PortfoliosLab logo
BUFSX vs. PVIVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BUFSX and PVIVX is 0.79, 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. PVIVX - Performance Comparison

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

Loading data...

Key characteristics

Sharpe Ratio

BUFSX:

-0.04

PVIVX:

-0.42

Sortino Ratio

BUFSX:

0.16

PVIVX:

-0.38

Omega Ratio

BUFSX:

1.02

PVIVX:

0.95

Calmar Ratio

BUFSX:

-0.00

PVIVX:

-0.35

Martin Ratio

BUFSX:

-0.03

PVIVX:

-0.90

Ulcer Index

BUFSX:

8.74%

PVIVX:

12.83%

Daily Std Dev

BUFSX:

24.49%

PVIVX:

29.59%

Max Drawdown

BUFSX:

-77.02%

PVIVX:

-54.12%

Current Drawdown

BUFSX:

-64.69%

PVIVX:

-21.05%

Returns By Period

In the year-to-date period, BUFSX achieves a -4.91% return, which is significantly higher than PVIVX's -11.05% return. Over the past 10 years, BUFSX has underperformed PVIVX with an annualized return of -8.00%, while PVIVX has yielded a comparatively higher 5.63% annualized return.


BUFSX

YTD

-4.91%

1M

12.66%

6M

-5.10%

1Y

-0.91%

5Y*

0.61%

10Y*

-8.00%

PVIVX

YTD

-11.05%

1M

15.60%

6M

-13.94%

1Y

-12.27%

5Y*

14.37%

10Y*

5.63%

*Annualized

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. PVIVX - Expense Ratio Comparison

BUFSX has a 1.01% expense ratio, which is lower than PVIVX's 1.25% expense ratio.


Risk-Adjusted Performance

BUFSX vs. PVIVX — 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 1717
Overall Rank
The Sharpe Ratio Rank of BUFSX is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFSX is 1818
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 1616
Martin Ratio Rank

PVIVX
The Risk-Adjusted Performance Rank of PVIVX is 44
Overall Rank
The Sharpe Ratio Rank of PVIVX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of PVIVX is 44
Sortino Ratio Rank
The Omega Ratio Rank of PVIVX is 55
Omega Ratio Rank
The Calmar Ratio Rank of PVIVX is 22
Calmar Ratio Rank
The Martin Ratio Rank of PVIVX is 33
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. PVIVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Small Cap Fund (BUFSX) and Paradigm Micro-cap Fund (PVIVX). 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 -0.04, which is higher than the PVIVX Sharpe Ratio of -0.42. The chart below compares the historical Sharpe Ratios of BUFSX and PVIVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

BUFSX vs. PVIVX - Dividend Comparison

Neither BUFSX nor PVIVX has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
BUFSX
Buffalo Small Cap Fund
0.00%0.00%0.00%0.00%13.53%9.01%9.14%31.02%30.30%25.19%70.18%10.32%
PVIVX
Paradigm Micro-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%

Drawdowns

BUFSX vs. PVIVX - Drawdown Comparison

The maximum BUFSX drawdown since its inception was -77.02%, which is greater than PVIVX's maximum drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for BUFSX and PVIVX. For additional features, visit the drawdowns tool.


Loading data...

Volatility

BUFSX vs. PVIVX - Volatility Comparison

The current volatility for Buffalo Small Cap Fund (BUFSX) is 6.78%, while Paradigm Micro-cap Fund (PVIVX) has a volatility of 9.01%. This indicates that BUFSX experiences smaller price fluctuations and is considered to be less risky than PVIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...