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

Correlation

The correlation between BUFSX and FDG is 0.78, 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.


Performance

BUFSX vs. FDG - Performance Comparison

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

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Key characteristics

Sharpe Ratio

BUFSX:

-0.01

FDG:

0.89

Sortino Ratio

BUFSX:

0.12

FDG:

1.37

Omega Ratio

BUFSX:

1.02

FDG:

1.18

Calmar Ratio

BUFSX:

-0.01

FDG:

0.94

Martin Ratio

BUFSX:

-0.11

FDG:

2.92

Ulcer Index

BUFSX:

8.63%

FDG:

8.37%

Daily Std Dev

BUFSX:

24.45%

FDG:

28.02%

Max Drawdown

BUFSX:

-77.02%

FDG:

-43.69%

Current Drawdown

BUFSX:

-64.96%

FDG:

-7.38%

Returns By Period

In the year-to-date period, BUFSX achieves a -5.65% return, which is significantly lower than FDG's -1.94% return.


BUFSX

YTD

-5.65%

1M

10.99%

6M

-10.34%

1Y

-0.21%

5Y*

0.91%

10Y*

-7.96%

FDG

YTD

-1.94%

1M

15.02%

6M

-0.99%

1Y

24.80%

5Y*

15.87%

10Y*

N/A

*Annualized

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BUFSX vs. FDG - Expense Ratio Comparison

BUFSX has a 1.01% expense ratio, which is higher than FDG's 0.45% expense ratio.


Risk-Adjusted Performance

BUFSX vs. FDG — Risk-Adjusted Performance Rank

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

BUFSX
The Risk-Adjusted Performance Rank of BUFSX is 1616
Overall Rank
The Sharpe Ratio Rank of BUFSX is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFSX is 1717
Sortino Ratio Rank
The Omega Ratio Rank of BUFSX is 1717
Omega Ratio Rank
The Calmar Ratio Rank of BUFSX is 1616
Calmar Ratio Rank
The Martin Ratio Rank of BUFSX is 1515
Martin Ratio Rank

FDG
The Risk-Adjusted Performance Rank of FDG is 7575
Overall Rank
The Sharpe Ratio Rank of FDG is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of FDG is 7777
Sortino Ratio Rank
The Omega Ratio Rank of FDG is 7676
Omega Ratio Rank
The Calmar Ratio Rank of FDG is 7878
Calmar Ratio Rank
The Martin Ratio Rank of FDG is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BUFSX vs. FDG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and American Century Focused Dynamic Growth ETF (FDG). 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.


The current BUFSX Sharpe Ratio is -0.01, which is lower than the FDG Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of BUFSX and FDG, 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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Dividends

BUFSX vs. FDG - Dividend Comparison

Neither BUFSX nor FDG has paid dividends to shareholders.


TTM20242023202220212020
BUFSX
Buffalo Small Cap Fund
0.00%0.00%0.00%0.00%0.00%0.00%
FDG
American Century Focused Dynamic Growth ETF
0.00%0.00%0.00%0.00%0.00%0.01%

Drawdowns

BUFSX vs. FDG - Drawdown Comparison

The maximum BUFSX drawdown since its inception was -77.02%, which is greater than FDG's maximum drawdown of -43.69%. Use the drawdown chart below to compare losses from any high point for BUFSX and FDG. For additional features, visit the drawdowns tool.


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Volatility

BUFSX vs. FDG - Volatility Comparison

The current volatility for Buffalo Small Cap Fund (BUFSX) is 6.84%, while American Century Focused Dynamic Growth ETF (FDG) has a volatility of 8.06%. This indicates that BUFSX experiences smaller price fluctuations and is considered to be less risky than FDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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