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BUFTX vs. FMIMX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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.

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Returns By Period

In the year-to-date period, BUFTX achieves a -5.48% return, which is significantly lower than FMIMX's 18.51% return. Over the past 10 years, BUFTX has underperformed FMIMX with an annualized return of 6.99%, while FMIMX has yielded a comparatively higher 11.95% annualized return.


BUFTX

1D
2.96%
1M
-3.48%
6M
-4.52%
YTD
-5.48%
1Y
-9.52%
3Y*
1.06%
5Y*
-2.66%
10Y*
6.99%
ALL TIME*
7.97%

FMIMX

1D
-0.78%
1M
2.67%
6M
11.88%
YTD
18.51%
1Y
17.90%
3Y*
12.77%
5Y*
10.68%
10Y*
11.95%
ALL TIME*
9.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

BUFTX vs. FMIMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BUFTX
Buffalo Discovery Fund
-5.48%-1.83%5.31%24.30%-28.78%11.55%33.90%31.62%-6.52%25.43%
FMIMX
FMI Common Stock Fund
18.51%2.12%10.38%24.85%-5.95%30.52%5.79%24.80%-8.77%13.92%

Correlation

The correlation between BUFTX and FMIMX is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.60

Correlation (3Y)
Balances recent behavior with more history.

0.73

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.78

Correlation (10Y)
Provides a long-term view across more market conditions.

0.73

Correlation (All Time)
Calculated using the full available price history since Apr 16, 2001

0.80

Over the past year, the correlation between BUFTX and FMIMX has dropped to 0.60 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.

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Return for Risk

BUFTX vs. FMIMX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BUFTX
BUFTX Risk / Return Rank: 11
Overall Rank
BUFTX Sharpe Ratio Rank: 11
Sharpe Ratio Rank
BUFTX Sortino Ratio Rank: 11
Sortino Ratio Rank
BUFTX Omega Ratio Rank: 11
Omega Ratio Rank
BUFTX Calmar Ratio Rank: 11
Calmar Ratio Rank
BUFTX Martin Ratio Rank: 00
Martin Ratio Rank

FMIMX
FMIMX Risk / Return Rank: 2525
Overall Rank
FMIMX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
FMIMX Sortino Ratio Rank: 2929
Sortino Ratio Rank
FMIMX Omega Ratio Rank: 2525
Omega Ratio Rank
FMIMX Calmar Ratio Rank: 2424
Calmar Ratio Rank
FMIMX Martin Ratio Rank: 2020
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BUFTX vs. FMIMX - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BUFTXFMIMXDifference
Sharpe ratioReturn per unit of total volatility

-1.57

Sortino ratioReturn per unit of downside risk

-2.34

Omega ratioGain probability vs. loss probability

0.90

1.16

-0.26

Calmar ratioReturn relative to maximum drawdown

-0.67

1.09

-1.76

Martin ratioReturn relative to average drawdown

-1.46

2.71

-4.17

BUFTX vs. FMIMX - Sharpe Ratio Comparison

The current BUFTX Sharpe Ratio is -0.72, which is lower than the FMIMX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of BUFTX and FMIMX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BUFTX vs. FMIMX - Drawdown Comparison

The maximum BUFTX drawdown since its inception was -60.45%, roughly equal to the maximum FMIMX drawdown of -59.09%. Use the drawdown chart below to compare losses from any high point for BUFTX and FMIMX.


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Drawdown Indicators


BUFTXFMIMXDifference

Max Drawdown

Largest peak-to-trough decline

-60.45%

-59.09%

-1.36%

Max Drawdown (1Y)

Largest decline over 1 year

-18.16%

-13.80%

-4.36%

Max Drawdown (3Y)

Largest decline over 3 years

-22.10%

-21.31%

-0.79%

Max Drawdown (5Y)

Largest decline over 5 years

-36.36%

-21.31%

-15.05%

Max Drawdown (10Y)

Largest decline over 10 years

-36.36%

-38.07%

+1.71%

Current Drawdown

Current decline from peak

-16.18%

-0.78%

-15.40%

Average Drawdown

Average peak-to-trough decline

-11.34%

-10.42%

-0.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.11%

5.56%

+3.55%

Volatility

BUFTX vs. FMIMX - Volatility Comparison

Buffalo Discovery Fund (BUFTX) has a higher volatility of 5.67% compared to FMI Common Stock Fund (FMIMX) at 5.12%. 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.


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Volatility by Period


BUFTXFMIMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.67%

5.12%

+0.55%

Volatility (6M)

Calculated over the trailing 6-month period

13.61%

12.67%

+0.94%

Volatility (1Y)

Calculated over the trailing 1-year period

16.87%

17.58%

-0.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.30%

18.65%

+2.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.45%

19.23%

+1.22%

BUFTX vs. FMIMX - Expense Ratio Comparison

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


Dividends

BUFTX vs. FMIMX - Dividend Comparison

BUFTX's dividend yield for the trailing twelve months is around 22.37%, more than FMIMX's 11.17% yield.


PositionTTM20252024202320222021202020192018201720162015
BUFTX
Buffalo Discovery Fund
22.37%21.15%10.00%0.00%7.08%15.11%7.98%14.81%7.01%4.64%0.00%7.56%
FMIMX
FMI Common Stock Fund
11.17%13.24%2.01%2.84%6.65%12.44%0.76%4.93%10.17%11.82%4.92%10.77%

Frequently Asked Questions


BUFTX and FMIMX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BUFTX has higher volatility (5.67%) compared to FMIMX (5.12%). In terms of maximum drawdown, BUFTX dropped -60.45% vs FMIMX's -59.09%.

FMIMX currently has the higher Sharpe Ratio (0.86 vs -0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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