BUFEX vs. MRFOX
Compare and contrast key facts about Buffalo Large Cap Fund (BUFEX) and Marshfield Concentrated Opportunity Fund (MRFOX).
BUFEX is managed by Buffalo. It was launched on May 19, 1995. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Performance
BUFEX vs. MRFOX - Performance Comparison
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BUFEX vs. MRFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFEX Buffalo Large Cap Fund | -10.76% | 16.27% | 28.86% | 40.39% | -28.64% | 25.55% | 28.08% | 31.76% | -1.60% | 24.86% |
MRFOX Marshfield Concentrated Opportunity Fund | -4.08% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 15.19% | 36.26% | 1.89% | 25.92% |
Returns By Period
In the year-to-date period, BUFEX achieves a -10.76% return, which is significantly lower than MRFOX's -4.08% return. Over the past 10 years, BUFEX has underperformed MRFOX with an annualized return of 13.92%, while MRFOX has yielded a comparatively higher 15.18% annualized return.
BUFEX
- 1D
- -0.55%
- 1M
- -8.35%
- YTD
- -10.76%
- 6M
- -10.00%
- 1Y
- 13.08%
- 3Y*
- 18.20%
- 5Y*
- 10.25%
- 10Y*
- 13.92%
MRFOX
- 1D
- 0.67%
- 1M
- -5.13%
- YTD
- -4.08%
- 6M
- -4.60%
- 1Y
- 2.70%
- 3Y*
- 12.36%
- 5Y*
- 10.91%
- 10Y*
- 15.18%
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BUFEX vs. MRFOX - Expense Ratio Comparison
BUFEX has a 0.93% expense ratio, which is lower than MRFOX's 1.05% expense ratio.
Return for Risk
BUFEX vs. MRFOX — Risk / Return Rank
BUFEX
MRFOX
BUFEX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Large Cap Fund (BUFEX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.
| BUFEX | MRFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.31 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.08 | 0.54 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.07 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.31 | +0.45 |
Martin ratioReturn relative to average drawdown | 2.69 | 0.80 | +1.89 |
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
| BUFEX | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.31 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.91 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 1.07 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 1.05 | -0.53 |
Correlation
The correlation between BUFEX and MRFOX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BUFEX vs. MRFOX - Dividend Comparison
BUFEX's dividend yield for the trailing twelve months is around 7.56%, more than MRFOX's 1.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFEX Buffalo Large Cap Fund | 7.56% | 6.75% | 3.65% | 0.03% | 3.07% | 25.69% | 0.14% | 1.42% | 6.00% | 5.33% | 0.00% | 6.83% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.69% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% | 0.00% |
Drawdowns
BUFEX vs. MRFOX - Drawdown Comparison
The maximum BUFEX drawdown since its inception was -54.12%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for BUFEX and MRFOX.
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Drawdown Indicators
| BUFEX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.12% | -29.10% | -25.02% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -7.09% | -6.67% |
Max Drawdown (5Y)Largest decline over 5 years | -32.54% | -12.98% | -19.56% |
Max Drawdown (10Y)Largest decline over 10 years | -32.54% | -29.10% | -3.44% |
Current DrawdownCurrent decline from peak | -13.76% | -6.40% | -7.36% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -2.37% | -6.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 2.75% | +1.12% |
Volatility
BUFEX vs. MRFOX - Volatility Comparison
Buffalo Large Cap Fund (BUFEX) has a higher volatility of 5.05% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 2.74%. This indicates that BUFEX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFEX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 2.74% | +2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 7.00% | +3.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.09% | 11.79% | +8.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 12.04% | +7.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.42% | 14.29% | +5.13% |