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BUFOX vs. BUFBX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BUFOX vs. BUFBX - Performance Comparison

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

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BUFOX vs. BUFBX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BUFOX
Buffalo Early Stage Growth Fund
-5.11%3.09%7.52%9.83%-30.78%7.43%47.85%34.06%-3.78%27.03%
BUFBX
Buffalo Flexible Income Fund
7.60%10.37%10.26%7.42%3.97%29.97%-2.27%18.76%-7.01%13.20%

Returns By Period

In the year-to-date period, BUFOX achieves a -5.11% return, which is significantly lower than BUFBX's 7.60% return. Over the past 10 years, BUFOX has underperformed BUFBX with an annualized return of 9.05%, while BUFBX has yielded a comparatively higher 9.68% annualized return.


BUFOX

1D
3.01%
1M
-10.56%
YTD
-5.11%
6M
-6.03%
1Y
8.56%
3Y*
2.53%
5Y*
-4.93%
10Y*
9.05%

BUFBX

1D
0.46%
1M
-0.86%
YTD
7.60%
6M
8.52%
1Y
13.19%
3Y*
12.40%
5Y*
11.45%
10Y*
9.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BUFOX vs. BUFBX - Expense Ratio Comparison

BUFOX has a 1.46% expense ratio, which is higher than BUFBX's 1.01% expense ratio.


Return for Risk

BUFOX vs. BUFBX — Risk / Return Rank

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

BUFOX
BUFOX Risk / Return Rank: 1313
Overall Rank
BUFOX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
BUFOX Sortino Ratio Rank: 1313
Sortino Ratio Rank
BUFOX Omega Ratio Rank: 1010
Omega Ratio Rank
BUFOX Calmar Ratio Rank: 1515
Calmar Ratio Rank
BUFOX Martin Ratio Rank: 1414
Martin Ratio Rank

BUFBX
BUFBX Risk / Return Rank: 4646
Overall Rank
BUFBX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
BUFBX Sortino Ratio Rank: 4141
Sortino Ratio Rank
BUFBX Omega Ratio Rank: 4747
Omega Ratio Rank
BUFBX Calmar Ratio Rank: 4343
Calmar Ratio Rank
BUFBX Martin Ratio Rank: 5656
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.

BUFOX vs. BUFBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Early Stage Growth Fund (BUFOX) and Buffalo Flexible Income Fund (BUFBX). 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.


BUFOXBUFBXDifference

Sharpe ratio

Return per unit of total volatility

0.35

0.95

-0.60

Sortino ratio

Return per unit of downside risk

0.67

1.35

-0.67

Omega ratio

Gain probability vs. loss probability

1.08

1.21

-0.13

Calmar ratio

Return relative to maximum drawdown

0.53

1.21

-0.68

Martin ratio

Return relative to average drawdown

1.65

5.80

-4.15

BUFOX vs. BUFBX - Sharpe Ratio Comparison

The current BUFOX Sharpe Ratio is 0.35, which is lower than the BUFBX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of BUFOX and BUFBX, 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


BUFOXBUFBXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.35

0.95

-0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.22

0.86

-1.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.62

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.58

-0.25

Correlation

The correlation between BUFOX and BUFBX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

BUFOX vs. BUFBX - Dividend Comparison

BUFOX's dividend yield for the trailing twelve months is around 5.38%, less than BUFBX's 8.47% yield.


TTM20252024202320222021202020192018201720162015
BUFOX
Buffalo Early Stage Growth Fund
5.38%5.10%0.00%0.00%1.20%15.83%11.19%4.77%14.50%20.01%8.35%8.53%
BUFBX
Buffalo Flexible Income Fund
8.47%9.10%3.77%3.48%4.16%5.57%3.33%2.73%6.01%5.49%2.39%3.67%

Drawdowns

BUFOX vs. BUFBX - Drawdown Comparison

The maximum BUFOX drawdown since its inception was -69.71%, which is greater than BUFBX's maximum drawdown of -39.78%. Use the drawdown chart below to compare losses from any high point for BUFOX and BUFBX.


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Drawdown Indicators


BUFOXBUFBXDifference

Max Drawdown

Largest peak-to-trough decline

-69.71%

-39.78%

-29.93%

Max Drawdown (1Y)

Largest decline over 1 year

-15.52%

-11.57%

-3.95%

Max Drawdown (5Y)

Largest decline over 5 years

-43.17%

-14.67%

-28.50%

Max Drawdown (10Y)

Largest decline over 10 years

-43.17%

-35.51%

-7.66%

Current Drawdown

Current decline from peak

-27.02%

-0.86%

-26.16%

Average Drawdown

Average peak-to-trough decline

-16.02%

-4.74%

-11.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.97%

2.41%

+2.56%

Volatility

BUFOX vs. BUFBX - Volatility Comparison

Buffalo Early Stage Growth Fund (BUFOX) has a higher volatility of 8.59% compared to Buffalo Flexible Income Fund (BUFBX) at 2.13%. This indicates that BUFOX's price experiences larger fluctuations and is considered to be riskier than BUFBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUFOXBUFBXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.59%

2.13%

+6.46%

Volatility (6M)

Calculated over the trailing 6-month period

17.03%

6.66%

+10.37%

Volatility (1Y)

Calculated over the trailing 1-year period

24.59%

13.87%

+10.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.77%

13.40%

+9.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.34%

15.58%

+6.76%