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

Key characteristics


BUFHXVWEHX
YTD Return6.91%4.77%
1Y Return12.08%10.82%
3Y Return (Ann)4.37%2.22%
5Y Return (Ann)6.11%3.66%
10Y Return (Ann)4.99%4.25%
Sharpe Ratio5.602.59
Daily Std Dev2.18%4.39%
Max Drawdown-25.14%-30.17%
Current Drawdown-0.00%-0.18%

Correlation

-0.50.00.51.00.5

The correlation between BUFHX and VWEHX is 0.46, 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.

Performance

BUFHX vs. VWEHX - Performance Comparison

In the year-to-date period, BUFHX achieves a 6.91% return, which is significantly higher than VWEHX's 4.77% return. Over the past 10 years, BUFHX has outperformed VWEHX with an annualized return of 4.99%, while VWEHX has yielded a comparatively lower 4.25% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-1.00%0.00%1.00%2.00%3.00%4.00%5.00%AprilMayJuneJulyAugust
5.35%
4.70%
BUFHX
VWEHX

Compare stocks, funds, or ETFs

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


Buffalo High Yield Fund

Vanguard High-Yield Corporate Fund Investor Shares

BUFHX vs. VWEHX - Expense Ratio Comparison

BUFHX has a 1.02% expense ratio, which is higher than VWEHX's 0.23% expense ratio.


BUFHX
Buffalo High Yield Fund
Expense ratio chart for BUFHX: current value at 1.02% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.02%
Expense ratio chart for VWEHX: current value at 0.23% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.23%

Risk-Adjusted Performance

BUFHX vs. VWEHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo High Yield Fund (BUFHX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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
Sharpe ratio
The chart of Sharpe ratio for BUFHX, currently valued at 5.60, compared to the broader market-1.000.001.002.003.004.005.60
Sortino ratio
The chart of Sortino ratio for BUFHX, currently valued at 9.85, compared to the broader market-2.000.002.004.006.008.0010.0012.009.85
Omega ratio
The chart of Omega ratio for BUFHX, currently valued at 2.71, compared to the broader market1.001.502.002.503.003.502.71
Calmar ratio
The chart of Calmar ratio for BUFHX, currently valued at 9.65, compared to the broader market0.005.0010.0015.0020.009.65
Martin ratio
The chart of Martin ratio for BUFHX, currently valued at 38.39, compared to the broader market0.0020.0040.0060.0080.0038.39
VWEHX
Sharpe ratio
The chart of Sharpe ratio for VWEHX, currently valued at 2.59, compared to the broader market-1.000.001.002.003.004.002.59
Sortino ratio
The chart of Sortino ratio for VWEHX, currently valued at 4.36, compared to the broader market-2.000.002.004.006.008.0010.0012.004.36
Omega ratio
The chart of Omega ratio for VWEHX, currently valued at 1.61, compared to the broader market1.001.502.002.503.003.501.61
Calmar ratio
The chart of Calmar ratio for VWEHX, currently valued at 1.59, compared to the broader market0.005.0010.0015.0020.001.59
Martin ratio
The chart of Martin ratio for VWEHX, currently valued at 11.42, compared to the broader market0.0020.0040.0060.0080.0011.42

BUFHX vs. VWEHX - Sharpe Ratio Comparison

The current BUFHX Sharpe Ratio is 5.60, which is higher than the VWEHX Sharpe Ratio of 2.59. The chart below compares the 12-month rolling Sharpe Ratio of BUFHX and VWEHX.


Rolling 12-month Sharpe Ratio1.002.003.004.005.006.00AprilMayJuneJulyAugust
5.60
2.59
BUFHX
VWEHX

Dividends

BUFHX vs. VWEHX - Dividend Comparison

BUFHX's dividend yield for the trailing twelve months is around 6.78%, more than VWEHX's 5.42% yield.


TTM20232022202120202019201820172016201520142013
BUFHX
Buffalo High Yield Fund
6.78%6.41%8.05%7.24%4.11%4.21%5.17%4.57%6.70%5.51%4.60%5.88%
VWEHX
Vanguard High-Yield Corporate Fund Investor Shares
5.42%5.69%5.11%4.13%4.62%5.24%5.93%5.28%5.43%5.91%5.59%5.79%

Drawdowns

BUFHX vs. VWEHX - Drawdown Comparison

The maximum BUFHX drawdown since its inception was -25.14%, smaller than the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for BUFHX and VWEHX. For additional features, visit the drawdowns tool.


-2.00%-1.50%-1.00%-0.50%0.00%AprilMayJuneJulyAugust
-0.00%
-0.18%
BUFHX
VWEHX

Volatility

BUFHX vs. VWEHX - Volatility Comparison

The current volatility for Buffalo High Yield Fund (BUFHX) is 0.77%, while Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) has a volatility of 0.92%. This indicates that BUFHX experiences smaller price fluctuations and is considered to be less risky than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.40%0.60%0.80%1.00%1.20%AprilMayJuneJulyAugust
0.77%
0.92%
BUFHX
VWEHX