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BUFBX: BUFFALO FLEXIBLE INCOME FUND BUFFALO FLEXIBLE INCOME FUND (MUTUAL FUND)
Basic Info 20.48 0.02(0.10%) April 26
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (90%) |
Start Date: | 06/20/1996 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 3.39% |
Expenses | 1.01% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 8.0 | 16.2 | 11.9 | 10.1 | 7.6 | 10.0 | 7.6 | 7.1 | 7.4 | 4.0 | 30.2 | -2.3 | 18.8 | -7.0 | 12.1 | 9.9 | -2.0 | 3.6 | 16.7 | 10.3 | 9.6 | 11.7 | 28.5 | -31.0 | 9.6 | 16.8 | 5.4 | 14.1 | 25.8 | -15.4 | -0.6 | 8.1 | 4.1 | -2.8 | 15.1 | 10.3 |
Sharpe Ratio | NA | 2.76 | 1.24 | 0.68 | 0.44 | 0.42 | NA | NA | 0.4 | 0.27 | 0.14 | 2.58 | -0.08 | 1.65 | -0.59 | 1.96 | 0.87 | -0.17 | 0.56 | 2.83 | 1.79 | 0.85 | 1.34 | 1.75 | -1.17 | 0.59 | 1.85 | 0.45 | 2.33 | 2.51 | -0.74 | -0.14 | 0.25 | 0.11 | -0.54 | 1.68 | 3.13 |
Draw Down(%) | NA | 3.4 | 6.6 | 14.7 | 35.5 | 35.5 | NA | NA | 41.2 | 8.9 | 14.7 | 3.9 | 35.5 | 6.6 | 17.4 | 3.8 | 8.9 | 11.3 | 6.1 | 4.0 | 4.3 | 8.8 | 8.4 | 16.2 | 38.8 | 6.3 | 5.0 | 5.9 | 3.1 | 10.4 | 31.5 | 22.8 | 9.4 | 10.0 | 19.8 | 5.0 | 3.4 |
Standard Deviation(%) | NA | 8.5 | 10.0 | 14.2 | 19.1 | 15.4 | NA | NA | 14.0 | 11.7 | 19.1 | 11.7 | 33.0 | 10.5 | 14.0 | 5.9 | 11.1 | 11.5 | 6.4 | 5.9 | 5.8 | 11.4 | 8.7 | 16.2 | 27.3 | 11.3 | 7.3 | 7.1 | 5.6 | 10.0 | 22.2 | 21.1 | 15.7 | 8.0 | 11.3 | 6.9 | 5.3 |
Treynor Ratio | NA | 0.32 | 0.15 | 0.1 | 0.07 | 0.05 | NA | NA | 0.05 | 0.04 | 0.03 | 0.29 | -0.02 | 0.13 | -0.06 | 0.1 | 0.07 | -0.02 | 0.04 | 0.21 | 0.14 | 0.12 | 0.15 | 0.31 | -0.29 | 0.06 | 0.14 | 0.04 | 0.2 | 0.27 | -0.11 | -0.02 | 0.04 | 0.02 | -0.08 | 0.22 | 0.37 |
Alpha | NA | 0.07 | 0.01 | 0.04 | 0.01 | -0.01 | NA | NA | 0.0 | -0.03 | 0.09 | 0.05 | -0.09 | -0.03 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.03 | -0.03 | 0.01 | 0.02 | 0.0 | 0.03 | 0.02 | 0.0 | 0.03 | 0.04 | -0.01 | -0.05 | 0.02 | 0.05 |
Beta | NA | 0.73 | 0.81 | 0.98 | 1.25 | 1.25 | NA | NA | 1.06 | 0.9 | 1.01 | 1.03 | 1.54 | 1.35 | 1.32 | 1.13 | 1.32 | 1.25 | 0.87 | 0.81 | 0.73 | 0.8 | 0.78 | 0.91 | 1.1 | 1.03 | 0.94 | 0.93 | 0.67 | 0.92 | 1.52 | 1.57 | 0.92 | 0.47 | 0.73 | 0.52 | 0.45 |
RSquared | NA | 0.49 | 0.47 | 0.63 | 0.77 | 0.79 | NA | NA | 0.75 | 0.48 | 0.71 | 0.55 | 0.93 | 0.83 | 0.85 | 0.6 | 0.86 | 0.88 | 0.81 | 0.89 | 0.87 | 0.92 | 0.92 | 0.85 | 0.89 | 0.7 | 0.73 | 0.72 | 0.69 | 0.75 | 0.9 | 0.86 | 0.69 | 0.43 | 0.55 | 0.63 | 0.53 |
Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.7 | 4.2 | 7.1 | 3.1 | 3.0 | 5.3 | 5.8 | 3.4 | 3.5 | 2.3 | 3.6 | 3.0 | 3.3 | 3.1 | 2.2 | 1.8 | 7.3 | 2.4 | 3.0 | 3.4 | 4.2 | 3.1 | 2.2 | 4.3 | 4.7 | 12.8 | 14.4 | 12.5 |
Dividend Growth(%) | N/A | -95.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -13.0 | -27.4 | 112.0 | 19.0 | -49.4 | -2.4 | 84.8 | -8.0 | 51.5 | -28.3 | 27.8 | -2.7 | 15.6 | 77.8 | -18.2 | -74.1 | 240.0 | -16.7 | -3.2 | -3.1 | 10.3 | 45.0 | -48.7 | -9.3 | -69.1 | -10.9 | 12.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/1994
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