Buffalo Discovery Fund (BUFTX)
The fund principally invests in equity securities, consisting of common stock, preferred stock, convertible securities, warrants and rights of companies whose securities may increase in value due to the development, advancement or commercial application of innovative strategies. In addition to the fund's investments in domestic securities, it may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.
Fund Info
| ISIN | US1195301031 |
|---|---|
| CUSIP | 119530103 |
| Issuer | Buffalo |
| Inception Date | Apr 16, 2001 |
| Category | Mid Cap Growth Equities |
| Min. Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
BUFTX has a high expense ratio of 1.00%, indicating higher-than-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.
Popular comparisons: BUFTX vs. FMIMX, BUFTX vs. SCHG, BUFTX vs. VTI, BUFTX vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Buffalo Discovery 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 Discovery Fund had a return of -1.42% year-to-date (YTD) and 16.39% in the last 12 months. Over the past 10 years, Buffalo Discovery Fund had an annualized return of 9.74%, while the S&P 500 had an annualized return of 10.33%, indicating that Buffalo Discovery Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -1.42% | 5.21% |
| 1 month | -6.41% | -4.30% |
| 6 months | 20.23% | 18.42% |
| 1 year | 16.39% | 21.82% |
| 5 years (annualized) | 7.27% | 11.27% |
| 10 years (annualized) | 9.74% | 10.33% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.29% | 5.49% | 2.08% | -7.57% | ||||||||
| 2023 | -6.13% | 12.50% | 8.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BUFTX is 47, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Buffalo Discovery Fund(BUFTX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Buffalo Discovery Fund (BUFTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Buffalo Discovery 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 | $1.37 | $4.37 | $2.39 | $4.26 | $1.48 | $1.12 | $0.52 | $1.48 | $2.06 | $1.51 |
Dividend yield | 0.00% | 0.00% | 7.08% | 15.11% | 7.98% | 17.57% | 7.01% | 4.64% | 2.57% | 7.56% | 10.28% | 7.58% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $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 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.39 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.26 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.48 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.48 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.06 |
| 2013 | $1.51 |
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 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 55.82%, occurring on Oct 9, 2002. Recovery took 319 trading sessions.
The current Buffalo Discovery Fund drawdown is 15.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.82% | Jan 7, 2002 | 191 | Oct 9, 2002 | 319 | Jan 16, 2004 | 510 |
| -54.93% | Oct 15, 2007 | 279 | Nov 20, 2008 | 490 | Nov 2, 2010 | 769 |
| -36.36% | Nov 2, 2021 | 240 | Oct 14, 2022 | — | — | — |
| -33.67% | Feb 20, 2020 | 23 | Mar 23, 2020 | 90 | Jul 30, 2020 | 113 |
| -23.04% | Jul 8, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
Volatility
Volatility Chart
The current Buffalo Discovery Fund volatility is 4.45%, 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.