BUFDX vs. ORDNX
Compare and contrast key facts about Buffalo Dividend Focus Fund (BUFDX) and North Square Preferred and Income Securities Fund (ORDNX).
BUFDX is managed by Buffalo. It was launched on Dec 3, 2012. ORDNX is managed by North Square. It was launched on Jun 28, 2013.
Performance
BUFDX vs. ORDNX - Performance Comparison
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BUFDX vs. ORDNX - 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% |
ORDNX North Square Preferred and Income Securities Fund | -0.77% | 7.30% | 14.81% | 15.24% | -14.22% | 27.51% | 12.29% | 31.10% | -0.98% | 20.57% |
Returns By Period
In the year-to-date period, BUFDX achieves a -0.95% return, which is significantly lower than ORDNX's -0.77% return. Both investments have delivered pretty close results over the past 10 years, with BUFDX having a 12.03% annualized return and ORDNX not far behind at 11.45%.
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%
ORDNX
- 1D
- 0.43%
- 1M
- -1.55%
- YTD
- -0.77%
- 6M
- -0.18%
- 1Y
- 5.08%
- 3Y*
- 12.10%
- 5Y*
- 7.57%
- 10Y*
- 11.45%
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BUFDX vs. ORDNX - Expense Ratio Comparison
BUFDX has a 0.93% expense ratio, which is lower than ORDNX's 1.27% expense ratio.
Return for Risk
BUFDX vs. ORDNX — Risk / Return Rank
BUFDX
ORDNX
BUFDX vs. ORDNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Dividend Focus Fund (BUFDX) and North Square Preferred and Income Securities Fund (ORDNX). 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 | ORDNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 1.92 | -1.33 |
Sortino ratioReturn per unit of downside risk | 0.93 | 2.42 | -1.49 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.43 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.87 | -1.02 |
Martin ratioReturn relative to average drawdown | 3.92 | 7.04 | -3.12 |
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 | ORDNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 1.92 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 1.08 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.81 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.73 | +0.11 |
Correlation
The correlation between BUFDX and ORDNX is 0.75, 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. ORDNX - Dividend Comparison
BUFDX's dividend yield for the trailing twelve months is around 1.60%, less than ORDNX's 6.74% yield.
| 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% |
ORDNX North Square Preferred and Income Securities Fund | 6.74% | 6.99% | 5.50% | 5.72% | 15.30% | 8.48% | 2.77% | 1.85% | 3.13% | 1.22% | 2.65% | 2.98% |
Drawdowns
BUFDX vs. ORDNX - Drawdown Comparison
The maximum BUFDX drawdown since its inception was -33.11%, roughly equal to the maximum ORDNX drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for BUFDX and ORDNX.
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Drawdown Indicators
| BUFDX | ORDNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.11% | -34.40% | +1.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -2.66% | -9.29% |
Max Drawdown (5Y)Largest decline over 5 years | -17.71% | -18.77% | +1.06% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | -34.40% | +1.29% |
Current DrawdownCurrent decline from peak | -5.47% | -2.15% | -3.32% |
Average DrawdownAverage peak-to-trough decline | -3.17% | -3.86% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 0.71% | +1.89% |
Volatility
BUFDX vs. ORDNX - Volatility Comparison
Buffalo Dividend Focus Fund (BUFDX) has a higher volatility of 4.75% compared to North Square Preferred and Income Securities Fund (ORDNX) at 1.18%. This indicates that BUFDX's price experiences larger fluctuations and is considered to be riskier than ORDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFDX | ORDNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 1.18% | +3.57% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 1.74% | +6.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 2.66% | +13.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.24% | 7.08% | +7.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.90% | 14.24% | +1.66% |