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BUFBX: BUFFALO FLEXIBLE INCOME FUND BUFFALO FLEXIBLE INCOME FUND (MUTUAL FUND)
Basic Info 22.76 0.24(1.04%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 05/19/2026 |
| 12-Mo. Yield | 8.90% |
| Expenses | 1.01% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 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(%) | -0.0 | 11.9 | 20.0 | 13.6 | 11.1 | 10.0 | 8.8 | 7.8 | 7.4 | 10.4 | 10.3 | 7.4 | 4.0 | 30.0 | -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 | 3.0 | 1.99 | 0.96 | 0.66 | 0.53 | NA | NA | 0.42 | 0.53 | 0.73 | 0.33 | 0.13 | 2.56 | -0.08 | 1.64 | -0.6 | 1.96 | 0.87 | -0.17 | 0.56 | 2.83 | 1.79 | 0.85 | 1.34 | 1.75 | -1.17 | 0.58 | 1.83 | 0.44 | 2.33 | 2.51 | -0.75 | -0.14 | 0.24 | 0.09 | -0.55 | 1.66 | 3.1 |
| Draw Down(%) | NA | 2.8 | 2.8 | 12.9 | 14.7 | 35.5 | NA | NA | 41.2 | 12.9 | 6.2 | 8.9 | 14.7 | 4.0 | 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 | 9.8 | 9.0 | 11.3 | 13.4 | 15.6 | NA | NA | 13.9 | 14.1 | 9.1 | 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 | 1.37 | 0.43 | 0.13 | 0.1 | 0.07 | NA | NA | 0.06 | 0.08 | 0.09 | 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 | 0.03 | 0.2 | 0.27 | -0.11 | -0.02 | 0.04 | 0.02 | -0.09 | 0.21 | 0.32 |
| Alpha | NA | 0.09 | 0.04 | 0.01 | 0.02 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | -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 | 0.02 | 0.02 | 0.0 | 0.03 | 0.03 | -0.02 | -0.06 | 0.01 | 0.03 |
| Beta | NA | 0.21 | 0.41 | 0.81 | 0.92 | 1.18 | NA | NA | 1.04 | 0.97 | 0.78 | 0.9 | 1.01 | 1.04 | 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 | 0.66 | 0.93 | 1.49 | 1.57 | 0.9 | 0.47 | 0.72 | 0.55 | 0.52 |
| RSquared | NA | 0.04 | 0.13 | 0.48 | 0.58 | 0.73 | NA | NA | 0.74 | 0.64 | 0.53 | 0.48 | 0.71 | 0.53 | 0.93 | 0.83 | 0.85 | 0.6 | 0.86 | 0.88 | 0.81 | 0.89 | 0.86 | 0.92 | 0.92 | 0.85 | 0.89 | 0.7 | 0.73 | 0.72 | 0.68 | 0.76 | 0.86 | 0.86 | 0.67 | 0.44 | 0.57 | 0.66 | 0.59 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.2 | 4.0 | 3.6 | 4.1 | 6.9 | 3.1 | 3.1 | 5.3 | 5.8 | 3.4 | 3.5 | 2.3 | 3.6 | 3.1 | 3.3 | 3.1 | 2.1 | 1.8 | 7.2 | 2.4 | 2.9 | 3.3 | 4.1 | 3.1 | 2.2 | 4.3 | 4.7 | 12.8 | 14.3 | 12.5 |
| Dividend Growth(%) | N/A | -94.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 143.6 | 15.4 | -13.4 | -25.5 | 105.6 | 15.3 | -47.7 | -3.7 | 85.3 | -7.8 | 50.8 | -27.8 | 24.3 | 0.5 | 13.2 | 86.3 | -17.8 | -74.7 | 228.5 | -12.0 | -4.3 | -3.5 | 7.9 | 46.0 | -48.7 | -10.1 | -68.8 | -10.8 | 12.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/1994
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