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

Correlation

The correlation between BUFSX and FDG is 0.80, 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. 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.

50.00%100.00%150.00%200.00%JulyAugustSeptemberOctoberNovemberDecember
45.49%
175.33%
BUFSX
FDG

Key characteristics

Sharpe Ratio

BUFSX:

0.44

FDG:

2.56

Sortino Ratio

BUFSX:

0.76

FDG:

3.25

Omega Ratio

BUFSX:

1.09

FDG:

1.45

Calmar Ratio

BUFSX:

0.13

FDG:

2.25

Martin Ratio

BUFSX:

2.21

FDG:

14.99

Ulcer Index

BUFSX:

3.97%

FDG:

3.44%

Daily Std Dev

BUFSX:

19.74%

FDG:

20.10%

Max Drawdown

BUFSX:

-77.02%

FDG:

-43.69%

Current Drawdown

BUFSX:

-62.57%

FDG:

-3.05%

Returns By Period

In the year-to-date period, BUFSX achieves a 6.23% return, which is significantly lower than FDG's 48.62% return.


BUFSX

YTD

6.23%

1M

-1.06%

6M

8.54%

1Y

6.61%

5Y*

1.79%

10Y*

-7.26%

FDG

YTD

48.62%

1M

3.74%

6M

20.12%

1Y

49.13%

5Y*

N/A

10Y*

N/A

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. FDG - Expense Ratio Comparison

BUFSX has a 1.01% expense ratio, which is higher than FDG's 0.45% 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 FDG: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%

Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for BUFSX, currently valued at 0.44, compared to the broader market-1.000.001.002.003.004.000.442.56
The chart of Sortino ratio for BUFSX, currently valued at 0.76, compared to the broader market-2.000.002.004.006.008.0010.000.763.25
The chart of Omega ratio for BUFSX, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.003.501.091.45
The chart of Calmar ratio for BUFSX, currently valued at 0.19, compared to the broader market0.002.004.006.008.0010.0012.0014.000.192.25
The chart of Martin ratio for BUFSX, currently valued at 2.21, compared to the broader market0.0020.0040.0060.002.2114.99
BUFSX
FDG

The current BUFSX Sharpe Ratio is 0.44, which is lower than the FDG Sharpe Ratio of 2.56. 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.44
2.56
BUFSX
FDG

Dividends

BUFSX vs. FDG - Dividend Comparison

Neither BUFSX nor FDG has paid dividends to shareholders.


TTM2023202220212020
BUFSX
Buffalo Small Cap Fund
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%0.01%

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.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-39.54%
-3.05%
BUFSX
FDG

Volatility

BUFSX vs. FDG - Volatility Comparison

Buffalo Small Cap Fund (BUFSX) and American Century Focused Dynamic Growth ETF (FDG) have volatilities of 5.81% and 5.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.81%
5.71%
BUFSX
FDG
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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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