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BUFSX vs. BRSVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BUFSX and BRSVX is 0.82, 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.


-0.50.00.51.00.8

Performance

BUFSX vs. BRSVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo Small Cap Fund (BUFSX) and Bridgeway Small Cap Value Fund (BRSVX). The values are adjusted to include any dividend payments, if applicable.

0.00%100.00%200.00%300.00%400.00%JulyAugustSeptemberOctoberNovemberDecember
-24.93%
351.65%
BUFSX
BRSVX

Key characteristics

Sharpe Ratio

BUFSX:

0.44

BRSVX:

-0.07

Sortino Ratio

BUFSX:

0.76

BRSVX:

0.06

Omega Ratio

BUFSX:

1.09

BRSVX:

1.01

Calmar Ratio

BUFSX:

0.13

BRSVX:

-0.10

Martin Ratio

BUFSX:

2.21

BRSVX:

-0.29

Ulcer Index

BUFSX:

3.97%

BRSVX:

5.24%

Daily Std Dev

BUFSX:

19.74%

BRSVX:

22.35%

Max Drawdown

BUFSX:

-77.02%

BRSVX:

-67.58%

Current Drawdown

BUFSX:

-62.57%

BRSVX:

-15.74%

Returns By Period

In the year-to-date period, BUFSX achieves a 6.23% return, which is significantly higher than BRSVX's -3.17% return. Over the past 10 years, BUFSX has underperformed BRSVX with an annualized return of -7.26%, while BRSVX has yielded a comparatively higher 6.66% annualized return.


BUFSX

YTD

6.23%

1M

-1.06%

6M

8.54%

1Y

6.61%

5Y*

1.79%

10Y*

-7.26%

BRSVX

YTD

-3.17%

1M

-11.90%

6M

1.36%

1Y

-2.89%

5Y*

13.19%

10Y*

6.66%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BUFSX vs. BRSVX - Expense Ratio Comparison

BUFSX has a 1.01% expense ratio, which is higher than BRSVX's 0.83% expense ratio.


BUFSX
Buffalo Small Cap Fund
Expense ratio chart for BUFSX: current value at 1.01% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.01%
Expense ratio chart for BRSVX: current value at 0.83% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.83%

Risk-Adjusted Performance

BUFSX vs. BRSVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and Bridgeway Small Cap Value Fund (BRSVX). 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.


Sharpe ratio
The chart of Sharpe ratio for BUFSX, currently valued at 0.44, compared to the broader market-1.000.001.002.003.004.000.44-0.07
The chart of Sortino ratio for BUFSX, currently valued at 0.76, compared to the broader market-2.000.002.004.006.008.0010.000.760.06
The chart of Omega ratio for BUFSX, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.003.501.091.01
The chart of Calmar ratio for BUFSX, currently valued at 0.13, compared to the broader market0.002.004.006.008.0010.0012.0014.000.13-0.10
The chart of Martin ratio for BUFSX, currently valued at 2.21, compared to the broader market0.0020.0040.0060.002.21-0.29
BUFSX
BRSVX

The current BUFSX Sharpe Ratio is 0.44, which is higher than the BRSVX Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of BUFSX and BRSVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
0.44
-0.07
BUFSX
BRSVX

Dividends

BUFSX vs. BRSVX - Dividend Comparison

Neither BUFSX nor BRSVX has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
BUFSX
Buffalo Small Cap Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BRSVX
Bridgeway Small Cap Value Fund
0.00%3.57%0.96%0.28%0.84%2.38%1.25%0.87%0.98%1.97%0.74%0.46%

Drawdowns

BUFSX vs. BRSVX - Drawdown Comparison

The maximum BUFSX drawdown since its inception was -77.02%, which is greater than BRSVX's maximum drawdown of -67.58%. Use the drawdown chart below to compare losses from any high point for BUFSX and BRSVX. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-62.57%
-15.74%
BUFSX
BRSVX

Volatility

BUFSX vs. BRSVX - Volatility Comparison

The current volatility for Buffalo Small Cap Fund (BUFSX) is 5.81%, while Bridgeway Small Cap Value Fund (BRSVX) has a volatility of 8.35%. This indicates that BUFSX experiences smaller price fluctuations and is considered to be less risky than BRSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.81%
8.35%
BUFSX
BRSVX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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