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BUFHX vs. BUFOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BUFHX vs. BUFOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo High Yield Fund (BUFHX) and Buffalo Early Stage Growth Fund (BUFOX). The values are adjusted to include any dividend payments, if applicable.

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BUFHX vs. BUFOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BUFHX
Buffalo High Yield Fund
-0.57%5.11%10.35%11.68%-5.53%5.52%9.26%12.33%-2.26%5.98%
BUFOX
Buffalo Early Stage Growth Fund
-7.88%3.09%7.52%9.83%-30.78%7.43%47.85%34.06%-3.78%27.03%

Returns By Period

In the year-to-date period, BUFHX achieves a -0.57% return, which is significantly higher than BUFOX's -7.88% return. Over the past 10 years, BUFHX has underperformed BUFOX with an annualized return of 5.35%, while BUFOX has yielded a comparatively higher 8.73% annualized 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%

BUFOX

1D
-1.32%
1M
-12.04%
YTD
-7.88%
6M
-8.82%
1Y
5.40%
3Y*
1.52%
5Y*
-4.97%
10Y*
8.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BUFHX vs. BUFOX - Expense Ratio Comparison

BUFHX has a 1.02% expense ratio, which is lower than BUFOX's 1.46% expense ratio.


Return for Risk

BUFHX vs. BUFOX — 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

BUFOX
BUFOX Risk / Return Rank: 1010
Overall Rank
BUFOX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
BUFOX Sortino Ratio Rank: 1010
Sortino Ratio Rank
BUFOX Omega Ratio Rank: 99
Omega Ratio Rank
BUFOX Calmar Ratio Rank: 1010
Calmar Ratio Rank
BUFOX Martin Ratio Rank: 1010
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. BUFOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo High Yield Fund (BUFHX) and Buffalo Early Stage Growth Fund (BUFOX). 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.


BUFHXBUFOXDifference

Sharpe ratio

Return per unit of total volatility

1.22

0.21

+1.01

Sortino ratio

Return per unit of downside risk

1.59

0.47

+1.12

Omega ratio

Gain probability vs. loss probability

1.27

1.06

+0.21

Calmar ratio

Return relative to maximum drawdown

1.22

0.20

+1.02

Martin ratio

Return relative to average drawdown

5.08

0.64

+4.45

BUFHX vs. BUFOX - Sharpe Ratio Comparison

The current BUFHX Sharpe Ratio is 1.22, which is higher than the BUFOX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of BUFHX and BUFOX, 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


BUFHXBUFOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.22

0.21

+1.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.53

-0.22

+1.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.33

0.39

+0.94

Sharpe Ratio (All Time)

Calculated using the full available price history

1.51

0.32

+1.19

Correlation

The correlation between BUFHX and BUFOX is 0.60, 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

BUFHX vs. BUFOX - Dividend Comparison

BUFHX's dividend yield for the trailing twelve months is around 7.12%, more than BUFOX's 5.54% 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%
BUFOX
Buffalo Early Stage Growth Fund
5.54%5.10%0.00%0.00%1.20%15.83%11.19%4.77%14.50%20.01%8.35%8.53%

Drawdowns

BUFHX vs. BUFOX - Drawdown Comparison

The maximum BUFHX drawdown since its inception was -26.01%, smaller than the maximum BUFOX drawdown of -69.71%. Use the drawdown chart below to compare losses from any high point for BUFHX and BUFOX.


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Drawdown Indicators


BUFHXBUFOXDifference

Max Drawdown

Largest peak-to-trough decline

-26.01%

-69.71%

+43.70%

Max Drawdown (1Y)

Largest decline over 1 year

-3.00%

-15.52%

+12.52%

Max Drawdown (5Y)

Largest decline over 5 years

-9.98%

-43.17%

+33.19%

Max Drawdown (10Y)

Largest decline over 10 years

-18.74%

-43.17%

+24.43%

Current Drawdown

Current decline from peak

-1.84%

-29.15%

+27.31%

Average Drawdown

Average peak-to-trough decline

-2.04%

-16.02%

+13.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.72%

4.90%

-4.18%

Volatility

BUFHX vs. BUFOX - Volatility Comparison

The current volatility for Buffalo High Yield Fund (BUFHX) is 1.27%, while Buffalo Early Stage Growth Fund (BUFOX) has a volatility of 8.02%. This indicates that BUFHX experiences smaller price fluctuations and is considered to be less risky than BUFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUFHXBUFOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.27%

8.02%

-6.75%

Volatility (6M)

Calculated over the trailing 6-month period

1.89%

16.76%

-14.87%

Volatility (1Y)

Calculated over the trailing 1-year period

3.19%

24.46%

-21.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.13%

22.75%

-19.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.04%

22.32%

-18.28%