Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BUIEX (Buffalo Large Cap Fund Institutional Class) | 5.02% | 10.97% | 22.88% | 15.67% | NA | NA | NA | 18.65% |
Data as of 07/01/2025, AR inception is 07/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BUIEX (Buffalo Large Cap Fund Institutional Class) | 07/03/2019 | 07/01/2025 |
| 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 (%) | 1.66 | 10.97 | 22.88 | 15.67 | NA | NA | NA | 18.65 | 5.02 | 29.01 | 40.52 | -28.54 | 25.74 | 28.28 | 7.16 |
| Sharpe Ratio | NA | 0.35 | 0.95 | 0.72 | NA | NA | NA | 0.61 | 0.31 | 1.60 | 2.58 | -1.06 | 1.70 | 0.85 | 1.06 |
| Standard Deviation(%) | NA | 22.83 | 19.63 | 20.18 | NA | NA | NA | 22.49 | 27.50 | 15.84 | 14.42 | 28.45 | 15.13 | 32.82 | 12.90 |
| Draw Down(%) | NA | 21.44 | 21.44 | 32.44 | NA | NA | NA | 32.44 | 21.44 | 11.80 | 8.12 | 31.41 | 7.19 | 31.09 | 6.33 |
| Yield(%) | 0.00 | 3.70 | 3.00 | 7.81 | 4.52 | 3.01 | 2.26 | 9.04 | 0.00 | 4.58 | 0.10 | 2.12 | 25.91 | 0.31 | 1.50 |
Data as of 07/01/2025, 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 |
|---|---|---|---|---|
| BUIEX (Buffalo Large Cap Fund Institutional Class) |
4.85%
Dec 2019 - Dec 2022 |
15.18%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUIEX (Buffalo Large Cap Fund Institutional Class) |
23.59%
Jun 2022 - Jun 2025 |
17.87%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart