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BUFTX: BUFFALO DISCOVERY FUND BUFFALO DISCOVERY FUND (MUTUAL FUND)
Basic Info 23.65 0.08(0.34%) May 01
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (86%) |
Start Date: | 04/16/2001 |
Last Dividend Date: | 12/05/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.00% |
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Performance Analytics (As of 05/01/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/17/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | -1.4 | 14.5 | -3.5 | 6.7 | 9.5 | 13.4 | 10.0 | 8.9 | 24.3 | -28.8 | 11.6 | 33.9 | 31.6 | -6.5 | 25.4 | 5.6 | 5.6 | 10.9 | 36.8 | 19.9 | -0.4 | 23.0 | 51.6 | -36.9 | 8.5 | 12.0 | 6.9 | 15.7 | 62.7 | -39.0 | 1.3 |
Sharpe Ratio | NA | -0.32 | 1.01 | -0.26 | 0.22 | 0.43 | NA | NA | 0.35 | 1.21 | -0.95 | 0.63 | 1.01 | 2.2 | -0.44 | 3.1 | 0.37 | 0.37 | 0.76 | 2.71 | 1.24 | -0.02 | 1.2 | 1.86 | -1.04 | 0.32 | 0.6 | 0.36 | 0.82 | 2.34 | -0.93 | 0.0 |
Draw Down(%) | NA | 8.9 | 16.1 | 36.4 | 36.4 | 36.4 | NA | NA | 60.4 | 16.1 | 34.3 | 11.4 | 33.7 | 6.3 | 21.5 | 2.9 | 13.2 | 12.2 | 10.2 | 5.6 | 11.4 | 23.0 | 14.7 | 18.8 | 50.0 | 16.0 | 15.2 | 11.1 | 17.0 | 16.6 | 55.8 | 38.3 |
Standard Deviation(%) | NA | 14.6 | 14.5 | 22.7 | 24.2 | 19.8 | NA | NA | 23.0 | 16.8 | 31.9 | 18.4 | 33.2 | 13.7 | 17.6 | 8.0 | 14.4 | 15.0 | 14.3 | 13.5 | 16.2 | 26.2 | 19.1 | 27.8 | 36.1 | 17.0 | 14.6 | 13.0 | 18.0 | 26.4 | 43.0 | 38.1 |
Treynor Ratio | NA | -0.05 | 0.15 | -0.06 | 0.06 | 0.09 | NA | NA | 0.09 | 0.21 | -0.31 | 0.12 | 0.36 | 0.31 | -0.08 | 0.27 | 0.06 | 0.06 | 0.11 | 0.39 | 0.21 | -0.01 | 0.28 | 0.57 | -0.52 | 0.07 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.04 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | -0.03 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.03 | -0.01 | 0.02 | 0.02 | 0.01 | 0.0 | 0.04 | -0.01 | -0.02 | 0.02 | NA | NA | NA | NA | NA |
Beta | NA | 0.98 | 0.95 | 0.98 | 0.96 | 0.95 | NA | NA | 0.88 | 0.97 | 0.98 | 0.97 | 0.93 | 0.96 | 0.95 | 0.91 | 0.88 | 0.91 | 1.01 | 0.94 | 0.93 | 0.91 | 0.82 | 0.9 | 0.72 | 0.79 | 0.9 | NA | NA | NA | NA | NA |
RSquared | NA | 0.94 | 0.92 | 0.96 | 0.96 | 0.96 | NA | NA | 0.59 | 0.94 | 0.98 | 0.92 | 0.97 | 0.94 | 0.96 | 0.86 | 0.95 | 0.92 | 0.92 | 0.85 | 0.87 | 0.96 | 0.9 | 0.94 | 0.87 | 0.63 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 6.0 | 9.0 | 9.1 | 15.6 | 11.2 | N/A | 0.0 | 4.8 | 14.8 | 9.8 | 17.1 | 6.1 | 5.5 | 2.7 | 7.4 | 10.5 | 9.4 | 8.5 | 6.4 | 2.5 | 0.0 | 1.5 | 5.7 | 5.6 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -23.2 | 76.1 | 220.9 | N/A | N/A | N/A | -100.0 | -68.6 | 82.1 | -33.1 | 142.6 | 32.1 | 115.4 | -64.9 | -28.2 | 36.4 | 23.8 | 23.2 | 209.4 | N/A | -100.0 | -73.3 | 7.1 | 1650.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/17/2001
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