BUFDX vs. SSSYX
Compare and contrast key facts about Buffalo Dividend Focus Fund (BUFDX) and State Street Equity 500 Index Fund Class K (SSSYX).
BUFDX is managed by Buffalo. It was launched on Dec 3, 2012. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
BUFDX vs. SSSYX - Performance Comparison
Loading graphics...
BUFDX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, BUFDX achieves a -3.24% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, BUFDX has underperformed SSSYX with an annualized return of 11.77%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
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%
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BUFDX vs. SSSYX - Expense Ratio Comparison
BUFDX has a 0.93% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
BUFDX vs. SSSYX — Risk / Return Rank
BUFDX
SSSYX
BUFDX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Dividend Focus Fund (BUFDX) and State Street Equity 500 Index Fund Class K (SSSYX). 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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 0.84 | -0.36 |
Sortino ratioReturn per unit of downside risk | 0.77 | 1.30 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.20 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.06 | -0.56 |
Martin ratioReturn relative to average drawdown | 2.33 | 5.13 | -2.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BUFDX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 0.84 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.68 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.11 | +0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.11 | +0.72 |
Correlation
The correlation between BUFDX and SSSYX is 0.94, 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. SSSYX - Dividend Comparison
BUFDX's dividend yield for the trailing twelve months is around 1.64%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
BUFDX vs. SSSYX - Drawdown Comparison
The maximum BUFDX drawdown since its inception was -33.11%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for BUFDX and SSSYX.
Loading graphics...
Drawdown Indicators
| BUFDX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.11% | -91.48% | +58.37% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -12.10% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -17.71% | -24.49% | +6.78% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | -91.48% | +58.37% |
Current DrawdownCurrent decline from peak | -7.66% | -8.88% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -3.17% | -4.20% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.49% | +0.08% |
Volatility
BUFDX vs. SSSYX - Volatility Comparison
The current volatility for Buffalo Dividend Focus Fund (BUFDX) is 3.95%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that BUFDX experiences smaller price fluctuations and is considered to be less risky than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BUFDX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 4.24% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.00% | 9.08% | -1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.13% | 18.10% | -1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.20% | 16.85% | -2.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.88% | 124.43% | -108.55% |