Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BUIDX (Buffalo Dividend Focus Fund Institutional Class) | 3.58% | 12.49% | 15.97% | 14.70% | NA | NA | NA | 13.26% |
Data as of 07/03/2025, AR inception is 07/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BUIDX (Buffalo Dividend Focus Fund Institutional Class) | 07/03/2019 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.48 | 12.49 | 15.97 | 14.70 | NA | NA | NA | 13.26 | 3.58 | 20.34 | 20.21 | -8.64 | 21.12 | 16.82 | 9.00 |
| Sharpe Ratio | NA | 0.45 | 0.77 | 0.90 | NA | NA | NA | 0.60 | 0.02 | 1.57 | 1.47 | -0.52 | 1.76 | 0.52 | 1.61 |
| Standard Deviation(%) | NA | 17.17 | 14.69 | 14.84 | NA | NA | NA | 18.49 | 21.41 | 10.66 | 11.36 | 19.26 | 11.98 | 31.73 | 10.99 |
| Draw Down(%) | NA | 17.69 | 17.69 | 17.69 | NA | NA | NA | 33.10 | 17.69 | 6.31 | 7.81 | 16.98 | 5.39 | 33.10 | 5.21 |
| Yield(%) | 0.00 | 0.96 | 2.48 | 2.57 | 1.46 | 0.97 | 0.73 | 2.43 | 0.53 | 1.66 | 2.44 | 2.44 | 2.24 | 0.68 | 0.59 |
Data as of 07/03/2025, AR inception is 07/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUIDX (Buffalo Dividend Focus Fund Institutional Class) |
8.17%
Apr 2021 - Apr 2024 |
13.34%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUIDX (Buffalo Dividend Focus Fund Institutional Class) |
18.93%
Mar 2020 - Mar 2023 |
18.13%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart