IOBZX vs. BUFHX
Compare and contrast key facts about ICON FlexibleBondFund (IOBZX) and Buffalo High Yield Fund (BUFHX).
IOBZX is managed by ICON Funds. It was launched on May 5, 2004. BUFHX is managed by Buffalo. It was launched on May 19, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IOBZX or BUFHX.
Correlation
The correlation between IOBZX and BUFHX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IOBZX vs. BUFHX - Performance Comparison
Key characteristics
IOBZX:
2.52
BUFHX:
2.34
IOBZX:
3.45
BUFHX:
2.86
IOBZX:
1.56
BUFHX:
1.62
IOBZX:
2.16
BUFHX:
1.62
IOBZX:
12.06
BUFHX:
8.59
IOBZX:
0.53%
BUFHX:
0.72%
IOBZX:
2.53%
BUFHX:
2.64%
IOBZX:
-15.53%
BUFHX:
-25.14%
IOBZX:
-2.03%
BUFHX:
-2.61%
Returns By Period
In the year-to-date period, IOBZX achieves a -0.12% return, which is significantly higher than BUFHX's -1.16% return. Over the past 10 years, IOBZX has underperformed BUFHX with an annualized return of 3.80%, while BUFHX has yielded a comparatively higher 4.89% annualized return.
IOBZX
-0.12%
-1.81%
0.21%
6.39%
5.27%
3.80%
BUFHX
-1.16%
-1.97%
0.45%
6.21%
7.77%
4.89%
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IOBZX vs. BUFHX - Expense Ratio Comparison
IOBZX has a 0.76% expense ratio, which is lower than BUFHX's 1.02% expense ratio.
Risk-Adjusted Performance
IOBZX vs. BUFHX — Risk-Adjusted Performance Rank
IOBZX
BUFHX
IOBZX vs. BUFHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ICON FlexibleBondFund (IOBZX) and Buffalo High Yield Fund (BUFHX). 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.
Dividends
IOBZX vs. BUFHX - Dividend Comparison
IOBZX's dividend yield for the trailing twelve months is around 6.65%, less than BUFHX's 6.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IOBZX ICON FlexibleBondFund | 6.65% | 6.71% | 6.53% | 5.23% | 4.92% | 4.05% | 4.67% | 4.11% | 4.06% | 3.32% | 4.00% | 4.77% |
BUFHX Buffalo High Yield Fund | 6.97% | 7.46% | 6.41% | 8.05% | 7.24% | 4.11% | 4.21% | 5.17% | 4.57% | 6.70% | 5.51% | 4.60% |
Drawdowns
IOBZX vs. BUFHX - Drawdown Comparison
The maximum IOBZX drawdown since its inception was -15.53%, smaller than the maximum BUFHX drawdown of -25.14%. Use the drawdown chart below to compare losses from any high point for IOBZX and BUFHX. For additional features, visit the drawdowns tool.
Volatility
IOBZX vs. BUFHX - Volatility Comparison
The current volatility for ICON FlexibleBondFund (IOBZX) is 1.52%, while Buffalo High Yield Fund (BUFHX) has a volatility of 1.99%. This indicates that IOBZX experiences smaller price fluctuations and is considered to be less risky than BUFHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.