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BUFBX vs. ACTIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BUFBX vs. ACTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo Flexible Income Fund (BUFBX) and Advisors Capital Tactical Fixed Income Fund (ACTIX). The values are adjusted to include any dividend payments, if applicable.

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BUFBX vs. ACTIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
BUFBX
Buffalo Flexible Income Fund
7.11%10.37%10.26%7.42%3.97%20.23%
ACTIX
Advisors Capital Tactical Fixed Income Fund
-1.36%6.08%3.07%5.97%-9.94%0.75%

Returns By Period

In the year-to-date period, BUFBX achieves a 7.11% return, which is significantly higher than ACTIX's -1.36% return.


BUFBX

1D
0.14%
1M
-0.91%
YTD
7.11%
6M
8.72%
1Y
12.62%
3Y*
12.23%
5Y*
11.64%
10Y*
9.63%

ACTIX

1D
0.43%
1M
-2.39%
YTD
-1.36%
6M
-0.92%
1Y
3.08%
3Y*
3.94%
5Y*
0.71%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BUFBX vs. ACTIX - Expense Ratio Comparison

BUFBX has a 1.01% expense ratio, which is lower than ACTIX's 2.09% expense ratio.


Return for Risk

BUFBX vs. ACTIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUFBX
BUFBX Risk / Return Rank: 5050
Overall Rank
BUFBX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
BUFBX Sortino Ratio Rank: 4949
Sortino Ratio Rank
BUFBX Omega Ratio Rank: 5555
Omega Ratio Rank
BUFBX Calmar Ratio Rank: 4343
Calmar Ratio Rank
BUFBX Martin Ratio Rank: 5454
Martin Ratio Rank

ACTIX
ACTIX Risk / Return Rank: 3232
Overall Rank
ACTIX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
ACTIX Sortino Ratio Rank: 2525
Sortino Ratio Rank
ACTIX Omega Ratio Rank: 2525
Omega Ratio Rank
ACTIX Calmar Ratio Rank: 4343
Calmar Ratio Rank
ACTIX Martin Ratio Rank: 3838
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.

BUFBX vs. ACTIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Flexible Income Fund (BUFBX) and Advisors Capital Tactical Fixed Income Fund (ACTIX). 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.


BUFBXACTIXDifference

Sharpe ratio

Return per unit of total volatility

0.98

0.69

+0.29

Sortino ratio

Return per unit of downside risk

1.38

0.97

+0.41

Omega ratio

Gain probability vs. loss probability

1.22

1.14

+0.08

Calmar ratio

Return relative to maximum drawdown

1.09

1.11

-0.02

Martin ratio

Return relative to average drawdown

5.23

4.03

+1.21

BUFBX vs. ACTIX - Sharpe Ratio Comparison

The current BUFBX Sharpe Ratio is 0.98, which is higher than the ACTIX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of BUFBX and ACTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BUFBXACTIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.98

0.69

+0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.87

0.00

+0.87

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.00

+0.58

Correlation

The correlation between BUFBX and ACTIX is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

BUFBX vs. ACTIX - Dividend Comparison

BUFBX's dividend yield for the trailing twelve months is around 8.51%, more than ACTIX's 3.13% yield.


TTM20252024202320222021202020192018201720162015
BUFBX
Buffalo Flexible Income Fund
8.51%9.10%3.77%3.48%4.16%5.57%3.33%2.73%6.01%5.49%2.39%3.67%
ACTIX
Advisors Capital Tactical Fixed Income Fund
3.13%3.09%3.18%2.44%1.10%0.45%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BUFBX vs. ACTIX - Drawdown Comparison

The maximum BUFBX drawdown since its inception was -39.78%, smaller than the maximum ACTIX drawdown of -96.41%. Use the drawdown chart below to compare losses from any high point for BUFBX and ACTIX.


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Drawdown Indicators


BUFBXACTIXDifference

Max Drawdown

Largest peak-to-trough decline

-39.78%

-96.41%

+56.63%

Max Drawdown (1Y)

Largest decline over 1 year

-11.57%

-3.07%

-8.50%

Max Drawdown (5Y)

Largest decline over 5 years

-14.67%

-96.41%

+81.74%

Max Drawdown (10Y)

Largest decline over 10 years

-35.51%

Current Drawdown

Current decline from peak

-1.31%

-96.20%

+94.89%

Average Drawdown

Average peak-to-trough decline

-4.74%

-27.55%

+22.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.41%

0.85%

+1.56%

Volatility

BUFBX vs. ACTIX - Volatility Comparison

Buffalo Flexible Income Fund (BUFBX) has a higher volatility of 2.12% compared to Advisors Capital Tactical Fixed Income Fund (ACTIX) at 1.82%. This indicates that BUFBX's price experiences larger fluctuations and is considered to be riskier than ACTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUFBXACTIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.12%

1.82%

+0.30%

Volatility (6M)

Calculated over the trailing 6-month period

6.68%

2.51%

+4.17%

Volatility (1Y)

Calculated over the trailing 1-year period

13.90%

4.68%

+9.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.40%

1,202.55%

-1,189.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.58%

1,201.12%

-1,185.54%