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BUFSX vs. BUFGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BUFSX vs. BUFGX - Performance Comparison

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

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BUFSX vs. BUFGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BUFSX
Buffalo Small Cap Fund
-7.54%-0.13%5.38%5.45%-30.01%4.44%66.49%40.97%-5.73%26.96%
BUFGX
Buffalo Growth Fund
-15.63%13.95%25.13%42.67%-31.19%21.52%28.29%31.89%0.69%22.76%

Returns By Period

In the year-to-date period, BUFSX achieves a -7.54% return, which is significantly higher than BUFGX's -15.63% return. Over the past 10 years, BUFSX has underperformed BUFGX with an annualized return of 8.96%, while BUFGX has yielded a comparatively higher 11.43% annualized return.


BUFSX

1D
-1.58%
1M
-11.35%
YTD
-7.54%
6M
-7.29%
1Y
2.46%
3Y*
-1.05%
5Y*
-6.73%
10Y*
8.96%

BUFGX

1D
0.25%
1M
-8.36%
YTD
-15.63%
6M
-13.92%
1Y
5.56%
3Y*
14.20%
5Y*
7.32%
10Y*
11.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BUFSX vs. BUFGX - Expense Ratio Comparison

BUFSX has a 1.01% expense ratio, which is higher than BUFGX's 0.92% expense ratio.


Return for Risk

BUFSX vs. BUFGX — Risk / Return Rank

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

BUFSX
BUFSX Risk / Return Rank: 77
Overall Rank
BUFSX Sharpe Ratio Rank: 77
Sharpe Ratio Rank
BUFSX Sortino Ratio Rank: 88
Sortino Ratio Rank
BUFSX Omega Ratio Rank: 77
Omega Ratio Rank
BUFSX Calmar Ratio Rank: 66
Calmar Ratio Rank
BUFSX Martin Ratio Rank: 66
Martin Ratio Rank

BUFGX
BUFGX Risk / Return Rank: 1010
Overall Rank
BUFGX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
BUFGX Sortino Ratio Rank: 1212
Sortino Ratio Rank
BUFGX Omega Ratio Rank: 1212
Omega Ratio Rank
BUFGX Calmar Ratio Rank: 99
Calmar Ratio Rank
BUFGX Martin Ratio Rank: 99
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.

BUFSX vs. BUFGX - Risk-Adjusted Trends Comparison

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


BUFSXBUFGXDifference

Sharpe ratio

Return per unit of total volatility

0.09

0.26

-0.18

Sortino ratio

Return per unit of downside risk

0.30

0.54

-0.24

Omega ratio

Gain probability vs. loss probability

1.04

1.07

-0.04

Calmar ratio

Return relative to maximum drawdown

0.01

0.16

-0.15

Martin ratio

Return relative to average drawdown

0.03

0.57

-0.53

BUFSX vs. BUFGX - Sharpe Ratio Comparison

The current BUFSX Sharpe Ratio is 0.09, which is lower than the BUFGX Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of BUFSX and BUFGX, 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


BUFSXBUFGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.09

0.26

-0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.27

0.34

-0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.56

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.51

-0.07

Correlation

The correlation between BUFSX and BUFGX is 0.83, 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

BUFSX vs. BUFGX - Dividend Comparison

BUFSX has not paid dividends to shareholders, while BUFGX's dividend yield for the trailing twelve months is around 7.25%.


TTM20252024202320222021202020192018201720162015
BUFSX
Buffalo Small Cap Fund
0.00%0.00%0.00%0.00%0.00%13.53%9.01%9.14%31.02%30.30%25.19%70.18%
BUFGX
Buffalo Growth Fund
7.25%6.12%8.55%5.55%4.77%9.90%4.97%13.60%34.64%20.49%0.00%18.46%

Drawdowns

BUFSX vs. BUFGX - Drawdown Comparison

The maximum BUFSX drawdown since its inception was -53.24%, which is greater than BUFGX's maximum drawdown of -50.17%. Use the drawdown chart below to compare losses from any high point for BUFSX and BUFGX.


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Drawdown Indicators


BUFSXBUFGXDifference

Max Drawdown

Largest peak-to-trough decline

-53.24%

-50.17%

-3.07%

Max Drawdown (1Y)

Largest decline over 1 year

-14.92%

-17.63%

+2.71%

Max Drawdown (5Y)

Largest decline over 5 years

-46.57%

-35.68%

-10.89%

Max Drawdown (10Y)

Largest decline over 10 years

-46.74%

-35.68%

-11.06%

Current Drawdown

Current decline from peak

-37.02%

-17.42%

-19.60%

Average Drawdown

Average peak-to-trough decline

-12.82%

-9.00%

-3.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.21%

4.90%

-0.69%

Volatility

BUFSX vs. BUFGX - Volatility Comparison

Buffalo Small Cap Fund (BUFSX) has a higher volatility of 6.37% compared to Buffalo Growth Fund (BUFGX) at 5.36%. This indicates that BUFSX's price experiences larger fluctuations and is considered to be riskier than BUFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BUFSXBUFGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.37%

5.36%

+1.01%

Volatility (6M)

Calculated over the trailing 6-month period

13.84%

11.38%

+2.46%

Volatility (1Y)

Calculated over the trailing 1-year period

23.32%

21.59%

+1.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.65%

21.32%

+3.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.50%

20.63%

+3.87%