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BUFIX vs. FIDZX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BUFIX and FIDZX is 0.79, 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.


Performance

BUFIX vs. FIDZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo International Fund (BUFIX) and Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BUFIX:

0.29

FIDZX:

0.69

Sortino Ratio

BUFIX:

0.60

FIDZX:

1.16

Omega Ratio

BUFIX:

1.08

FIDZX:

1.16

Calmar Ratio

BUFIX:

0.36

FIDZX:

0.90

Martin Ratio

BUFIX:

1.03

FIDZX:

3.49

Ulcer Index

BUFIX:

5.50%

FIDZX:

4.20%

Daily Std Dev

BUFIX:

17.33%

FIDZX:

19.88%

Max Drawdown

BUFIX:

-55.09%

FIDZX:

-37.17%

Current Drawdown

BUFIX:

0.00%

FIDZX:

0.00%

Returns By Period

The year-to-date returns for both investments are quite close, with BUFIX having a 12.87% return and FIDZX slightly higher at 13.16%.


BUFIX

YTD

12.87%

1M

8.24%

6M

11.15%

1Y

4.98%

5Y*

11.05%

10Y*

7.47%

FIDZX

YTD

13.16%

1M

12.29%

6M

12.92%

1Y

13.62%

5Y*

12.43%

10Y*

N/A

*Annualized

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BUFIX vs. FIDZX - Expense Ratio Comparison

BUFIX has a 1.03% expense ratio, which is higher than FIDZX's 0.85% expense ratio.


Risk-Adjusted Performance

BUFIX vs. FIDZX — Risk-Adjusted Performance Rank

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

BUFIX
The Risk-Adjusted Performance Rank of BUFIX is 3939
Overall Rank
The Sharpe Ratio Rank of BUFIX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFIX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of BUFIX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of BUFIX is 4747
Calmar Ratio Rank
The Martin Ratio Rank of BUFIX is 3737
Martin Ratio Rank

FIDZX
The Risk-Adjusted Performance Rank of FIDZX is 7272
Overall Rank
The Sharpe Ratio Rank of FIDZX is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of FIDZX is 6767
Sortino Ratio Rank
The Omega Ratio Rank of FIDZX is 6767
Omega Ratio Rank
The Calmar Ratio Rank of FIDZX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of FIDZX is 7777
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.

BUFIX vs. FIDZX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo International Fund (BUFIX) and Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX). 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 BUFIX Sharpe Ratio is 0.29, which is lower than the FIDZX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of BUFIX and FIDZX, 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

BUFIX vs. FIDZX - Dividend Comparison

BUFIX's dividend yield for the trailing twelve months is around 0.75%, which matches FIDZX's 0.75% yield.


TTM20242023202220212020201920182017201620152014
BUFIX
Buffalo International Fund
0.75%0.85%0.59%0.46%0.08%0.27%0.57%0.58%0.30%1.04%0.51%0.53%
FIDZX
Fidelity Advisor International Capital Appreciation Fund Class Z
0.75%0.84%0.46%0.00%0.00%0.19%0.63%0.67%0.28%0.00%0.00%0.00%

Drawdowns

BUFIX vs. FIDZX - Drawdown Comparison

The maximum BUFIX drawdown since its inception was -55.09%, which is greater than FIDZX's maximum drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for BUFIX and FIDZX. For additional features, visit the drawdowns tool.


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Volatility

BUFIX vs. FIDZX - Volatility Comparison

Buffalo International Fund (BUFIX) and Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) have volatilities of 3.37% and 3.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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