Nasdaq - Delayed Quote
USD
Buffalo Early Stage Growth Fd (BUFOX)
17.13
+0.40
(+2.39%)
At close: November 6 at 8:08:54 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.95% |
|---|---|
| 5y Average Return | -4.44% |
| Number of Years Up | 15 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Nov 5, 2026) | 61.70% |
| Worst 1Y Total Return (Nov 5, 2026) | -- |
| Best 3Y Total Return | 61.70% |
| Worst 3Y Total Return | -6.49% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BUFOX
Category
- YTD
- 6.95%
- 12.40%
- 1-Month
- -1.97%
- 3.37%
- 3-Month
- -4.56%
- 4.88%
- 1-Year
- 6.01%
- 55.69%
- 3-Year
- 12.51%
- 19.34%
- 5-Year
- -3.06%
- 20.72%
- 10-Year
- 9.84%
- 13.98%
- Last Bull Market
- 22.16%
- 27.85%
- Last Bear Market
- -19.44%
- -24.06%
Annual Total Return (%) History
Year
BUFOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-5.11% | 27.37% | -9.73% | -- |
|
2025
|
-9.89% | 6.49% | 8.55% | -1.00% |
|
2024
|
4.80% | -3.16% | 7.99% | -1.89% |
|
2023
|
7.19% | 6.25% | -12.13% | 9.75% |
|
2022
|
-13.46% | -19.44% | -3.57% | 2.99% |
|
2021
|
7.62% | 7.37% | -4.14% | -2.70% |
|
2020
|
-25.33% | 40.64% | 7.74% | 30.54% |
|
2019
|
16.88% | 6.80% | -4.65% | 12.61% |
|
2018
|
2.62% | 9.61% | 5.41% | -18.99% |
|
2017
|
7.13% | 9.70% | 6.82% | 1.32% |
Rank in Category (By Total Return)
| YTD | 69 |
| 1-Month | 74 |
|---|---|
| 3-Month | 59 |
| 1-Year | 71 |
| 3-Year | 83 |
| 5-Year | 89 |
Load Adjusted Returns
| 1-Year | 6.01% |
| 3-Year | 12.51% |
|---|---|
| 5-Year | -3.06% |
| 10-Year | 9.84% |
Performance & Risk
| YTD Return | 2.95% |
| 5y Average Return | -4.44% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Buffalo |
| Net Assets | 63.92M |
| YTD Return | 6.95% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 21, 2004 |
Fund Summary
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights of “early stage growth companies". In addition to the fund's investments in domestic securities, it may also invest up to 20% of its net assets in sponsored or unsponsored ADRs and equity securities of foreign companies that are traded on U.S. stock exchanges.
