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BUFTX vs. FMIMX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BUFTX and FMIMX is 0.81, 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

BUFTX vs. FMIMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo Discovery Fund (BUFTX) and FMI Common Stock Fund (FMIMX). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025
4.19%
8.05%
BUFTX
FMIMX

Key characteristics

Sharpe Ratio

BUFTX:

0.11

FMIMX:

0.76

Sortino Ratio

BUFTX:

0.24

FMIMX:

1.18

Omega Ratio

BUFTX:

1.04

FMIMX:

1.14

Calmar Ratio

BUFTX:

0.06

FMIMX:

1.23

Martin Ratio

BUFTX:

0.32

FMIMX:

3.21

Ulcer Index

BUFTX:

6.02%

FMIMX:

3.88%

Daily Std Dev

BUFTX:

17.95%

FMIMX:

16.37%

Max Drawdown

BUFTX:

-55.81%

FMIMX:

-59.12%

Current Drawdown

BUFTX:

-28.80%

FMIMX:

-5.06%

Returns By Period

In the year-to-date period, BUFTX achieves a 6.45% return, which is significantly higher than FMIMX's 4.82% return. Over the past 10 years, BUFTX has underperformed FMIMX with an annualized return of 2.00%, while FMIMX has yielded a comparatively higher 3.90% annualized return.


BUFTX

YTD

6.45%

1M

6.45%

6M

4.19%

1Y

2.29%

5Y*

0.06%

10Y*

2.00%

FMIMX

YTD

4.82%

1M

4.82%

6M

8.05%

1Y

13.09%

5Y*

9.20%

10Y*

3.90%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BUFTX vs. FMIMX - Expense Ratio Comparison

BUFTX has a 1.00% expense ratio, which is lower than FMIMX's 1.01% expense ratio.


FMIMX
FMI Common Stock Fund
Expense ratio chart for FMIMX: 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 BUFTX: current value at 1.00% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.00%

Risk-Adjusted Performance

BUFTX vs. FMIMX — Risk-Adjusted Performance Rank

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

BUFTX
The Risk-Adjusted Performance Rank of BUFTX is 88
Overall Rank
The Sharpe Ratio Rank of BUFTX is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFTX is 77
Sortino Ratio Rank
The Omega Ratio Rank of BUFTX is 88
Omega Ratio Rank
The Calmar Ratio Rank of BUFTX is 77
Calmar Ratio Rank
The Martin Ratio Rank of BUFTX is 88
Martin Ratio Rank

FMIMX
The Risk-Adjusted Performance Rank of FMIMX is 4747
Overall Rank
The Sharpe Ratio Rank of FMIMX is 3838
Sharpe Ratio Rank
The Sortino Ratio Rank of FMIMX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of FMIMX is 3535
Omega Ratio Rank
The Calmar Ratio Rank of FMIMX is 7373
Calmar Ratio Rank
The Martin Ratio Rank of FMIMX is 4646
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.

BUFTX vs. FMIMX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Discovery Fund (BUFTX) and FMI Common Stock Fund (FMIMX). 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 BUFTX, currently valued at 0.11, compared to the broader market-1.000.001.002.003.004.000.110.76
The chart of Sortino ratio for BUFTX, currently valued at 0.24, compared to the broader market0.002.004.006.008.0010.0012.000.241.18
The chart of Omega ratio for BUFTX, currently valued at 1.04, compared to the broader market1.002.003.004.001.041.14
The chart of Calmar ratio for BUFTX, currently valued at 0.06, compared to the broader market0.005.0010.0015.000.061.23
The chart of Martin ratio for BUFTX, currently valued at 0.32, compared to the broader market0.0020.0040.0060.0080.000.323.21
BUFTX
FMIMX

The current BUFTX Sharpe Ratio is 0.11, which is lower than the FMIMX Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of BUFTX and FMIMX, 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 Ratio0.000.501.001.502.00SeptemberOctoberNovemberDecember2025
0.11
0.76
BUFTX
FMIMX

Dividends

BUFTX vs. FMIMX - Dividend Comparison

BUFTX has not paid dividends to shareholders, while FMIMX's dividend yield for the trailing twelve months is around 0.20%.


TTM20242023202220212020201920182017201620152014
BUFTX
Buffalo Discovery 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%
FMIMX
FMI Common Stock Fund
0.20%0.21%0.27%0.14%0.33%0.76%0.43%0.44%0.02%0.00%0.00%12.38%

Drawdowns

BUFTX vs. FMIMX - Drawdown Comparison

The maximum BUFTX drawdown since its inception was -55.81%, smaller than the maximum FMIMX drawdown of -59.12%. Use the drawdown chart below to compare losses from any high point for BUFTX and FMIMX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025
-28.80%
-5.06%
BUFTX
FMIMX

Volatility

BUFTX vs. FMIMX - Volatility Comparison

Buffalo Discovery Fund (BUFTX) has a higher volatility of 4.22% compared to FMI Common Stock Fund (FMIMX) at 3.52%. This indicates that BUFTX's price experiences larger fluctuations and is considered to be riskier than FMIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025
4.22%
3.52%
BUFTX
FMIMX
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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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