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BUFOX vs. BUFMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BUFOX vs. BUFMX - Performance Comparison

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

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BUFOX vs. BUFMX - 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%
BUFMX
Buffalo Mid Cap Fund
-9.21%-1.68%6.73%26.92%-27.89%14.39%34.24%37.96%-7.29%13.59%

Returns By Period

In the year-to-date period, BUFOX achieves a -5.11% return, which is significantly higher than BUFMX's -9.21% return. Over the past 10 years, BUFOX has outperformed BUFMX with an annualized return of 9.05%, while BUFMX has yielded a comparatively lower 7.63% 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%

BUFMX

1D
2.56%
1M
-6.91%
YTD
-9.21%
6M
-13.70%
1Y
-6.91%
3Y*
3.58%
5Y*
-1.32%
10Y*
7.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BUFOX vs. BUFMX - Expense Ratio Comparison

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


Return for Risk

BUFOX vs. BUFMX — 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

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: 22
Calmar Ratio Rank
BUFMX Martin Ratio Rank: 22
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. BUFMX - Risk-Adjusted Trends Comparison

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


BUFOXBUFMXDifference

Sharpe ratio

Return per unit of total volatility

0.35

-0.34

+0.69

Sortino ratio

Return per unit of downside risk

0.67

-0.36

+1.03

Omega ratio

Gain probability vs. loss probability

1.08

0.95

+0.13

Calmar ratio

Return relative to maximum drawdown

0.53

-0.35

+0.88

Martin ratio

Return relative to average drawdown

1.65

-0.94

+2.59

BUFOX vs. BUFMX - Sharpe Ratio Comparison

The current BUFOX Sharpe Ratio is 0.35, which is higher than the BUFMX Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of BUFOX and BUFMX, 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


BUFOXBUFMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.35

-0.34

+0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.22

-0.07

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.39

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.36

-0.03

Correlation

The correlation between BUFOX and BUFMX 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

BUFOX vs. BUFMX - Dividend Comparison

BUFOX's dividend yield for the trailing twelve months is around 5.38%, less than BUFMX's 11.35% 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%
BUFMX
Buffalo Mid Cap Fund
11.35%10.31%6.93%5.21%5.46%11.45%6.91%8.20%4.47%25.22%8.49%13.06%

Drawdowns

BUFOX vs. BUFMX - Drawdown Comparison

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


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Drawdown Indicators


BUFOXBUFMXDifference

Max Drawdown

Largest peak-to-trough decline

-69.71%

-58.44%

-11.27%

Max Drawdown (1Y)

Largest decline over 1 year

-15.52%

-18.37%

+2.85%

Max Drawdown (5Y)

Largest decline over 5 years

-43.17%

-35.58%

-7.59%

Max Drawdown (10Y)

Largest decline over 10 years

-43.17%

-35.58%

-7.59%

Current Drawdown

Current decline from peak

-27.02%

-16.76%

-10.26%

Average Drawdown

Average peak-to-trough decline

-16.02%

-9.38%

-6.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.97%

6.76%

-1.79%

Volatility

BUFOX vs. BUFMX - Volatility Comparison

Buffalo Early Stage Growth Fund (BUFOX) has a higher volatility of 8.59% compared to Buffalo Mid Cap Fund (BUFMX) at 5.70%. This indicates that BUFOX's price experiences larger fluctuations and is considered to be riskier than BUFMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUFOXBUFMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.59%

5.70%

+2.89%

Volatility (6M)

Calculated over the trailing 6-month period

17.03%

11.68%

+5.35%

Volatility (1Y)

Calculated over the trailing 1-year period

24.59%

19.42%

+5.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.77%

20.11%

+2.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.34%

19.70%

+2.64%