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

Correlation

The correlation between BUFIX and FIVFX is 0.92, 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.


-0.50.00.51.00.9

Performance

BUFIX vs. FIVFX - Performance Comparison

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

-6.00%-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
-4.67%
-2.92%
BUFIX
FIVFX

Key characteristics

Sharpe Ratio

BUFIX:

-0.06

FIVFX:

0.43

Sortino Ratio

BUFIX:

0.01

FIVFX:

0.69

Omega Ratio

BUFIX:

1.00

FIVFX:

1.09

Calmar Ratio

BUFIX:

-0.05

FIVFX:

0.34

Martin Ratio

BUFIX:

-0.19

FIVFX:

1.83

Ulcer Index

BUFIX:

4.07%

FIVFX:

3.45%

Daily Std Dev

BUFIX:

13.02%

FIVFX:

14.55%

Max Drawdown

BUFIX:

-55.11%

FIVFX:

-66.32%

Current Drawdown

BUFIX:

-13.31%

FIVFX:

-11.58%

Returns By Period

In the year-to-date period, BUFIX achieves a -1.70% return, which is significantly lower than FIVFX's 5.35% return. Over the past 10 years, BUFIX has outperformed FIVFX with an annualized return of 6.54%, while FIVFX has yielded a comparatively lower 5.91% annualized return.


BUFIX

YTD

-1.70%

1M

-2.12%

6M

-5.15%

1Y

-0.76%

5Y*

4.56%

10Y*

6.54%

FIVFX

YTD

5.35%

1M

-4.02%

6M

-3.42%

1Y

6.32%

5Y*

4.15%

10Y*

5.91%

Compare stocks, funds, or ETFs

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


BUFIX vs. FIVFX - Expense Ratio Comparison

BUFIX has a 1.03% expense ratio, which is higher than FIVFX's 1.00% expense ratio.


BUFIX
Buffalo International Fund
Expense ratio chart for BUFIX: current value at 1.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.03%
Expense ratio chart for FIVFX: current value at 1.00% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.00%

Risk-Adjusted Performance

BUFIX vs. FIVFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo International Fund (BUFIX) and Fidelity International Capital Appreciation Fund (FIVFX). 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.


Sharpe ratio
The chart of Sharpe ratio for BUFIX, currently valued at -0.06, compared to the broader market-1.000.001.002.003.004.00-0.060.43
The chart of Sortino ratio for BUFIX, currently valued at 0.01, compared to the broader market-2.000.002.004.006.008.0010.000.010.69
The chart of Omega ratio for BUFIX, currently valued at 1.00, compared to the broader market0.501.001.502.002.503.003.501.001.09
The chart of Calmar ratio for BUFIX, currently valued at -0.05, compared to the broader market0.002.004.006.008.0010.0012.0014.00-0.050.34
The chart of Martin ratio for BUFIX, currently valued at -0.19, compared to the broader market0.0020.0040.0060.00-0.191.83
BUFIX
FIVFX

The current BUFIX Sharpe Ratio is -0.06, which is lower than the FIVFX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of BUFIX and FIVFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
-0.06
0.43
BUFIX
FIVFX

Dividends

BUFIX vs. FIVFX - Dividend Comparison

Neither BUFIX nor FIVFX has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
BUFIX
Buffalo International Fund
0.00%0.59%0.46%0.08%0.27%0.57%0.58%0.30%1.04%0.51%0.53%0.18%
FIVFX
Fidelity International Capital Appreciation Fund
0.00%0.38%0.05%0.00%0.17%0.58%0.47%0.33%0.68%1.98%6.09%0.71%

Drawdowns

BUFIX vs. FIVFX - Drawdown Comparison

The maximum BUFIX drawdown since its inception was -55.11%, smaller than the maximum FIVFX drawdown of -66.32%. Use the drawdown chart below to compare losses from any high point for BUFIX and FIVFX. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%JulyAugustSeptemberOctoberNovemberDecember
-13.31%
-11.58%
BUFIX
FIVFX

Volatility

BUFIX vs. FIVFX - Volatility Comparison

The current volatility for Buffalo International Fund (BUFIX) is 3.90%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 5.29%. This indicates that BUFIX experiences smaller price fluctuations and is considered to be less risky than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
3.90%
5.29%
BUFIX
FIVFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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