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BUFHX vs. PDBZX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BUFHX and PDBZX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

BUFHX vs. PDBZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo High Yield Fund (BUFHX) and PGIM Total Return Bond Fund Class Z (PDBZX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BUFHX:

2.19

PDBZX:

0.89

Sortino Ratio

BUFHX:

2.79

PDBZX:

1.29

Omega Ratio

BUFHX:

1.56

PDBZX:

1.15

Calmar Ratio

BUFHX:

1.63

PDBZX:

0.42

Martin Ratio

BUFHX:

7.51

PDBZX:

2.52

Ulcer Index

BUFHX:

0.83%

PDBZX:

1.86%

Daily Std Dev

BUFHX:

2.87%

PDBZX:

5.34%

Max Drawdown

BUFHX:

-25.75%

PDBZX:

-20.32%

Current Drawdown

BUFHX:

-0.95%

PDBZX:

-5.99%

Returns By Period

In the year-to-date period, BUFHX achieves a 0.52% return, which is significantly lower than PDBZX's 1.11% return. Over the past 10 years, BUFHX has outperformed PDBZX with an annualized return of 4.02%, while PDBZX has yielded a comparatively lower 1.75% annualized return.


BUFHX

YTD

0.52%

1M

1.53%

6M

1.15%

1Y

6.23%

3Y*

7.05%

5Y*

6.64%

10Y*

4.02%

PDBZX

YTD

1.11%

1M

0.13%

6M

1.21%

1Y

4.70%

3Y*

2.55%

5Y*

0.11%

10Y*

1.75%

*Annualized

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Buffalo High Yield Fund

BUFHX vs. PDBZX - Expense Ratio Comparison

BUFHX has a 1.02% expense ratio, which is higher than PDBZX's 0.49% expense ratio.


Risk-Adjusted Performance

BUFHX vs. PDBZX — Risk-Adjusted Performance Rank

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

BUFHX
The Risk-Adjusted Performance Rank of BUFHX is 9393
Overall Rank
The Sharpe Ratio Rank of BUFHX is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFHX is 9292
Sortino Ratio Rank
The Omega Ratio Rank of BUFHX is 9494
Omega Ratio Rank
The Calmar Ratio Rank of BUFHX is 9191
Calmar Ratio Rank
The Martin Ratio Rank of BUFHX is 9191
Martin Ratio Rank

PDBZX
The Risk-Adjusted Performance Rank of PDBZX is 7373
Overall Rank
The Sharpe Ratio Rank of PDBZX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of PDBZX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of PDBZX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of PDBZX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of PDBZX is 7171
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BUFHX vs. PDBZX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo High Yield Fund (BUFHX) and PGIM Total Return Bond Fund Class Z (PDBZX). 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.


The current BUFHX Sharpe Ratio is 2.19, which is higher than the PDBZX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of BUFHX and PDBZX, 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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Dividends

BUFHX vs. PDBZX - Dividend Comparison

BUFHX's dividend yield for the trailing twelve months is around 6.22%, more than PDBZX's 4.75% yield.


TTM20242023202220212020201920182017201620152014
BUFHX
Buffalo High Yield Fund
6.22%7.47%6.40%6.19%4.27%4.09%4.22%4.85%4.08%4.37%3.99%3.59%
PDBZX
PGIM Total Return Bond Fund Class Z
4.75%4.79%4.61%5.12%2.96%2.95%3.62%4.02%2.91%2.87%3.20%3.59%

Drawdowns

BUFHX vs. PDBZX - Drawdown Comparison

The maximum BUFHX drawdown since its inception was -25.75%, which is greater than PDBZX's maximum drawdown of -20.32%. Use the drawdown chart below to compare losses from any high point for BUFHX and PDBZX. For additional features, visit the drawdowns tool.


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Volatility

BUFHX vs. PDBZX - Volatility Comparison

The current volatility for Buffalo High Yield Fund (BUFHX) is 0.99%, while PGIM Total Return Bond Fund Class Z (PDBZX) has a volatility of 1.52%. This indicates that BUFHX experiences smaller price fluctuations and is considered to be less risky than PDBZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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