BUFHX vs. CWFIX
Compare and contrast key facts about Buffalo High Yield Fund (BUFHX) and Chartwell Short Duration High Yield Fund (CWFIX).
BUFHX is managed by Buffalo. It was launched on May 19, 1995. CWFIX is managed by Carillon Family of Funds. It was launched on Jul 15, 2014.
Performance
BUFHX vs. CWFIX - Performance Comparison
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BUFHX vs. CWFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CWFIX Chartwell Short Duration High Yield Fund | -0.40% | 6.99% | 5.78% | 7.80% | -3.17% | 2.40% | 4.38% | 7.33% | 0.36% | 3.06% |
Returns By Period
In the year-to-date period, BUFHX achieves a -0.57% return, which is significantly lower than CWFIX's -0.40% return. Over the past 10 years, BUFHX has outperformed CWFIX with an annualized return of 5.35%, while CWFIX has yielded a comparatively lower 4.00% 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%
CWFIX
- 1D
- 0.11%
- 1M
- -1.03%
- YTD
- -0.40%
- 6M
- 1.21%
- 1Y
- 5.08%
- 3Y*
- 6.16%
- 5Y*
- 3.68%
- 10Y*
- 4.00%
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BUFHX vs. CWFIX - Expense Ratio Comparison
BUFHX has a 1.02% expense ratio, which is higher than CWFIX's 0.49% expense ratio.
Return for Risk
BUFHX vs. CWFIX — Risk / Return Rank
BUFHX
CWFIX
BUFHX vs. CWFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo High Yield Fund (BUFHX) and Chartwell Short Duration High Yield Fund (CWFIX). 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.
| BUFHX | CWFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 2.99 | -1.77 |
Sortino ratioReturn per unit of downside risk | 1.59 | 4.25 | -2.66 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.80 | -0.53 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 3.72 | -2.50 |
Martin ratioReturn relative to average drawdown | 5.08 | 17.45 | -12.37 |
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
| BUFHX | CWFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 2.99 | -1.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.53 | 1.35 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.33 | 1.30 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.51 | 1.08 | +0.43 |
Correlation
The correlation between BUFHX and CWFIX is 0.62, 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. CWFIX - Dividend Comparison
BUFHX's dividend yield for the trailing twelve months is around 7.12%, more than CWFIX's 5.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CWFIX Chartwell Short Duration High Yield Fund | 5.22% | 5.17% | 5.09% | 4.41% | 3.17% | 2.79% | 3.38% | 3.60% | 3.24% | 2.82% | 3.79% | 3.32% |
Drawdowns
BUFHX vs. CWFIX - Drawdown Comparison
The maximum BUFHX drawdown since its inception was -26.01%, which is greater than CWFIX's maximum drawdown of -12.41%. Use the drawdown chart below to compare losses from any high point for BUFHX and CWFIX.
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Drawdown Indicators
| BUFHX | CWFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.01% | -12.41% | -13.60% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -1.37% | -1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -9.98% | -6.36% | -3.62% |
Max Drawdown (10Y)Largest decline over 10 years | -18.74% | -12.41% | -6.33% |
Current DrawdownCurrent decline from peak | -1.84% | -1.03% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -2.04% | -0.87% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 0.29% | +0.43% |
Volatility
BUFHX vs. CWFIX - Volatility Comparison
Buffalo High Yield Fund (BUFHX) has a higher volatility of 1.27% compared to Chartwell Short Duration High Yield Fund (CWFIX) at 0.70%. This indicates that BUFHX's price experiences larger fluctuations and is considered to be riskier than CWFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFHX | CWFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.27% | 0.70% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 1.89% | 1.03% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.19% | 1.71% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.13% | 2.75% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.04% | 3.09% | +0.95% |