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BUFMX: BUFFALO MID CAP FUND BUFFALO MID CAP FUND (MUTUAL FUND)
Basic Info 13.84 0.41(2.88%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 01/22/2002 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 9.16% |
| Expenses | 0.88% |
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Performance Analytics (As of 06/05/2026)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | -4.9 | -8.9 | 4.1 | -0.6 | 8.0 | 7.7 | 7.4 | 8.0 | -1.7 | 6.7 | 26.9 | -27.9 | 14.4 | 34.2 | 38.0 | -7.3 | 13.6 | 5.9 | -0.7 | 6.1 | 29.6 | 14.0 | -5.8 | 24.3 | 48.8 | -39.4 | 10.7 | 5.7 | 13.8 | 16.6 | 43.7 | -18.6 |
| Sharpe Ratio | NA | -0.58 | -0.53 | 0.13 | -0.14 | 0.33 | NA | NA | 0.33 | -0.24 | 0.21 | 1.41 | -0.98 | 0.86 | 1.06 | 2.58 | -0.47 | 1.62 | 0.37 | -0.05 | 0.4 | 2.17 | 0.89 | -0.21 | 1.26 | 1.75 | -1.0 | 0.41 | 0.17 | 0.96 | 1.01 | 2.02 | -0.68 |
| Draw Down(%) | NA | 13.8 | 18.4 | 20.3 | 35.6 | 35.6 | NA | NA | 57.6 | 19.1 | 9.9 | 15.1 | 33.6 | 9.3 | 32.9 | 6.3 | 23.3 | 4.1 | 13.6 | 12.1 | 11.9 | 5.4 | 13.7 | 24.7 | 16.4 | 19.4 | 54.3 | 14.6 | 15.5 | 7.4 | 18.3 | 14.3 | 36.1 |
| Standard Deviation(%) | NA | 17.5 | 14.9 | 16.5 | 20.1 | 19.7 | NA | NA | 21.0 | 18.7 | 14.7 | 16.7 | 30.1 | 16.7 | 31.8 | 14.2 | 18.6 | 8.0 | 15.3 | 15.0 | 15.4 | 13.6 | 15.8 | 27.8 | 19.2 | 27.9 | 40.4 | 18.5 | 13.4 | 12.1 | 15.5 | 21.2 | 30.4 |
| Treynor Ratio | NA | -0.12 | -0.1 | 0.03 | -0.03 | 0.07 | NA | NA | 0.08 | -0.06 | 0.04 | 0.24 | -0.32 | 0.17 | 0.38 | 0.37 | -0.09 | 0.14 | 0.06 | -0.01 | 0.06 | 0.3 | 0.15 | -0.06 | 0.29 | 0.55 | -0.51 | 0.09 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.09 | -0.06 | -0.03 | -0.03 | -0.01 | NA | NA | 0.0 | -0.04 | -0.03 | 0.02 | -0.01 | -0.01 | 0.01 | 0.01 | -0.01 | -0.02 | 0.0 | 0.0 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | 0.0 | -0.01 | -0.01 | NA | NA | NA | NA |
| Beta | NA | 0.84 | 0.81 | 0.86 | 0.9 | 0.9 | NA | NA | 0.88 | 0.83 | 0.88 | 0.96 | 0.92 | 0.86 | 0.88 | 0.98 | 1.0 | 0.9 | 0.93 | 0.91 | 1.08 | 0.97 | 0.94 | 0.96 | 0.83 | 0.89 | 0.78 | 0.8 | 0.88 | NA | NA | NA | NA |
| RSquared | NA | 0.8 | 0.76 | 0.86 | 0.91 | 0.93 | NA | NA | 0.73 | 0.87 | 0.83 | 0.94 | 0.97 | 0.88 | 0.97 | 0.93 | 0.96 | 0.86 | 0.93 | 0.92 | 0.93 | 0.9 | 0.92 | 0.95 | 0.91 | 0.91 | 0.82 | 0.55 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.2 | 7.0 | 6.3 | 3.8 | 11.9 | 8.6 | 10.5 | 3.9 | 22.8 | 8.5 | 11.5 | 13.0 | 17.7 | 5.1 | 1.9 | 0.0 | 0.0 | 1.2 | 8.1 | 2.0 | 1.8 | 1.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 32.6 | 33.5 | 14.8 | -67.3 | 69.4 | 5.5 | 133.8 | -84.3 | 169.6 | -36.4 | -17.2 | -21.5 | 282.3 | 151.9 | N/A | N/A | -100.0 | -85.3 | 316.0 | 30.2 | 42.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/16/2002
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