It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
BUFTX: BUFFALO DISCOVERY FUND BUFFALO DISCOVERY FUND (MUTUAL FUND)
Basic Info 17.69 0.57(3.12%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 04/16/2001 |
| Last Dividend Date: | 12/05/2025 |
| 12-Mo. Yield | 17.24% |
| Expenses | 1.00% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/16/2001 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | -5.8 | -9.4 | 3.0 | -1.5 | 7.6 | 9.1 | 8.9 | 8.1 | -1.8 | 5.3 | 24.3 | -28.8 | 11.6 | 33.9 | 31.6 | -6.5 | 25.4 | 5.6 | 5.6 | 10.9 | 36.8 | 19.9 | -0.4 | 23.0 | 51.6 | -36.9 | 8.5 | 12.0 | 6.9 | 15.7 | 62.7 | -39.0 | 1.3 |
| Sharpe Ratio | NA | -0.55 | -0.47 | 0.09 | -0.17 | 0.31 | NA | NA | 0.31 | -0.23 | 0.11 | 1.24 | -0.95 | 0.63 | 1.01 | 2.2 | -0.45 | 3.1 | 0.37 | 0.37 | 0.76 | 2.71 | 1.24 | -0.02 | 1.2 | 1.86 | -1.05 | 0.32 | 0.59 | 0.36 | 0.82 | 2.34 | -0.93 | -0.01 |
| Draw Down(%) | NA | 16.1 | 19.0 | 22.1 | 36.4 | 36.4 | NA | NA | 60.4 | 21.9 | 10.2 | 16.1 | 34.3 | 11.4 | 33.7 | 6.3 | 21.5 | 2.9 | 13.2 | 12.2 | 10.2 | 5.6 | 11.4 | 23.0 | 14.7 | 18.8 | 50.0 | 16.0 | 15.2 | 11.1 | 17.0 | 16.6 | 55.8 | 38.3 |
| Standard Deviation(%) | NA | 17.9 | 15.3 | 17.2 | 21.0 | 20.4 | NA | NA | 22.6 | 20.2 | 15.2 | 16.8 | 31.9 | 18.4 | 33.1 | 13.7 | 17.6 | 8.0 | 14.4 | 15.0 | 14.3 | 13.5 | 16.2 | 26.2 | 19.1 | 27.8 | 36.1 | 17.0 | 14.6 | 13.0 | 18.0 | 26.4 | 43.0 | 38.1 |
| Treynor Ratio | NA | -0.11 | -0.08 | 0.02 | -0.04 | 0.07 | NA | NA | 0.08 | -0.05 | 0.02 | 0.21 | -0.31 | 0.12 | 0.36 | 0.31 | -0.08 | 0.27 | 0.06 | 0.06 | 0.11 | 0.39 | 0.21 | -0.01 | 0.28 | 0.57 | -0.52 | 0.07 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.09 | -0.06 | -0.04 | -0.03 | -0.01 | NA | NA | 0.01 | -0.05 | -0.04 | 0.01 | 0.0 | -0.03 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.03 | -0.01 | 0.02 | 0.02 | 0.01 | 0.0 | 0.04 | -0.01 | -0.02 | 0.02 | NA | NA | NA | NA | NA |
| Beta | NA | 0.89 | 0.89 | 0.92 | 0.96 | 0.94 | NA | NA | 0.88 | 0.92 | 0.95 | 0.97 | 0.98 | 0.97 | 0.92 | 0.96 | 0.95 | 0.91 | 0.88 | 0.91 | 1.01 | 0.94 | 0.93 | 0.91 | 0.82 | 0.9 | 0.72 | 0.79 | 0.9 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.87 | 0.85 | 0.91 | 0.95 | 0.95 | NA | NA | 0.61 | 0.92 | 0.9 | 0.95 | 0.98 | 0.93 | 0.97 | 0.94 | 0.96 | 0.86 | 0.95 | 0.92 | 0.92 | 0.85 | 0.87 | 0.96 | 0.9 | 0.94 | 0.87 | 0.63 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 16.8 | 9.8 | 7.7 | 10.6 | 11.6 | 11.8 | N/A | 17.2 | 9.8 | 0.0 | 4.8 | 14.8 | 9.8 | 17.1 | 6.1 | 5.5 | 2.7 | 7.4 | 10.4 | 9.4 | 8.5 | 6.4 | 2.5 | 0.0 | 1.5 | 5.7 | 5.5 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 71.9 | -22.7 | 31.9 | 129.1 | N/A | N/A | N/A | 71.9 | N/A | -100.0 | -68.7 | 82.4 | -33.3 | 141.9 | 32.0 | 116.6 | -65.0 | -27.8 | 36.0 | 23.6 | 23.4 | 212.3 | N/A | -100.0 | -73.7 | 7.3 | 1451.1 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/16/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) 3.95% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 2.69% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 2.75% (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) 3.56% (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) 3.41% (97%)
- VOT (Vanguard Mid-Cap Growth ETF) 3.46% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) 2.64% (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) 2.78% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) 3.37% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)
