BUFIX vs. TBWIX
Compare and contrast key facts about Buffalo International Fund (BUFIX) and Thornburg Better World International Fund (TBWIX).
BUFIX is managed by Buffalo. It was launched on Sep 27, 2007. TBWIX is managed by Thornburg. It was launched on Sep 30, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFIX or TBWIX.
Key characteristics
| BUFIX | TBWIX | |
|---|---|---|
| YTD Return | 3.50% | 10.98% |
| 1Y Return | 14.75% | 18.45% |
| 3Y Return (Ann) | -2.68% | -5.05% |
| 5Y Return (Ann) | 6.66% | 7.53% |
| Sharpe Ratio | 1.15 | 1.64 |
| Sortino Ratio | 1.70 | 2.31 |
| Omega Ratio | 1.20 | 1.30 |
| Calmar Ratio | 0.73 | 0.66 |
| Martin Ratio | 5.59 | 8.42 |
| Ulcer Index | 2.66% | 2.21% |
| Daily Std Dev | 12.94% | 11.35% |
| Max Drawdown | -55.11% | -41.06% |
| Current Drawdown | -8.72% | -14.96% |
Correlation
The correlation between BUFIX and TBWIX is 0.84, 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. TBWIX - Performance Comparison
In the year-to-date period, BUFIX achieves a 3.50% return, which is significantly lower than TBWIX's 10.98% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BUFIX vs. TBWIX - Expense Ratio Comparison
BUFIX has a 1.03% expense ratio, which is lower than TBWIX's 1.21% expense ratio.
Risk-Adjusted Performance
BUFIX vs. TBWIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo International Fund (BUFIX) and Thornburg Better World International Fund (TBWIX). 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.
Dividends
BUFIX vs. TBWIX - Dividend Comparison
BUFIX's dividend yield for the trailing twelve months is around 0.57%, less than TBWIX's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFIX Buffalo International Fund | 0.57% | 0.59% | 0.46% | 0.08% | 0.27% | 0.57% | 0.58% | 0.30% | 1.04% | 0.51% | 0.53% | 0.18% |
TBWIX Thornburg Better World International Fund | 1.39% | 1.55% | 0.87% | 0.25% | 0.40% | 1.17% | 1.95% | 1.05% | 0.50% | 0.00% | 0.00% | 0.00% |
Drawdowns
BUFIX vs. TBWIX - Drawdown Comparison
The maximum BUFIX drawdown since its inception was -55.11%, which is greater than TBWIX's maximum drawdown of -41.06%. Use the drawdown chart below to compare losses from any high point for BUFIX and TBWIX. For additional features, visit the drawdowns tool.
Volatility
BUFIX vs. TBWIX - Volatility Comparison
Buffalo International Fund (BUFIX) has a higher volatility of 3.61% compared to Thornburg Better World International Fund (TBWIX) at 3.16%. This indicates that BUFIX's price experiences larger fluctuations and is considered to be riskier than TBWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.