BUFEX vs. PROVX
Compare and contrast key facts about Buffalo Large Cap Fund (BUFEX) and Provident Trust Strategy Fund (PROVX).
BUFEX is managed by Buffalo. It was launched on May 19, 1995. PROVX is managed by Provident. It was launched on Dec 30, 1986.
Performance
BUFEX vs. PROVX - Performance Comparison
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BUFEX vs. PROVX - 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% |
PROVX Provident Trust Strategy Fund | -7.57% | 13.10% | 19.73% | 17.59% | -22.62% | 31.96% | 19.47% | 25.71% | -1.31% | 29.40% |
Returns By Period
In the year-to-date period, BUFEX achieves a -10.76% return, which is significantly lower than PROVX's -7.57% return. Over the past 10 years, BUFEX has outperformed PROVX with an annualized return of 13.92%, while PROVX has yielded a comparatively lower 11.45% 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%
PROVX
- 1D
- 0.46%
- 1M
- -6.63%
- YTD
- -7.57%
- 6M
- -1.66%
- 1Y
- 8.59%
- 3Y*
- 14.04%
- 5Y*
- 6.85%
- 10Y*
- 11.45%
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BUFEX vs. PROVX - Expense Ratio Comparison
Both BUFEX and PROVX have an expense ratio of 0.93%.
Return for Risk
BUFEX vs. PROVX — Risk / Return Rank
BUFEX
PROVX
BUFEX vs. PROVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Large Cap Fund (BUFEX) and Provident Trust Strategy Fund (PROVX). 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 | PROVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.69 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.14 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.14 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.63 | +0.13 |
Martin ratioReturn relative to average drawdown | 2.69 | 2.43 | +0.26 |
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 | PROVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.69 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.44 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.71 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.48 | +0.04 |
Correlation
The correlation between BUFEX and PROVX is 0.83, 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
BUFEX vs. PROVX - Dividend Comparison
BUFEX's dividend yield for the trailing twelve months is around 7.56%, less than PROVX's 18.17% 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% |
PROVX Provident Trust Strategy Fund | 18.17% | 16.80% | 6.94% | 4.61% | 19.17% | 0.35% | 9.04% | 4.40% | 5.80% | 1.54% | 1.92% | 7.73% |
Drawdowns
BUFEX vs. PROVX - Drawdown Comparison
The maximum BUFEX drawdown since its inception was -54.12%, smaller than the maximum PROVX drawdown of -57.65%. Use the drawdown chart below to compare losses from any high point for BUFEX and PROVX.
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Drawdown Indicators
| BUFEX | PROVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.12% | -57.65% | +3.53% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -12.54% | -1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -32.54% | -27.48% | -5.06% |
Max Drawdown (10Y)Largest decline over 10 years | -32.54% | -27.48% | -5.06% |
Current DrawdownCurrent decline from peak | -13.76% | -12.13% | -1.63% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -13.23% | +3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 3.23% | +0.64% |
Volatility
BUFEX vs. PROVX - Volatility Comparison
Buffalo Large Cap Fund (BUFEX) has a higher volatility of 5.05% compared to Provident Trust Strategy Fund (PROVX) at 3.30%. This indicates that BUFEX's price experiences larger fluctuations and is considered to be riskier than PROVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFEX | PROVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 3.30% | +1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 8.49% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.09% | 14.45% | +5.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 15.56% | +4.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.42% | 16.11% | +3.31% |