BUFDX vs. BRK-B
Compare and contrast key facts about Buffalo Dividend Focus Fund (BUFDX) and Berkshire Hathaway Inc. (BRK-B).
BUFDX is managed by Buffalo. It was launched on Dec 3, 2012.
Performance
BUFDX vs. BRK-B - Performance Comparison
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BUFDX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFDX Buffalo Dividend Focus Fund | -0.95% | 8.39% | 20.13% | 20.07% | -8.77% | 20.95% | 16.62% | 27.67% | -5.06% | 17.64% |
BRK-B Berkshire Hathaway Inc. | -4.80% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Returns By Period
In the year-to-date period, BUFDX achieves a -0.95% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, BUFDX has underperformed BRK-B with an annualized return of 12.03%, while BRK-B has yielded a comparatively higher 12.78% annualized return.
BUFDX
- 1D
- 2.37%
- 1M
- -5.47%
- YTD
- -0.95%
- 6M
- 0.07%
- 1Y
- 9.36%
- 3Y*
- 14.31%
- 5Y*
- 9.90%
- 10Y*
- 12.03%
BRK-B
- 1D
- -0.15%
- 1M
- -0.35%
- YTD
- -4.80%
- 6M
- -3.95%
- 1Y
- -10.22%
- 3Y*
- 15.72%
- 5Y*
- 13.13%
- 10Y*
- 12.78%
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Return for Risk
BUFDX vs. BRK-B — Risk / Return Rank
BUFDX
BRK-B
BUFDX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Dividend Focus Fund (BUFDX) and Berkshire Hathaway Inc. (BRK-B). 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.
| BUFDX | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | -0.56 | +1.15 |
Sortino ratioReturn per unit of downside risk | 0.93 | -0.65 | +1.58 |
Omega ratioGain probability vs. loss probability | 1.14 | 0.91 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | -0.68 | +1.53 |
Martin ratioReturn relative to average drawdown | 3.92 | -1.16 | +5.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BUFDX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | -0.56 | +1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.77 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.66 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.48 | +0.36 |
Correlation
The correlation between BUFDX and BRK-B is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BUFDX vs. BRK-B - Dividend Comparison
BUFDX's dividend yield for the trailing twelve months is around 1.60%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFDX Buffalo Dividend Focus Fund | 1.60% | 1.23% | 1.26% | 1.95% | 2.61% | 1.72% | 0.46% | 1.09% | 5.20% | 1.76% | 0.96% | 3.23% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BUFDX vs. BRK-B - Drawdown Comparison
The maximum BUFDX drawdown since its inception was -33.11%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BUFDX and BRK-B.
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Drawdown Indicators
| BUFDX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.11% | -53.86% | +20.75% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -14.95% | +3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -17.71% | -26.58% | +8.87% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | -29.57% | -3.54% |
Current DrawdownCurrent decline from peak | -5.47% | -11.36% | +5.89% |
Average DrawdownAverage peak-to-trough decline | -3.17% | -11.07% | +7.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 8.72% | -6.12% |
Volatility
BUFDX vs. BRK-B - Volatility Comparison
Buffalo Dividend Focus Fund (BUFDX) has a higher volatility of 4.75% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that BUFDX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFDX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 4.33% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 11.14% | -2.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 18.30% | -2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.24% | 17.20% | -2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.90% | 19.45% | -3.55% |