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BUFOX: BUFFALO EMERGING OPPORTUNITIES FUND BUFFALO EMERGING OPPORTUNITIES FUND (MUTUAL FUND)
Basic Info 15.77 0.12(0.77%) May 14
Asset Class: | Small Growth |
MyPlanIQ Rating: | (69%) |
Start Date: | 06/07/2004 |
Last Dividend Date: | 12/05/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.46% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/07/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 2.3 | 7.9 | -6.6 | 6.6 | 8.4 | 14.0 | 7.6 | 9.8 | -30.8 | 7.4 | 47.9 | 34.1 | -3.8 | 27.0 | 11.1 | -9.5 | -7.3 | 61.7 | 24.3 | 8.1 | 26.9 | 48.2 | -53.1 | -11.0 | 12.5 | 9.0 | 8.9 |
Sharpe Ratio | NA | 0.07 | 0.22 | -0.43 | 0.17 | 0.35 | NA | 0.27 | 0.3 | -1.07 | 0.36 | 1.28 | 2.19 | -0.29 | 2.2 | 0.56 | -0.54 | -0.34 | 3.92 | 1.43 | 0.25 | 1.15 | 1.37 | -1.23 | -0.61 | 0.63 | 0.55 | 1.24 |
Draw Down(%) | NA | 7.5 | 22.9 | 43.2 | 43.2 | 43.2 | NA | 72.2 | 23.1 | 34.3 | 13.7 | 39.1 | 8.1 | 25.7 | 4.6 | 20.5 | 19.6 | 23.9 | 6.9 | 10.6 | 27.4 | 20.1 | 32.2 | 59.3 | 26.8 | 18.1 | 10.5 | 13.2 |
Standard Deviation(%) | NA | 19.2 | 18.7 | 23.2 | 25.8 | 22.1 | NA | 23.9 | 18.8 | 30.2 | 20.8 | 37.0 | 14.9 | 17.8 | 12.0 | 19.5 | 17.7 | 21.6 | 15.7 | 17.1 | 32.5 | 23.4 | 35.2 | 43.9 | 23.0 | 14.8 | 12.4 | 12.0 |
Treynor Ratio | NA | 0.01 | 0.04 | -0.11 | 0.05 | 0.08 | NA | 0.07 | 0.06 | -0.36 | 0.08 | 0.5 | 0.37 | -0.06 | 0.26 | 0.11 | -0.1 | -0.06 | 0.63 | 0.27 | 0.08 | 0.29 | 0.47 | -0.58 | -0.16 | 0.12 | 0.09 | 0.24 |
Alpha | NA | -0.02 | -0.03 | -0.03 | 0.0 | 0.0 | NA | 0.0 | -0.04 | -0.03 | 0.01 | 0.04 | 0.02 | 0.0 | 0.02 | 0.0 | -0.03 | -0.05 | 0.07 | 0.03 | 0.04 | 0.0 | 0.02 | -0.11 | -0.08 | 0.01 | 0.01 | 0.02 |
Beta | NA | 0.98 | 0.94 | 0.91 | 0.92 | 0.94 | NA | 0.94 | 0.91 | 0.9 | 0.93 | 0.94 | 0.88 | 0.87 | 1.02 | 1.03 | 0.99 | 1.25 | 0.97 | 0.91 | 0.97 | 0.92 | 1.02 | 0.92 | 0.89 | 0.8 | 0.74 | 0.61 |
RSquared | NA | 0.87 | 0.87 | 0.91 | 0.92 | 0.89 | NA | 0.85 | 0.89 | 0.96 | 0.84 | 0.93 | 0.87 | 0.88 | 0.76 | 0.85 | 0.8 | 0.83 | 0.79 | 0.83 | 0.93 | 0.88 | 0.9 | 0.84 | 0.49 | 0.84 | 0.79 | 0.75 |
Yield(%) | N/A | 0.0 | 0.0 | 4.8 | 8.4 | 9.4 | 19.5 | N/A | 0.0 | 0.8 | 14.9 | 14.8 | 6.1 | 12.1 | 21.1 | 8.8 | 7.3 | 6.4 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.9 | 5.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -34.0 | -23.3 | N/A | N/A | N/A | -100.0 | -94.8 | 31.0 | 210.0 | -57.9 | -39.3 | 154.5 | 0.0 | -1.6 | 2400.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | 49.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/07/2004
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