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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFDX or BRK-B.
Key characteristics
| BUFDX | BRK-B | |
|---|---|---|
| YTD Return | 10.18% | 16.90% |
| 1Y Return | 24.71% | 26.44% |
| 3Y Return (Ann) | 9.58% | 13.20% |
| 5Y Return (Ann) | 13.98% | 15.46% |
| 10Y Return (Ann) | 12.11% | 12.73% |
| Sharpe Ratio | 2.65 | 2.27 |
| Daily Std Dev | 9.56% | 12.07% |
| Max Drawdown | -33.11% | -53.86% |
| Current Drawdown | 0.00% | -0.85% |
Correlation
The correlation between BUFDX and BRK-B is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BUFDX vs. BRK-B - Performance Comparison
In the year-to-date period, BUFDX achieves a 10.18% return, which is significantly lower than BRK-B's 16.90% return. Over the past 10 years, BUFDX has underperformed BRK-B with an annualized return of 12.11%, while BRK-B has yielded a comparatively higher 12.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BUFDX vs. BRK-B - Risk-Adjusted Performance 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.
Dividends
BUFDX vs. BRK-B - Dividend Comparison
BUFDX's dividend yield for the trailing twelve months is around 1.75%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFDX Buffalo Dividend Focus Fund | 1.75% | 1.95% | 2.61% | 1.72% | 0.46% | 1.09% | 5.20% | 2.08% | 1.96% | 3.23% | 5.73% | 4.42% |
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. For additional features, visit the drawdowns tool.
Volatility
BUFDX vs. BRK-B - Volatility Comparison
Buffalo Dividend Focus Fund (BUFDX) has a higher volatility of 3.02% compared to Berkshire Hathaway Inc. (BRK-B) at 2.86%. 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.