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BUFEX vs. VTIAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BUFEX and VTIAX is 0.76, 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.


-0.50.00.51.00.8

Performance

BUFEX vs. VTIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo Large Cap Fund (BUFEX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.13%
0.58%
BUFEX
VTIAX

Key characteristics

Sharpe Ratio

BUFEX:

1.78

VTIAX:

0.61

Sortino Ratio

BUFEX:

2.33

VTIAX:

0.90

Omega Ratio

BUFEX:

1.33

VTIAX:

1.11

Calmar Ratio

BUFEX:

1.10

VTIAX:

0.76

Martin Ratio

BUFEX:

9.06

VTIAX:

2.37

Ulcer Index

BUFEX:

3.17%

VTIAX:

3.08%

Daily Std Dev

BUFEX:

16.15%

VTIAX:

12.04%

Max Drawdown

BUFEX:

-57.77%

VTIAX:

-35.82%

Current Drawdown

BUFEX:

-3.10%

VTIAX:

-7.58%

Returns By Period

In the year-to-date period, BUFEX achieves a 28.42% return, which is significantly higher than VTIAX's 5.80% return. Over the past 10 years, BUFEX has outperformed VTIAX with an annualized return of 9.03%, while VTIAX has yielded a comparatively lower 5.00% annualized return.


BUFEX

YTD

28.42%

1M

0.29%

6M

5.69%

1Y

28.69%

5Y*

9.70%

10Y*

9.03%

VTIAX

YTD

5.80%

1M

-0.85%

6M

0.12%

1Y

7.32%

5Y*

4.42%

10Y*

5.00%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BUFEX vs. VTIAX - Expense Ratio Comparison

BUFEX has a 0.93% expense ratio, which is higher than VTIAX's 0.11% expense ratio.


BUFEX
Buffalo Large Cap Fund
Expense ratio chart for BUFEX: current value at 0.93% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.93%
Expense ratio chart for VTIAX: current value at 0.11% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.11%

Risk-Adjusted Performance

BUFEX vs. VTIAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Large Cap Fund (BUFEX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX). 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.


Sharpe ratio
The chart of Sharpe ratio for BUFEX, currently valued at 1.78, compared to the broader market-1.000.001.002.003.004.001.780.61
The chart of Sortino ratio for BUFEX, currently valued at 2.33, compared to the broader market-2.000.002.004.006.008.0010.002.330.90
The chart of Omega ratio for BUFEX, currently valued at 1.33, compared to the broader market0.501.001.502.002.503.003.501.331.11
The chart of Calmar ratio for BUFEX, currently valued at 1.10, compared to the broader market0.002.004.006.008.0010.0012.0014.001.100.76
The chart of Martin ratio for BUFEX, currently valued at 9.06, compared to the broader market0.0020.0040.0060.009.062.37
BUFEX
VTIAX

The current BUFEX Sharpe Ratio is 1.78, which is higher than the VTIAX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of BUFEX and VTIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.78
0.61
BUFEX
VTIAX

Dividends

BUFEX vs. VTIAX - Dividend Comparison

BUFEX has not paid dividends to shareholders, while VTIAX's dividend yield for the trailing twelve months is around 3.31%.


TTM20232022202120202019201820172016201520142013
BUFEX
Buffalo Large Cap Fund
0.00%0.03%0.00%0.00%0.14%0.19%0.41%0.14%0.53%0.16%0.20%0.36%
VTIAX
Vanguard Total International Stock Index Fund Admiral Shares
3.31%3.21%3.05%3.05%2.10%3.04%3.17%2.74%2.93%2.84%3.40%2.71%

Drawdowns

BUFEX vs. VTIAX - Drawdown Comparison

The maximum BUFEX drawdown since its inception was -57.77%, which is greater than VTIAX's maximum drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for BUFEX and VTIAX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.10%
-7.58%
BUFEX
VTIAX

Volatility

BUFEX vs. VTIAX - Volatility Comparison

Buffalo Large Cap Fund (BUFEX) has a higher volatility of 6.06% compared to Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) at 3.06%. This indicates that BUFEX's price experiences larger fluctuations and is considered to be riskier than VTIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
6.06%
3.06%
BUFEX
VTIAX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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