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

Correlation

The correlation between BUFIX and HAWX is 0.74, 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.


-0.50.00.51.00.7

Performance

BUFIX vs. HAWX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo International Fund (BUFIX) and iShares Currency Hedged MSCI ACWI ex U.S. ETF (HAWX). The values are adjusted to include any dividend payments, if applicable.

80.00%85.00%90.00%95.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
79.79%
95.59%
BUFIX
HAWX

Key characteristics

Sharpe Ratio

BUFIX:

-0.01

HAWX:

1.47

Sortino Ratio

BUFIX:

0.08

HAWX:

1.99

Omega Ratio

BUFIX:

1.01

HAWX:

1.27

Calmar Ratio

BUFIX:

-0.01

HAWX:

1.73

Martin Ratio

BUFIX:

-0.03

HAWX:

7.93

Ulcer Index

BUFIX:

3.81%

HAWX:

2.01%

Daily Std Dev

BUFIX:

13.17%

HAWX:

10.81%

Max Drawdown

BUFIX:

-55.11%

HAWX:

-30.64%

Current Drawdown

BUFIX:

-13.68%

HAWX:

-2.88%

Returns By Period

In the year-to-date period, BUFIX achieves a -2.13% return, which is significantly lower than HAWX's 14.04% return.


BUFIX

YTD

-2.13%

1M

-2.08%

6M

-6.16%

1Y

-0.96%

5Y*

4.62%

10Y*

6.56%

HAWX

YTD

14.04%

1M

0.14%

6M

2.75%

1Y

14.88%

5Y*

8.05%

10Y*

N/A

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. HAWX - Expense Ratio Comparison

BUFIX has a 1.03% expense ratio, which is higher than HAWX's 0.35% 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 HAWX: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%

Risk-Adjusted Performance

BUFIX vs. HAWX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo International Fund (BUFIX) and iShares Currency Hedged MSCI ACWI ex U.S. ETF (HAWX). 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 -0.01, compared to the broader market-1.000.001.002.003.004.00-0.011.47
The chart of Sortino ratio for BUFIX, currently valued at 0.08, compared to the broader market-2.000.002.004.006.008.0010.000.081.99
The chart of Omega ratio for BUFIX, currently valued at 1.01, compared to the broader market0.501.001.502.002.503.003.501.011.27
The chart of Calmar ratio for BUFIX, currently valued at -0.01, compared to the broader market0.005.0010.0015.00-0.011.73
The chart of Martin ratio for BUFIX, currently valued at -0.03, compared to the broader market0.0020.0040.0060.00-0.037.93
BUFIX
HAWX

The current BUFIX Sharpe Ratio is -0.01, which is lower than the HAWX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of BUFIX and HAWX, 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
-0.01
1.47
BUFIX
HAWX

Dividends

BUFIX vs. HAWX - Dividend Comparison

BUFIX has not paid dividends to shareholders, while HAWX's dividend yield for the trailing twelve months is around 2.76%.


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%
HAWX
iShares Currency Hedged MSCI ACWI ex U.S. ETF
2.76%2.95%16.94%2.63%2.00%3.22%2.51%2.40%2.49%3.86%0.00%0.00%

Drawdowns

BUFIX vs. HAWX - Drawdown Comparison

The maximum BUFIX drawdown since its inception was -55.11%, which is greater than HAWX's maximum drawdown of -30.64%. Use the drawdown chart below to compare losses from any high point for BUFIX and HAWX. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-13.68%
-2.88%
BUFIX
HAWX

Volatility

BUFIX vs. HAWX - Volatility Comparison

Buffalo International Fund (BUFIX) has a higher volatility of 3.93% compared to iShares Currency Hedged MSCI ACWI ex U.S. ETF (HAWX) at 2.39%. This indicates that BUFIX's price experiences larger fluctuations and is considered to be riskier than HAWX 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%JulyAugustSeptemberOctoberNovemberDecember
3.93%
2.39%
BUFIX
HAWX
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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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