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BUFSX: BUFFALO SMALL CAP FUND BUFFALO SMALL CAP FUND (MUTUAL FUND)
Basic Info 13.76 0.07(0.51%) April 25
Asset Class: | Small Growth |
MyPlanIQ Rating: | (93%) |
Start Date: | 09/29/1998 |
Last Dividend Date: | 12/03/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.01% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/30/1998 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | -2.5 | 2.0 | -12.7 | 6.8 | 7.9 | 11.0 | 8.2 | 11.7 | 5.5 | -30.0 | 4.4 | 66.5 | 41.0 | -5.7 | 27.0 | 6.3 | -5.2 | -6.4 | 44.3 | 20.1 | -4.7 | 16.6 | 37.5 | -29.9 | 0.9 | 14.0 | 3.2 | 28.8 | 51.2 | -25.7 | 31.2 | 33.7 | 32.5 | 14.2 |
Sharpe Ratio | NA | -0.85 | -0.32 | -0.54 | 0.19 | 0.28 | NA | NA | 0.44 | 0.06 | -0.9 | 0.17 | 1.72 | 2.05 | -0.31 | 2.07 | 0.31 | -0.3 | -0.35 | 3.02 | 1.19 | -0.16 | 0.78 | 1.35 | -0.78 | -0.09 | 0.69 | 0.08 | 1.77 | 2.73 | -1.02 | 1.21 | 1.08 | 1.82 | 3.17 |
Draw Down(%) | NA | 8.6 | 22.0 | 46.6 | 46.7 | 46.7 | NA | NA | 52.7 | 23.8 | 36.0 | 18.1 | 37.9 | 9.4 | 31.8 | 6.3 | 20.1 | 17.0 | 19.3 | 5.1 | 10.6 | 28.9 | 22.2 | 20.3 | 46.8 | 21.8 | 16.3 | 10.7 | 16.5 | 16.6 | 42.4 | 24.7 | 16.1 | 14.1 | 11.1 |
Standard Deviation(%) | NA | 18.8 | 18.9 | 26.4 | 28.6 | 24.1 | NA | NA | 23.4 | 20.1 | 35.0 | 25.3 | 38.3 | 19.3 | 23.0 | 12.8 | 19.6 | 17.5 | 18.0 | 14.7 | 17.0 | 30.1 | 21.1 | 27.7 | 39.3 | 22.8 | 15.6 | 13.6 | 15.8 | 18.5 | 26.5 | 24.3 | 27.3 | 16.1 | 20.3 |
Treynor Ratio | NA | -0.17 | -0.06 | -0.14 | 0.05 | 0.06 | NA | NA | 0.11 | 0.01 | -0.3 | 0.04 | 0.67 | 0.33 | -0.06 | 0.23 | 0.06 | -0.05 | -0.06 | 0.46 | 0.21 | -0.05 | 0.19 | 0.46 | -0.35 | -0.02 | 0.12 | 0.01 | 0.35 | 0.58 | -0.27 | 0.34 | 0.45 | 0.41 | 1.01 |
Alpha | NA | -0.03 | -0.05 | -0.03 | 0.01 | 0.0 | NA | NA | 0.01 | -0.06 | 0.0 | -0.01 | 0.08 | 0.01 | 0.01 | 0.01 | -0.02 | -0.01 | -0.04 | 0.02 | 0.01 | -0.01 | -0.03 | 0.01 | 0.03 | -0.03 | 0.01 | -0.02 | 0.05 | 0.04 | -0.05 | 0.11 | 0.12 | 0.06 | 0.01 |
Beta | NA | 0.96 | 0.97 | 1.05 | 1.04 | 1.06 | NA | NA | 0.91 | 0.99 | 1.05 | 1.17 | 0.99 | 1.18 | 1.16 | 1.16 | 1.08 | 1.04 | 1.09 | 0.97 | 0.95 | 0.91 | 0.85 | 0.81 | 0.87 | 0.87 | 0.86 | 0.86 | 0.8 | 0.87 | 1.01 | 0.87 | 0.66 | 0.72 | 0.63 |
RSquared | NA | 0.89 | 0.91 | 0.93 | 0.94 | 0.93 | NA | NA | 0.86 | 0.93 | 0.96 | 0.9 | 0.96 | 0.93 | 0.94 | 0.87 | 0.93 | 0.91 | 0.91 | 0.9 | 0.92 | 0.97 | 0.93 | 0.91 | 0.9 | 0.47 | 0.87 | 0.88 | 0.87 | 0.83 | 0.9 | 0.82 | 0.74 | 0.48 | 0.76 |
Yield(%) | N/A | 0.0 | 0.0 | 3.6 | 8.6 | 9.8 | 14.1 | 9.2 | N/A | 0.0 | 0.0 | 12.7 | 13.8 | 11.9 | 22.1 | 29.3 | 22.0 | 39.7 | 8.8 | 11.1 | 6.8 | 0.2 | 0.0 | 0.2 | 3.2 | 9.8 | 7.9 | 11.4 | 4.1 | 1.3 | 0.2 | 0.2 | 13.0 | 0.0 | 0.5 |
Dividend Growth(%) | N/A | N/A | N/A | -59.6 | -78.9 | 127.1 | N/A | N/A | N/A | N/A | -100.0 | 37.8 | 50.4 | -61.9 | -26.1 | 17.2 | -69.4 | 280.1 | 1.9 | 86.0 | 2766.7 | N/A | -100.0 | -96.1 | -71.4 | 30.4 | -34.4 | 245.6 | 350.0 | 566.7 | 0.0 | -98.2 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/1998
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