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BUFMX vs. BUFOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BUFMX vs. BUFOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo Mid Cap Fund (BUFMX) and Buffalo Early Stage Growth Fund (BUFOX). The values are adjusted to include any dividend payments, if applicable.

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BUFMX vs. BUFOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BUFMX
Buffalo Mid Cap Fund
-11.48%-1.68%6.73%26.92%-27.89%14.39%34.24%37.96%-7.29%13.59%
BUFOX
Buffalo Early Stage Growth Fund
-7.88%3.09%7.52%9.83%-30.78%7.43%47.85%34.06%-3.78%27.03%

Returns By Period

In the year-to-date period, BUFMX achieves a -11.48% return, which is significantly lower than BUFOX's -7.88% return. Over the past 10 years, BUFMX has underperformed BUFOX with an annualized return of 7.36%, while BUFOX has yielded a comparatively higher 8.73% annualized return.


BUFMX

1D
0.00%
1M
-9.42%
YTD
-11.48%
6M
-15.96%
1Y
-8.95%
3Y*
2.71%
5Y*
-1.45%
10Y*
7.36%

BUFOX

1D
-1.32%
1M
-12.04%
YTD
-7.88%
6M
-8.82%
1Y
5.40%
3Y*
1.52%
5Y*
-4.97%
10Y*
8.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BUFMX vs. BUFOX - Expense Ratio Comparison

BUFMX has a 1.02% expense ratio, which is lower than BUFOX's 1.46% expense ratio.


Return for Risk

BUFMX vs. BUFOX — Risk / Return Rank

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

BUFMX
BUFMX Risk / Return Rank: 22
Overall Rank
BUFMX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
BUFMX Sortino Ratio Rank: 22
Sortino Ratio Rank
BUFMX Omega Ratio Rank: 22
Omega Ratio Rank
BUFMX Calmar Ratio Rank: 11
Calmar Ratio Rank
BUFMX Martin Ratio Rank: 11
Martin Ratio Rank

BUFOX
BUFOX Risk / Return Rank: 1010
Overall Rank
BUFOX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
BUFOX Sortino Ratio Rank: 1010
Sortino Ratio Rank
BUFOX Omega Ratio Rank: 99
Omega Ratio Rank
BUFOX Calmar Ratio Rank: 1010
Calmar Ratio Rank
BUFOX Martin Ratio Rank: 1010
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.

BUFMX vs. BUFOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Mid Cap Fund (BUFMX) and Buffalo Early Stage Growth Fund (BUFOX). 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.


BUFMXBUFOXDifference

Sharpe ratio

Return per unit of total volatility

-0.45

0.21

-0.66

Sortino ratio

Return per unit of downside risk

-0.53

0.47

-1.00

Omega ratio

Gain probability vs. loss probability

0.93

1.06

-0.12

Calmar ratio

Return relative to maximum drawdown

-0.56

0.20

-0.76

Martin ratio

Return relative to average drawdown

-1.53

0.64

-2.16

BUFMX vs. BUFOX - Sharpe Ratio Comparison

The current BUFMX Sharpe Ratio is -0.45, which is lower than the BUFOX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of BUFMX and BUFOX, 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


BUFMXBUFOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.45

0.21

-0.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.07

-0.22

+0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

0.39

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.32

+0.04

Correlation

The correlation between BUFMX and BUFOX is 0.86, 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

BUFMX vs. BUFOX - Dividend Comparison

BUFMX's dividend yield for the trailing twelve months is around 11.64%, more than BUFOX's 5.54% yield.


TTM20252024202320222021202020192018201720162015
BUFMX
Buffalo Mid Cap Fund
11.64%10.31%6.93%5.21%5.46%11.45%6.91%8.20%4.47%25.22%8.49%13.06%
BUFOX
Buffalo Early Stage Growth Fund
5.54%5.10%0.00%0.00%1.20%15.83%11.19%4.77%14.50%20.01%8.35%8.53%

Drawdowns

BUFMX vs. BUFOX - Drawdown Comparison

The maximum BUFMX drawdown since its inception was -58.44%, smaller than the maximum BUFOX drawdown of -69.71%. Use the drawdown chart below to compare losses from any high point for BUFMX and BUFOX.


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Drawdown Indicators


BUFMXBUFOXDifference

Max Drawdown

Largest peak-to-trough decline

-58.44%

-69.71%

+11.27%

Max Drawdown (1Y)

Largest decline over 1 year

-18.37%

-15.52%

-2.85%

Max Drawdown (5Y)

Largest decline over 5 years

-35.58%

-43.17%

+7.59%

Max Drawdown (10Y)

Largest decline over 10 years

-35.58%

-43.17%

+7.59%

Current Drawdown

Current decline from peak

-18.84%

-29.15%

+10.31%

Average Drawdown

Average peak-to-trough decline

-9.37%

-16.02%

+6.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.69%

4.90%

+1.79%

Volatility

BUFMX vs. BUFOX - Volatility Comparison

The current volatility for Buffalo Mid Cap Fund (BUFMX) is 4.85%, while Buffalo Early Stage Growth Fund (BUFOX) has a volatility of 8.02%. This indicates that BUFMX experiences smaller price fluctuations and is considered to be less risky than BUFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUFMXBUFOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.85%

8.02%

-3.17%

Volatility (6M)

Calculated over the trailing 6-month period

11.37%

16.76%

-5.39%

Volatility (1Y)

Calculated over the trailing 1-year period

19.28%

24.46%

-5.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.08%

22.75%

-2.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.68%

22.32%

-2.64%