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BUFDX vs. VFFSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BUFDX vs. VFFSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo Dividend Focus Fund (BUFDX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX). The values are adjusted to include any dividend payments, if applicable.

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BUFDX vs. VFFSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BUFDX
Buffalo Dividend Focus Fund
-0.95%8.39%20.13%20.07%-8.77%20.95%16.62%27.67%-5.06%16.83%
VFFSX
Vanguard 500 Index Fund Institutional Select Shares
-4.34%17.87%25.00%26.28%-18.14%29.24%18.35%31.88%-4.42%20.80%

Returns By Period

In the year-to-date period, BUFDX achieves a -0.95% return, which is significantly higher than VFFSX's -4.34% 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%

VFFSX

1D
2.92%
1M
-5.03%
YTD
-4.34%
6M
-2.14%
1Y
17.34%
3Y*
18.30%
5Y*
11.78%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BUFDX vs. VFFSX - Expense Ratio Comparison

BUFDX has a 0.93% expense ratio, which is higher than VFFSX's 0.01% expense ratio.


Return for Risk

BUFDX vs. VFFSX — Risk / Return Rank

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

BUFDX
BUFDX Risk / Return Rank: 2424
Overall Rank
BUFDX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
BUFDX Sortino Ratio Rank: 1919
Sortino Ratio Rank
BUFDX Omega Ratio Rank: 2222
Omega Ratio Rank
BUFDX Calmar Ratio Rank: 2525
Calmar Ratio Rank
BUFDX Martin Ratio Rank: 3333
Martin Ratio Rank

VFFSX
VFFSX Risk / Return Rank: 5959
Overall Rank
VFFSX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
VFFSX Sortino Ratio Rank: 5353
Sortino Ratio Rank
VFFSX Omega Ratio Rank: 5656
Omega Ratio Rank
VFFSX Calmar Ratio Rank: 6464
Calmar Ratio Rank
VFFSX Martin Ratio Rank: 7676
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. VFFSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Dividend Focus Fund (BUFDX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX). 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.


BUFDXVFFSXDifference

Sharpe ratio

Return per unit of total volatility

0.59

0.98

-0.39

Sortino ratio

Return per unit of downside risk

0.93

1.49

-0.56

Omega ratio

Gain probability vs. loss probability

1.14

1.23

-0.08

Calmar ratio

Return relative to maximum drawdown

0.85

1.52

-0.67

Martin ratio

Return relative to average drawdown

3.92

7.31

-3.39

BUFDX vs. VFFSX - Sharpe Ratio Comparison

The current BUFDX Sharpe Ratio is 0.59, which is lower than the VFFSX Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of BUFDX and VFFSX, 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


BUFDXVFFSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.59

0.98

-0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

0.70

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.84

0.77

+0.07

Correlation

The correlation between BUFDX and VFFSX 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. VFFSX - Dividend Comparison

BUFDX's dividend yield for the trailing twelve months is around 1.60%, more than VFFSX's 1.21% yield.


TTM20252024202320222021202020192018201720162015
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%
VFFSX
Vanguard 500 Index Fund Institutional Select Shares
1.21%1.14%1.24%1.46%1.70%1.61%1.56%2.15%2.09%1.81%0.00%0.00%

Drawdowns

BUFDX vs. VFFSX - Drawdown Comparison

The maximum BUFDX drawdown since its inception was -33.11%, roughly equal to the maximum VFFSX drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for BUFDX and VFFSX.


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Drawdown Indicators


BUFDXVFFSXDifference

Max Drawdown

Largest peak-to-trough decline

-33.11%

-33.82%

+0.71%

Max Drawdown (1Y)

Largest decline over 1 year

-11.95%

-12.12%

+0.17%

Max Drawdown (5Y)

Largest decline over 5 years

-17.71%

-24.51%

+6.80%

Max Drawdown (10Y)

Largest decline over 10 years

-33.11%

Current Drawdown

Current decline from peak

-5.47%

-6.24%

+0.77%

Average Drawdown

Average peak-to-trough decline

-3.17%

-4.57%

+1.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.60%

2.52%

+0.08%

Volatility

BUFDX vs. VFFSX - Volatility Comparison

The current volatility for Buffalo Dividend Focus Fund (BUFDX) is 4.75%, while Vanguard 500 Index Fund Institutional Select Shares (VFFSX) has a volatility of 5.35%. This indicates that BUFDX experiences smaller price fluctuations and is considered to be less risky than VFFSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUFDXVFFSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.75%

5.35%

-0.60%

Volatility (6M)

Calculated over the trailing 6-month period

8.34%

9.53%

-1.19%

Volatility (1Y)

Calculated over the trailing 1-year period

16.26%

18.32%

-2.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.24%

16.91%

-2.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.90%

18.52%

-2.62%