SABTX vs. BUFBX
SABTX (SA U.S. Value Fund) and BUFBX (Buffalo Flexible Income Fund) are both Large Cap Value Equities funds. Over the past 10 years, SABTX returned 12.00%/yr vs 9.64%/yr for BUFBX. Their correlation of 0.84 suggests significant overlap in exposure. SABTX charges 0.73%/yr vs 1.01%/yr for BUFBX.
Performance
SABTX vs. BUFBX - Performance Comparison
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Returns By Period
In the year-to-date period, SABTX achieves a 18.98% return, which is significantly higher than BUFBX's 8.19% return. Over the past 10 years, SABTX has outperformed BUFBX with an annualized return of 12.00%, while BUFBX has yielded a comparatively lower 9.64% annualized return.
SABTX
- 1D
- 0.97%
- 1M
- 3.76%
- YTD
- 18.98%
- 6M
- 18.21%
- 1Y
- 35.90%
- 3Y*
- 20.00%
- 5Y*
- 11.79%
- 10Y*
- 12.00%
BUFBX
- 1D
- 0.14%
- 1M
- -4.32%
- YTD
- 8.19%
- 6M
- 8.08%
- 1Y
- 14.07%
- 3Y*
- 12.42%
- 5Y*
- 10.40%
- 10Y*
- 9.64%
SABTX vs. BUFBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SABTX SA U.S. Value Fund | 18.98% | 17.69% | 11.32% | 11.82% | -6.35% | 27.06% | -2.04% | 24.85% | -12.14% | 18.45% |
BUFBX Buffalo Flexible Income Fund | 8.19% | 10.37% | 10.26% | 7.42% | 3.97% | 29.97% | -2.27% | 18.76% | -7.01% | 13.20% |
Correlation
The correlation between SABTX and BUFBX is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2000 | 0.84 |
Over the past year, the correlation between SABTX and BUFBX has dropped to 0.50 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
SABTX vs. BUFBX — Risk / Return Rank
SABTX
BUFBX
SABTX vs. BUFBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SA U.S. Value Fund (SABTX) and Buffalo Flexible Income Fund (BUFBX). 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.
| SABTX | BUFBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.86 | ||
| Sortino ratioReturn per unit of downside risk | +2.54 | ||
| Omega ratioGain probability vs. loss probability | 1.60 | 1.27 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 6.46 | 3.26 | +3.20 |
| Martin ratioReturn relative to average drawdown | 23.28 | 11.49 | +11.80 |
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Drawdowns
SABTX vs. BUFBX - Drawdown Comparison
The maximum SABTX drawdown since its inception was -66.96%, which is greater than BUFBX's maximum drawdown of -39.78%. Use the drawdown chart below to compare losses from any high point for SABTX and BUFBX.
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Drawdown Indicators
| SABTX | BUFBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.96% | -39.78% | -27.18% |
Max Drawdown (1Y)Largest decline over 1 year | -6.36% | -4.45% | -1.91% |
Max Drawdown (3Y)Largest decline over 3 years | -16.63% | -12.85% | -3.78% |
Max Drawdown (5Y)Largest decline over 5 years | -20.42% | -14.67% | -5.75% |
Max Drawdown (10Y)Largest decline over 10 years | -42.00% | -35.51% | -6.49% |
Current DrawdownCurrent decline from peak | -0.17% | -4.32% | +4.15% |
Average DrawdownAverage peak-to-trough decline | -11.30% | -4.72% | -6.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.26% | +0.48% |
Volatility
SABTX vs. BUFBX - Volatility Comparison
SA U.S. Value Fund (SABTX) has a higher volatility of 3.92% compared to Buffalo Flexible Income Fund (BUFBX) at 3.41%. This indicates that SABTX's price experiences larger fluctuations and is considered to be riskier than BUFBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SABTX | BUFBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 3.41% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 8.63% | 6.92% | +1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.98% | 9.19% | +2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.37% | 13.40% | +2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.19% | 15.61% | +3.58% |
SABTX vs. BUFBX - Expense Ratio Comparison
SABTX has a 0.73% expense ratio, which is lower than BUFBX's 1.01% expense ratio.
Dividends
SABTX vs. BUFBX - Dividend Comparison
SABTX's dividend yield for the trailing twelve months is around 3.26%, less than BUFBX's 8.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFBX Buffalo Flexible Income Fund | 8.42% | 9.10% | 3.77% | 3.48% | 4.16% | 5.57% | 3.33% | 2.73% | 6.01% | 5.49% | 2.39% | 3.67% |
SABTX SA U.S. Value Fund | 3.26% | 3.88% | 2.60% | 1.67% | 7.66% | 4.25% | 1.52% | 5.14% | 9.80% | 10.36% | 5.08% | 6.83% |
Frequently Asked Questions
SABTX and BUFBX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SABTX has higher volatility (3.92%) compared to BUFBX (3.41%). In terms of maximum drawdown, SABTX dropped -66.96% vs BUFBX's -39.78%.
SABTX currently has the higher Sharpe Ratio (3.44 vs 1.58), 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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