TBWIX vs. BUFIX
Compare and contrast key facts about Thornburg Better World International Fund (TBWIX) and Buffalo International Fund (BUFIX).
TBWIX is managed by Thornburg. It was launched on Sep 30, 2015. BUFIX is managed by Buffalo. It was launched on Sep 27, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBWIX or BUFIX.
Key characteristics
| TBWIX | BUFIX | |
|---|---|---|
| YTD Return | 11.84% | 7.28% |
| 1Y Return | 14.46% | 14.76% |
| 3Y Return (Ann) | -0.38% | -0.76% |
| 5Y Return (Ann) | 11.40% | 8.76% |
| Sharpe Ratio | 1.36 | 1.20 |
| Daily Std Dev | 11.11% | 12.90% |
| Max Drawdown | -32.65% | -55.09% |
| Current Drawdown | -2.07% | -3.02% |
Correlation
The correlation between TBWIX and BUFIX is 0.84, 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
TBWIX vs. BUFIX - Performance Comparison
In the year-to-date period, TBWIX achieves a 11.84% return, which is significantly higher than BUFIX's 7.28% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TBWIX vs. BUFIX - Expense Ratio Comparison
TBWIX has a 1.21% expense ratio, which is higher than BUFIX's 1.03% expense ratio.
Risk-Adjusted Performance
TBWIX vs. BUFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thornburg Better World International Fund (TBWIX) and Buffalo International Fund (BUFIX). 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
TBWIX vs. BUFIX - Dividend Comparison
TBWIX's dividend yield for the trailing twelve months is around 1.38%, more than BUFIX's 0.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBWIX Thornburg Better World International Fund | 1.38% | 1.55% | 0.87% | 15.10% | 0.40% | 1.29% | 10.14% | 3.53% | 5.99% | 0.00% | 0.00% | 0.00% |
BUFIX Buffalo International Fund | 0.55% | 0.59% | 1.85% | 1.20% | 0.28% | 0.57% | 2.42% | 0.36% | 1.03% | 0.51% | 0.53% | 0.18% |
Drawdowns
TBWIX vs. BUFIX - Drawdown Comparison
The maximum TBWIX drawdown since its inception was -32.65%, smaller than the maximum BUFIX drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for TBWIX and BUFIX. For additional features, visit the drawdowns tool.
Volatility
TBWIX vs. BUFIX - Volatility Comparison
The current volatility for Thornburg Better World International Fund (TBWIX) is 2.83%, while Buffalo International Fund (BUFIX) has a volatility of 4.33%. This indicates that TBWIX experiences smaller price fluctuations and is considered to be less risky than BUFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.