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

Correlation

The correlation between BUFSX and FSSNX is 0.91, 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.


-0.50.00.51.00.9

Performance

BUFSX vs. FSSNX - Performance Comparison

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

0.00%100.00%200.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
-35.92%
300.81%
BUFSX
FSSNX

Key characteristics

Sharpe Ratio

BUFSX:

0.44

FSSNX:

0.66

Sortino Ratio

BUFSX:

0.76

FSSNX:

1.07

Omega Ratio

BUFSX:

1.09

FSSNX:

1.13

Calmar Ratio

BUFSX:

0.13

FSSNX:

0.73

Martin Ratio

BUFSX:

2.21

FSSNX:

3.49

Ulcer Index

BUFSX:

3.97%

FSSNX:

3.94%

Daily Std Dev

BUFSX:

19.74%

FSSNX:

20.75%

Max Drawdown

BUFSX:

-77.02%

FSSNX:

-41.72%

Current Drawdown

BUFSX:

-62.57%

FSSNX:

-8.88%

Returns By Period

In the year-to-date period, BUFSX achieves a 6.23% return, which is significantly lower than FSSNX's 11.21% return. Over the past 10 years, BUFSX has underperformed FSSNX with an annualized return of -7.26%, while FSSNX has yielded a comparatively higher 8.00% annualized return.


BUFSX

YTD

6.23%

1M

-1.06%

6M

8.54%

1Y

6.61%

5Y*

1.79%

10Y*

-7.26%

FSSNX

YTD

11.21%

1M

-4.30%

6M

10.72%

1Y

11.84%

5Y*

7.39%

10Y*

8.00%

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. FSSNX - Expense Ratio Comparison

BUFSX has a 1.01% expense ratio, which is higher than FSSNX's 0.03% 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 FSSNX: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

BUFSX vs. FSSNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and Fidelity Small Cap Index Fund (FSSNX). 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-1.000.001.002.003.004.000.440.66
The chart of Sortino ratio for BUFSX, currently valued at 0.76, compared to the broader market-2.000.002.004.006.008.0010.000.761.07
The chart of Omega ratio for BUFSX, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.003.501.091.13
The chart of Calmar ratio for BUFSX, currently valued at 0.13, compared to the broader market0.002.004.006.008.0010.0012.0014.000.130.73
The chart of Martin ratio for BUFSX, currently valued at 2.21, compared to the broader market0.0020.0040.0060.002.213.49
BUFSX
FSSNX

The current BUFSX Sharpe Ratio is 0.44, which is lower than the FSSNX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of BUFSX and FSSNX, 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 Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.44
0.66
BUFSX
FSSNX

Dividends

BUFSX vs. FSSNX - Dividend Comparison

BUFSX has not paid dividends to shareholders, while FSSNX's dividend yield for the trailing twelve months is around 0.12%.


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%
FSSNX
Fidelity Small Cap Index Fund
0.12%1.43%1.26%1.26%0.94%1.32%1.33%1.15%1.24%2.80%4.80%2.82%

Drawdowns

BUFSX vs. FSSNX - Drawdown Comparison

The maximum BUFSX drawdown since its inception was -77.02%, which is greater than FSSNX's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for BUFSX and FSSNX. 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%
-8.88%
BUFSX
FSSNX

Volatility

BUFSX vs. FSSNX - Volatility Comparison

Buffalo Small Cap Fund (BUFSX) and Fidelity Small Cap Index Fund (FSSNX) have volatilities of 5.81% and 6.11%, 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.81%
6.11%
BUFSX
FSSNX
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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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