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BUFHX vs. BCAAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BUFHX vs. BCAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo High Yield Fund (BUFHX) and BrandywineGLOBAL - Corporate Credit Fund (BCAAX). The values are adjusted to include any dividend payments, if applicable.

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BUFHX vs. BCAAX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
BUFHX
Buffalo High Yield Fund
-0.57%5.11%10.35%11.68%-5.53%1.24%
BCAAX
BrandywineGLOBAL - Corporate Credit Fund
-1.85%5.27%8.92%11.47%-9.47%1.04%

Returns By Period

In the year-to-date period, BUFHX achieves a -0.57% return, which is significantly higher than BCAAX's -1.85% return.


BUFHX

1D
0.29%
1M
-1.47%
YTD
-0.57%
6M
-0.06%
1Y
4.05%
3Y*
7.96%
5Y*
4.76%
10Y*
5.35%

BCAAX

1D
0.20%
1M
-1.54%
YTD
-1.85%
6M
-1.22%
1Y
2.79%
3Y*
7.04%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BUFHX vs. BCAAX - Expense Ratio Comparison

BUFHX has a 1.02% expense ratio, which is higher than BCAAX's 0.86% expense ratio.


Return for Risk

BUFHX vs. BCAAX — Risk / Return Rank

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

BUFHX
BUFHX Risk / Return Rank: 6262
Overall Rank
BUFHX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
BUFHX Sortino Ratio Rank: 6464
Sortino Ratio Rank
BUFHX Omega Ratio Rank: 7272
Omega Ratio Rank
BUFHX Calmar Ratio Rank: 5050
Calmar Ratio Rank
BUFHX Martin Ratio Rank: 5252
Martin Ratio Rank

BCAAX
BCAAX Risk / Return Rank: 4646
Overall Rank
BCAAX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
BCAAX Sortino Ratio Rank: 4747
Sortino Ratio Rank
BCAAX Omega Ratio Rank: 5454
Omega Ratio Rank
BCAAX Calmar Ratio Rank: 4040
Calmar Ratio Rank
BCAAX Martin Ratio Rank: 3939
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.

BUFHX vs. BCAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo High Yield Fund (BUFHX) and BrandywineGLOBAL - Corporate Credit Fund (BCAAX). 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.


BUFHXBCAAXDifference

Sharpe ratio

Return per unit of total volatility

1.22

0.95

+0.27

Sortino ratio

Return per unit of downside risk

1.59

1.35

+0.25

Omega ratio

Gain probability vs. loss probability

1.27

1.21

+0.06

Calmar ratio

Return relative to maximum drawdown

1.22

1.03

+0.19

Martin ratio

Return relative to average drawdown

5.08

4.10

+0.99

BUFHX vs. BCAAX - Sharpe Ratio Comparison

The current BUFHX Sharpe Ratio is 1.22, which is comparable to the BCAAX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of BUFHX and BCAAX, 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


BUFHXBCAAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.22

0.95

+0.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.33

Sharpe Ratio (All Time)

Calculated using the full available price history

1.51

0.75

+0.76

Correlation

The correlation between BUFHX and BCAAX is 0.73, 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

BUFHX vs. BCAAX - Dividend Comparison

BUFHX's dividend yield for the trailing twelve months is around 7.12%, more than BCAAX's 5.78% yield.


TTM20252024202320222021202020192018201720162015
BUFHX
Buffalo High Yield Fund
7.12%6.84%8.03%6.41%8.05%7.24%4.11%4.21%5.17%4.57%3.85%5.51%
BCAAX
BrandywineGLOBAL - Corporate Credit Fund
5.78%6.27%6.87%4.68%4.99%3.91%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BUFHX vs. BCAAX - Drawdown Comparison

The maximum BUFHX drawdown since its inception was -26.01%, which is greater than BCAAX's maximum drawdown of -13.21%. Use the drawdown chart below to compare losses from any high point for BUFHX and BCAAX.


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Drawdown Indicators


BUFHXBCAAXDifference

Max Drawdown

Largest peak-to-trough decline

-26.01%

-13.21%

-12.80%

Max Drawdown (1Y)

Largest decline over 1 year

-3.00%

-2.84%

-0.16%

Max Drawdown (5Y)

Largest decline over 5 years

-9.98%

Max Drawdown (10Y)

Largest decline over 10 years

-18.74%

Current Drawdown

Current decline from peak

-1.84%

-1.86%

+0.02%

Average Drawdown

Average peak-to-trough decline

-2.04%

-3.10%

+1.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.72%

0.71%

+0.01%

Volatility

BUFHX vs. BCAAX - Volatility Comparison

Buffalo High Yield Fund (BUFHX) has a higher volatility of 1.27% compared to BrandywineGLOBAL - Corporate Credit Fund (BCAAX) at 1.10%. This indicates that BUFHX's price experiences larger fluctuations and is considered to be riskier than BCAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUFHXBCAAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.27%

1.10%

+0.17%

Volatility (6M)

Calculated over the trailing 6-month period

1.89%

1.92%

-0.03%

Volatility (1Y)

Calculated over the trailing 1-year period

3.19%

3.32%

-0.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.13%

4.05%

-0.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.04%

4.05%

-0.01%