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BUFMX vs. BUFTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BUFMX vs. BUFTX - Performance Comparison

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

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BUFMX vs. BUFTX - 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%
BUFTX
Buffalo Discovery Fund
-12.99%-1.83%5.31%24.30%-28.78%11.55%33.90%31.62%-6.52%25.43%

Returns By Period

In the year-to-date period, BUFMX achieves a -11.48% return, which is significantly higher than BUFTX's -12.99% return. Over the past 10 years, BUFMX has outperformed BUFTX with an annualized return of 7.36%, while BUFTX has yielded a comparatively lower 6.69% 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%

BUFTX

1D
-0.24%
1M
-11.05%
YTD
-12.99%
6M
-15.75%
1Y
-9.16%
3Y*
0.43%
5Y*
-2.86%
10Y*
6.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BUFMX vs. BUFTX - Expense Ratio Comparison

BUFMX has a 1.02% expense ratio, which is higher than BUFTX's 1.00% expense ratio.


Return for Risk

BUFMX vs. BUFTX — 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

BUFTX
BUFTX Risk / Return Rank: 11
Overall Rank
BUFTX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
BUFTX Sortino Ratio Rank: 22
Sortino Ratio Rank
BUFTX Omega Ratio Rank: 22
Omega Ratio Rank
BUFTX Calmar Ratio Rank: 11
Calmar Ratio Rank
BUFTX Martin Ratio Rank: 11
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. BUFTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Mid Cap Fund (BUFMX) and Buffalo Discovery Fund (BUFTX). 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.


BUFMXBUFTXDifference

Sharpe ratio

Return per unit of total volatility

-0.45

-0.47

+0.02

Sortino ratio

Return per unit of downside risk

-0.53

-0.56

+0.03

Omega ratio

Gain probability vs. loss probability

0.93

0.93

0.00

Calmar ratio

Return relative to maximum drawdown

-0.56

-0.59

+0.04

Martin ratio

Return relative to average drawdown

-1.53

-1.78

+0.25

BUFMX vs. BUFTX - Sharpe Ratio Comparison

The current BUFMX Sharpe Ratio is -0.45, which is comparable to the BUFTX Sharpe Ratio of -0.47. The chart below compares the historical Sharpe Ratios of BUFMX and BUFTX, 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


BUFMXBUFTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.45

-0.47

+0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.07

-0.14

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

0.33

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.34

+0.01

Correlation

The correlation between BUFMX and BUFTX is 0.94, 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. BUFTX - Dividend Comparison

BUFMX's dividend yield for the trailing twelve months is around 11.64%, less than BUFTX's 24.30% 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%
BUFTX
Buffalo Discovery Fund
24.30%21.15%10.00%0.00%7.08%15.11%7.98%14.81%7.01%4.64%0.00%7.56%

Drawdowns

BUFMX vs. BUFTX - Drawdown Comparison

The maximum BUFMX drawdown since its inception was -58.44%, roughly equal to the maximum BUFTX drawdown of -60.45%. Use the drawdown chart below to compare losses from any high point for BUFMX and BUFTX.


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Drawdown Indicators


BUFMXBUFTXDifference

Max Drawdown

Largest peak-to-trough decline

-58.44%

-60.45%

+2.01%

Max Drawdown (1Y)

Largest decline over 1 year

-18.37%

-19.03%

+0.66%

Max Drawdown (5Y)

Largest decline over 5 years

-35.58%

-36.36%

+0.78%

Max Drawdown (10Y)

Largest decline over 10 years

-35.58%

-36.36%

+0.78%

Current Drawdown

Current decline from peak

-18.84%

-22.84%

+4.00%

Average Drawdown

Average peak-to-trough decline

-9.37%

-11.28%

+1.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.69%

6.35%

+0.34%

Volatility

BUFMX vs. BUFTX - Volatility Comparison

Buffalo Mid Cap Fund (BUFMX) and Buffalo Discovery Fund (BUFTX) have volatilities of 4.85% and 4.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUFMXBUFTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.85%

4.80%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

11.37%

11.51%

-0.14%

Volatility (1Y)

Calculated over the trailing 1-year period

19.28%

20.31%

-1.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.08%

21.08%

-1.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.68%

20.33%

-0.65%