 year

-19.03%

-9.10%

-9.93%

Max Drawdown (3Y)

Largest decline over 3 years

-22.10%

-18.90%

-3.20%

Max Drawdown (5Y)

Largest decline over 5 years

-36.36%

-25.43%

-10.93%

Max Drawdown (10Y)

Largest decline over 10 years

-36.36%

-33.92%

-2.44%

Current Drawdown

Current decline from peak

-14.29%

-1.80%

-12.49%

Average Drawdown

Average peak-to-trough decline

-11.32%

-10.71%

-0.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.41%

2.03%

+6.38%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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