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IMANX vs. BUFEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IMANX vs. BUFEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Iman Fund (IMANX) and Buffalo Large Cap Fund (BUFEX). The values are adjusted to include any dividend payments, if applicable.

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IMANX vs. BUFEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IMANX
Iman Fund
1.11%17.91%20.60%29.36%-29.79%17.07%19.88%34.69%-6.17%28.52%
BUFEX
Buffalo Large Cap Fund
-6.83%16.27%28.86%40.39%-28.64%25.55%28.08%31.76%-1.60%24.86%

Returns By Period

In the year-to-date period, IMANX achieves a 1.11% return, which is significantly higher than BUFEX's -6.83% return. Over the past 10 years, IMANX has underperformed BUFEX with an annualized return of 12.58%, while BUFEX has yielded a comparatively higher 14.41% annualized return.


IMANX

1D
0.84%
1M
-3.13%
YTD
1.11%
6M
3.47%
1Y
26.44%
3Y*
18.14%
5Y*
8.27%
10Y*
12.58%

BUFEX

1D
0.90%
1M
-3.52%
YTD
-6.83%
6M
-6.60%
1Y
16.57%
3Y*
19.91%
5Y*
10.89%
10Y*
14.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IMANX vs. BUFEX - Expense Ratio Comparison

IMANX has a 1.28% expense ratio, which is higher than BUFEX's 0.93% expense ratio.


Return for Risk

IMANX vs. BUFEX — Risk / Return Rank

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

IMANX
IMANX Risk / Return Rank: 7373
Overall Rank
IMANX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
IMANX Sortino Ratio Rank: 7171
Sortino Ratio Rank
IMANX Omega Ratio Rank: 6565
Omega Ratio Rank
IMANX Calmar Ratio Rank: 8080
Calmar Ratio Rank
IMANX Martin Ratio Rank: 8484
Martin Ratio Rank

BUFEX
BUFEX Risk / Return Rank: 3434
Overall Rank
BUFEX Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
BUFEX Sortino Ratio Rank: 3636
Sortino Ratio Rank
BUFEX Omega Ratio Rank: 3535
Omega Ratio Rank
BUFEX Calmar Ratio Rank: 3737
Calmar Ratio Rank
BUFEX Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IMANX vs. BUFEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Iman Fund (IMANX) and Buffalo Large Cap Fund (BUFEX). 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.


IMANXBUFEXDifference

Sharpe ratio

Return per unit of total volatility

1.34

0.86

+0.48

Sortino ratio

Return per unit of downside risk

2.00

1.37

+0.63

Omega ratio

Gain probability vs. loss probability

1.28

1.19

+0.09

Calmar ratio

Return relative to maximum drawdown

2.22

1.31

+0.91

Martin ratio

Return relative to average drawdown

9.73

4.53

+5.20

IMANX vs. BUFEX - Sharpe Ratio Comparison

The current IMANX Sharpe Ratio is 1.34, which is higher than the BUFEX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of IMANX and BUFEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IMANXBUFEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.34

0.86

+0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.55

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

0.74

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.54

-0.25

Correlation

The correlation between IMANX and BUFEX is 0.91, 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.


Dividends

IMANX vs. BUFEX - Dividend Comparison

IMANX's dividend yield for the trailing twelve months is around 0.12%, less than BUFEX's 7.24% yield.


TTM20252024202320222021202020192018201720162015
IMANX
Iman Fund
0.12%0.12%0.00%0.00%1.43%20.20%2.72%12.50%12.25%8.71%7.93%4.32%
BUFEX
Buffalo Large Cap Fund
7.24%6.75%3.65%0.03%3.07%25.69%0.14%1.42%6.00%5.33%0.00%6.83%

Drawdowns

IMANX vs. BUFEX - Drawdown Comparison

The maximum IMANX drawdown since its inception was -56.64%, roughly equal to the maximum BUFEX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for IMANX and BUFEX.


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Drawdown Indicators


IMANXBUFEXDifference

Max Drawdown

Largest peak-to-trough decline

-56.64%

-54.12%

-2.52%

Max Drawdown (1Y)

Largest decline over 1 year

-10.58%

-13.76%

+3.18%

Max Drawdown (5Y)

Largest decline over 5 years

-36.32%

-32.54%

-3.78%

Max Drawdown (10Y)

Largest decline over 10 years

-36.32%

-32.54%

-3.78%

Current Drawdown

Current decline from peak

-6.58%

-9.96%

+3.38%

Average Drawdown

Average peak-to-trough decline

-16.81%

-9.27%

-7.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.88%

3.98%

-1.10%

Volatility

IMANX vs. BUFEX - Volatility Comparison

Iman Fund (IMANX) has a higher volatility of 6.76% compared to Buffalo Large Cap Fund (BUFEX) at 6.37%. This indicates that IMANX's price experiences larger fluctuations and is considered to be riskier than BUFEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IMANXBUFEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.76%

6.37%

+0.39%

Volatility (6M)

Calculated over the trailing 6-month period

12.33%

11.21%

+1.12%

Volatility (1Y)

Calculated over the trailing 1-year period

20.53%

20.35%

+0.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.56%

19.73%

+0.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.68%

19.45%

+1.23%