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BUFIX vs. FIVLX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BUFIX vs. FIVLX - Performance Comparison

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

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BUFIX vs. FIVLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BUFIX
Buffalo International Fund
-1.97%17.09%-1.90%18.33%-21.80%18.20%19.10%28.01%-8.85%29.33%
FIVLX
Fidelity International Value Fund
1.06%43.67%5.33%19.27%-7.99%14.89%3.36%18.92%-17.17%17.85%

Returns By Period

In the year-to-date period, BUFIX achieves a -1.97% return, which is significantly lower than FIVLX's 1.06% return. Over the past 10 years, BUFIX has underperformed FIVLX with an annualized return of 8.48%, while FIVLX has yielded a comparatively higher 9.18% annualized return.


BUFIX

1D
2.99%
1M
-8.69%
YTD
-1.97%
6M
-1.97%
1Y
9.22%
3Y*
5.80%
5Y*
3.44%
10Y*
8.48%

FIVLX

1D
2.66%
1M
-5.06%
YTD
1.06%
6M
6.77%
1Y
27.34%
3Y*
19.99%
5Y*
12.26%
10Y*
9.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BUFIX vs. FIVLX - Expense Ratio Comparison

BUFIX has a 1.03% expense ratio, which is higher than FIVLX's 1.01% expense ratio.


Return for Risk

BUFIX vs. FIVLX — Risk / Return Rank

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

BUFIX
BUFIX Risk / Return Rank: 1717
Overall Rank
BUFIX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
BUFIX Sortino Ratio Rank: 1717
Sortino Ratio Rank
BUFIX Omega Ratio Rank: 1616
Omega Ratio Rank
BUFIX Calmar Ratio Rank: 1818
Calmar Ratio Rank
BUFIX Martin Ratio Rank: 1919
Martin Ratio Rank

FIVLX
FIVLX Risk / Return Rank: 8383
Overall Rank
FIVLX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
FIVLX Sortino Ratio Rank: 8181
Sortino Ratio Rank
FIVLX Omega Ratio Rank: 8080
Omega Ratio Rank
FIVLX Calmar Ratio Rank: 8787
Calmar Ratio Rank
FIVLX Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BUFIX vs. FIVLX - Risk-Adjusted Trends Comparison

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


BUFIXFIVLXDifference

Sharpe ratio

Return per unit of total volatility

0.51

1.59

-1.08

Sortino ratio

Return per unit of downside risk

0.83

2.13

-1.30

Omega ratio

Gain probability vs. loss probability

1.11

1.32

-0.21

Calmar ratio

Return relative to maximum drawdown

0.62

2.27

-1.65

Martin ratio

Return relative to average drawdown

2.20

9.01

-6.81

BUFIX vs. FIVLX - Sharpe Ratio Comparison

The current BUFIX Sharpe Ratio is 0.51, which is lower than the FIVLX Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of BUFIX and FIVLX, 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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Sharpe Ratios by Period


BUFIXFIVLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

1.59

-1.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.75

-0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.52

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.21

+0.07

Correlation

The correlation between BUFIX and FIVLX is 0.88, 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.


Dividends

BUFIX vs. FIVLX - Dividend Comparison

BUFIX's dividend yield for the trailing twelve months is around 0.87%, less than FIVLX's 2.30% yield.


TTM20252024202320222021202020192018201720162015
BUFIX
Buffalo International Fund
0.87%0.85%0.84%0.59%1.85%1.20%0.28%0.57%2.42%0.36%0.00%0.51%
FIVLX
Fidelity International Value Fund
2.30%2.32%2.90%2.06%1.85%4.35%1.74%3.54%3.33%0.15%2.71%1.44%

Drawdowns

BUFIX vs. FIVLX - Drawdown Comparison

The maximum BUFIX drawdown since its inception was -55.09%, smaller than the maximum FIVLX drawdown of -65.21%. Use the drawdown chart below to compare losses from any high point for BUFIX and FIVLX.


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Drawdown Indicators


BUFIXFIVLXDifference

Max Drawdown

Largest peak-to-trough decline

-55.09%

-65.21%

+10.12%

Max Drawdown (1Y)

Largest decline over 1 year

-12.85%

-11.58%

-1.27%

Max Drawdown (5Y)

Largest decline over 5 years

-34.93%

-27.49%

-7.44%

Max Drawdown (10Y)

Largest decline over 10 years

-34.93%

-43.43%

+8.50%

Current Drawdown

Current decline from peak

-10.16%

-6.91%

-3.25%

Average Drawdown

Average peak-to-trough decline

-9.24%

-17.19%

+7.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.60%

2.91%

+0.69%

Volatility

BUFIX vs. FIVLX - Volatility Comparison

Buffalo International Fund (BUFIX) has a higher volatility of 8.50% compared to Fidelity International Value Fund (FIVLX) at 7.52%. This indicates that BUFIX's price experiences larger fluctuations and is considered to be riskier than FIVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUFIXFIVLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.50%

7.52%

+0.98%

Volatility (6M)

Calculated over the trailing 6-month period

12.38%

10.91%

+1.47%

Volatility (1Y)

Calculated over the trailing 1-year period

18.08%

17.44%

+0.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.21%

16.47%

+0.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.30%

17.87%

-0.57%