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

Correlation

The correlation between BUFTX and VOO is 0.80, 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

BUFTX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo Discovery Fund (BUFTX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BUFTX:

14.09%

VOO:

19.11%

Max Drawdown

BUFTX:

-0.72%

VOO:

-33.99%

Current Drawdown

BUFTX:

-0.40%

VOO:

-7.67%

Returns By Period


BUFTX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VOO

YTD

-3.41%

1M

5.73%

6M

-5.06%

1Y

9.79%

5Y*

16.35%

10Y*

12.31%

*Annualized

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BUFTX vs. VOO - Expense Ratio Comparison

BUFTX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.


Risk-Adjusted Performance

BUFTX vs. VOO — 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 99
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFTX is 88
Sortino Ratio Rank
The Omega Ratio Rank of BUFTX is 88
Omega Ratio Rank
The Calmar Ratio Rank of BUFTX is 1010
Calmar Ratio Rank
The Martin Ratio Rank of BUFTX is 77
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 6464
Overall Rank
The Sharpe Ratio Rank of VOO is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 6262
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 6565
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. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Discovery Fund (BUFTX) and Vanguard S&P 500 ETF (VOO). 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.



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Dividends

BUFTX vs. VOO - Dividend Comparison

BUFTX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.34%.


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%
VOO
Vanguard S&P 500 ETF
1.34%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

BUFTX vs. VOO - Drawdown Comparison

The maximum BUFTX drawdown since its inception was -0.72%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BUFTX and VOO. For additional features, visit the drawdowns tool.


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Volatility

BUFTX vs. VOO - Volatility Comparison


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