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.
Performance
TBWIX vs. BUFIX - Performance Comparison
Returns By Period
In the year-to-date period, TBWIX achieves a 7.36% return, which is significantly higher than BUFIX's -0.38% return.
TBWIX
7.36%
-4.40%
-0.69%
12.61%
6.87%
N/A
BUFIX
-0.38%
-7.58%
-5.47%
5.98%
5.67%
6.64%
Key characteristics
| TBWIX | BUFIX | |
|---|---|---|
| Sharpe Ratio | 1.07 | 0.53 |
| Sortino Ratio | 1.54 | 0.84 |
| Omega Ratio | 1.19 | 1.10 |
| Calmar Ratio | 0.45 | 0.39 |
| Martin Ratio | 5.06 | 2.35 |
| Ulcer Index | 2.41% | 2.91% |
| Daily Std Dev | 11.43% | 12.84% |
| Max Drawdown | -41.06% | -55.11% |
| Current Drawdown | -17.73% | -12.14% |
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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.
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.
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 1.44%, more than BUFIX's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBWIX Thornburg Better World International Fund | 1.44% | 1.55% | 0.87% | 0.25% | 0.40% | 1.17% | 1.95% | 1.05% | 0.50% | 0.00% | 0.00% | 0.00% |
BUFIX Buffalo International Fund | 0.59% | 0.59% | 0.46% | 0.08% | 0.27% | 0.57% | 0.58% | 0.30% | 1.04% | 0.51% | 0.53% | 0.18% |
Drawdowns
TBWIX vs. BUFIX - Drawdown Comparison
The maximum TBWIX drawdown since its inception was -41.06%, smaller than the maximum BUFIX drawdown of -55.11%. 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
Thornburg Better World International Fund (TBWIX) and Buffalo International Fund (BUFIX) have volatilities of 3.44% and 3.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.