BUFTX vs. PKSFX
BUFTX (Buffalo Discovery Fund) and PKSFX (Virtus KAR Small-Cap Core Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, BUFTX returned 7.17%/yr vs 15.22%/yr for PKSFX. Their correlation of 0.84 means they have usually moved in the same direction. Both charge a 1.00% expense ratio.
Performance
BUFTX vs. PKSFX - Performance Comparison
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Returns By Period
In the year-to-date period, BUFTX achieves a -2.93% return, which is significantly lower than PKSFX's 9.04% return. Over the past 10 years, BUFTX has underperformed PKSFX with an annualized return of 7.17%, while PKSFX has yielded a comparatively higher 15.22% annualized return.
BUFTX
- 1D
- 2.42%
- 1M
- -0.87%
- 6M
- 1.00%
- YTD
- -2.93%
- 1Y
- -8.70%
- 3Y*
- 2.96%
- 5Y*
- -2.05%
- 10Y*
- 7.17%
- ALL TIME*
- 8.08%
PKSFX
- 1D
- 1.78%
- 1M
- -1.14%
- 6M
- 1.69%
- YTD
- 9.04%
- 1Y
- 6.30%
- 3Y*
- 9.61%
- 5Y*
- 8.40%
- 10Y*
- 15.22%
- ALL TIME*
- 10.90%
Liquidity Comparison
| Position | Avg. 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. PKSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUFTX Buffalo Discovery Fund | -2.93% | -1.83% | 5.31% | 24.30% | -28.78% | 11.55% | 33.90% | 31.62% | -6.52% | 25.43% |
PKSFX Virtus KAR Small-Cap Core Fund | 9.04% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Correlation
The correlation between BUFTX and PKSFX is 0.63, 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. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Apr 16, 2001 | 0.84 |
Over the past year, the correlation between BUFTX and PKSFX has dropped to 0.63 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
BUFTX vs. PKSFX — Risk / Return Rank
BUFTX
PKSFX
BUFTX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Buffalo Discovery Fund (BUFTX) and Virtus KAR Small-Cap Core Fund (PKSFX). 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.
| BUFTX | PKSFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.36 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.09 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | 0.69 | -1.08 |
| Martin ratioReturn relative to average drawdown | -0.85 | 1.38 | -2.23 |
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Drawdowns
BUFTX vs. PKSFX - Drawdown Comparison
The maximum BUFTX drawdown since its inception was -60.45%, which is greater than PKSFX's maximum drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for BUFTX and PKSFX.
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Drawdown Indicators
| BUFTX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.45% | -54.46% | -5.99% |
Max Drawdown (1Y)Largest decline over 1 year | -17.96% | -11.19% | -6.77% |
Max Drawdown (3Y)Largest decline over 3 years | -22.10% | -21.82% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -36.36% | -22.02% | -14.34% |
Max Drawdown (10Y)Largest decline over 10 years | -36.36% | -33.45% | -2.91% |
Current DrawdownCurrent decline from peak | -13.91% | -2.72% | -11.19% |
Average DrawdownAverage peak-to-trough decline | -11.34% | -7.15% | -4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.32% | 5.62% | +2.70% |
Volatility
BUFTX vs. PKSFX - Volatility Comparison
Buffalo Discovery Fund (BUFTX) has a higher volatility of 6.19% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 4.60%. This indicates that BUFTX's price experiences larger fluctuations and is considered to be riskier than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUFTX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 4.60% | +1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 13.71% | 11.14% | +2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.96% | 15.74% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.32% | 18.01% | +3.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.47% | 18.82% | +1.65% |
BUFTX vs. PKSFX - Expense Ratio Comparison
Both BUFTX and PKSFX have an expense ratio of 1.00%.
Dividends
BUFTX vs. PKSFX - Dividend Comparison
BUFTX's dividend yield for the trailing twelve months is around 21.78%, more than PKSFX's 13.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFTX Buffalo Discovery Fund | 21.78% | 21.15% | 10.00% | 0.00% | 7.08% | 15.11% | 7.98% | 14.81% | 7.01% | 4.64% | 0.00% | 7.56% |
PKSFX Virtus KAR Small-Cap Core Fund | 13.11% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Frequently Asked Questions
BUFTX and PKSFX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BUFTX has higher volatility (6.19%) compared to PKSFX (4.60%). In terms of maximum drawdown, BUFTX dropped -60.45% vs PKSFX's -54.46%.
PKSFX currently has the higher Sharpe Ratio (0.49 vs -0.42), 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.
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