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BUFDX vs. BUFGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BUFDX vs. BUFGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo Dividend Focus Fund (BUFDX) and Buffalo Growth Fund (BUFGX). The values are adjusted to include any dividend payments, if applicable.

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BUFDX vs. BUFGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BUFDX
Buffalo Dividend Focus Fund
-3.24%8.39%20.13%20.07%-8.77%20.95%16.62%27.67%-5.06%17.64%
BUFGX
Buffalo Growth Fund
-15.63%13.95%25.13%42.67%-31.19%21.52%28.29%31.89%0.69%22.76%

Returns By Period

In the year-to-date period, BUFDX achieves a -3.24% return, which is significantly higher than BUFGX's -15.63% return. Both investments have delivered pretty close results over the past 10 years, with BUFDX having a 11.77% annualized return and BUFGX not far behind at 11.43%.


BUFDX

1D
-0.18%
1M
-7.33%
YTD
-3.24%
6M
-2.28%
1Y
6.99%
3Y*
13.43%
5Y*
9.64%
10Y*
11.77%

BUFGX

1D
0.25%
1M
-8.36%
YTD
-15.63%
6M
-13.92%
1Y
5.56%
3Y*
14.20%
5Y*
7.32%
10Y*
11.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BUFDX vs. BUFGX - Expense Ratio Comparison

BUFDX has a 0.93% expense ratio, which is higher than BUFGX's 0.92% expense ratio.


Return for Risk

BUFDX vs. BUFGX — Risk / Return Rank

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

BUFDX
BUFDX Risk / Return Rank: 1919
Overall Rank
BUFDX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
BUFDX Sortino Ratio Rank: 1717
Sortino Ratio Rank
BUFDX Omega Ratio Rank: 2020
Omega Ratio Rank
BUFDX Calmar Ratio Rank: 1717
Calmar Ratio Rank
BUFDX Martin Ratio Rank: 2222
Martin Ratio Rank

BUFGX
BUFGX Risk / Return Rank: 1010
Overall Rank
BUFGX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
BUFGX Sortino Ratio Rank: 1212
Sortino Ratio Rank
BUFGX Omega Ratio Rank: 1212
Omega Ratio Rank
BUFGX Calmar Ratio Rank: 99
Calmar Ratio Rank
BUFGX Martin Ratio Rank: 99
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.

BUFDX vs. BUFGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Dividend Focus Fund (BUFDX) and Buffalo Growth Fund (BUFGX). 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.


BUFDXBUFGXDifference

Sharpe ratio

Return per unit of total volatility

0.48

0.26

+0.21

Sortino ratio

Return per unit of downside risk

0.77

0.54

+0.23

Omega ratio

Gain probability vs. loss probability

1.12

1.07

+0.04

Calmar ratio

Return relative to maximum drawdown

0.50

0.16

+0.34

Martin ratio

Return relative to average drawdown

2.33

0.57

+1.76

BUFDX vs. BUFGX - Sharpe Ratio Comparison

The current BUFDX Sharpe Ratio is 0.48, which is higher than the BUFGX Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of BUFDX and BUFGX, 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


BUFDXBUFGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.48

0.26

+0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.34

+0.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.56

+0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.82

0.51

+0.32

Correlation

The correlation between BUFDX and BUFGX is 0.86, 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.


Dividends

BUFDX vs. BUFGX - Dividend Comparison

BUFDX's dividend yield for the trailing twelve months is around 1.64%, less than BUFGX's 7.25% yield.


TTM20252024202320222021202020192018201720162015
BUFDX
Buffalo Dividend Focus Fund
1.64%1.23%1.26%1.95%2.61%1.72%0.46%1.09%5.20%1.76%0.96%3.23%
BUFGX
Buffalo Growth Fund
7.25%6.12%8.55%5.55%4.77%9.90%4.97%13.60%34.64%20.49%0.00%18.46%

Drawdowns

BUFDX vs. BUFGX - Drawdown Comparison

The maximum BUFDX drawdown since its inception was -33.11%, smaller than the maximum BUFGX drawdown of -50.17%. Use the drawdown chart below to compare losses from any high point for BUFDX and BUFGX.


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Drawdown Indicators


BUFDXBUFGXDifference

Max Drawdown

Largest peak-to-trough decline

-33.11%

-50.17%

+17.06%

Max Drawdown (1Y)

Largest decline over 1 year

-11.95%

-17.63%

+5.68%

Max Drawdown (5Y)

Largest decline over 5 years

-17.71%

-35.68%

+17.97%

Max Drawdown (10Y)

Largest decline over 10 years

-33.11%

-35.68%

+2.57%

Current Drawdown

Current decline from peak

-7.66%

-17.42%

+9.76%

Average Drawdown

Average peak-to-trough decline

-3.17%

-9.00%

+5.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.57%

4.90%

-2.33%

Volatility

BUFDX vs. BUFGX - Volatility Comparison

The current volatility for Buffalo Dividend Focus Fund (BUFDX) is 3.95%, while Buffalo Growth Fund (BUFGX) has a volatility of 5.36%. This indicates that BUFDX experiences smaller price fluctuations and is considered to be less risky than BUFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUFDXBUFGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.95%

5.36%

-1.41%

Volatility (6M)

Calculated over the trailing 6-month period

8.00%

11.38%

-3.38%

Volatility (1Y)

Calculated over the trailing 1-year period

16.13%

21.59%

-5.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.20%

21.32%

-7.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.88%

20.63%

-4.75%