Nasdaq - Delayed Quote USD

Buffalo Flexible Income (BUFBX)

20.48 +0.02 (+0.10%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.93%
5y Average Return 10.03%
Number of Years Up 23
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 31.07%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 31.07%
Worst 3Y Total Return 2.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BUFBX
Category
YTD
10.05%
17.52%
1-Month
4.78%
-0.87%
3-Month
10.05%
5.51%
1-Year
19.37%
42.88%
3-Year
13.58%
11.93%
5-Year
10.66%
12.07%
10-Year
7.99%
10.95%
Last Bull Market
37.46%
23.18%
Last Bear Market
-6.34%
-17.87%

Annual Total Return (%) History

Year
BUFBX
Category
2024
--
--
2023
7.43%
--
2022
4.01%
--
2021
30.00%
--
2020
-2.24%
2.91%
2019
18.76%
25.04%
2018
-7.00%
-8.53%
2017
13.21%
15.94%

2016
9.90%
14.81%
2015
-1.97%
-4.05%
2014
3.59%
10.21%
2013
16.68%
31.21%
2012
10.31%
14.57%
2011
9.63%
-0.75%
2010
11.68%
13.66%
2009
31.07%
24.13%
2008
-29.47%
-37.09%
2007
9.62%
1.42%
2006
16.76%
18.15%
2005
5.41%
5.95%
2004
14.07%
12.97%
2003
25.82%
28.44%
2002
-16.01%
-18.69%
2001
0.83%
-4.99%
2000
8.05%
7.87%
1999
5.44%
6.72%
1998
-2.78%
12.00%
1997
15.09%
26.61%
1996
19.33%
20.08%
1995
20.30%
32.39%
1994
--
-0.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.05% -- -- --
2023 -0.96% 2.72% 0.32% 5.26%
2022 3.92% -6.34% -5.96% 13.64%
2021 9.11% 7.84% -0.63% 11.18%
2020 -24.32% 17.00% 0.16% 10.23%
2019 11.84% 0.37% 1.11% 4.64%
2018 -3.45% 4.18% 4.77% -11.74%
2017 1.61% 0.05% 5.57% 5.50%
2016 0.58% 3.73% 0.96% 4.33%
2015 0.86% -0.52% -6.40% 4.39%

2014 1.12% 4.18% -0.53% -1.14%
2013 7.69% 0.66% 2.39% 5.12%
2012 5.16% 0.73% 4.14% -0.00%
2011 5.62% 1.19% -5.60% 8.65%
2010 3.24% -5.39% 7.47% 6.40%
2009 -2.87% 14.04% 13.28% 4.46%
2008 -5.18% 2.69% -8.75% -20.62%
2007 0.69% 5.92% 3.08% -0.28%
2006 5.28% 2.31% 2.95% 5.30%
2005 -0.23% 1.78% 4.53% -0.69%
2004 3.69% 2.94% 1.57% 5.21%
2003 -2.27% 14.83% 3.61% 8.21%
2002 1.73% -12.41% -13.41% 8.84%
2001 -3.66% 8.26% -14.24% 12.73%
2000 9.09% -1.21% 1.21% -0.94%
1999 -1.50% 8.70% -6.85% 5.71%
1998 6.80% -0.08% -12.52% 4.14%
1997 -1.31% 8.13% 9.67% -1.66%
1996 4.02% 4.58% 3.63% 5.85%
1995 6.16% 7.16% 2.90% 2.76%
1994 -2.78% -- -- --

Rank in Category (By Total Return)

YTD 29
1-Month 58
3-Month 29
1-Year 62
3-Year 2
5-Year 56

Load Adjusted Returns

1-Year 19.37%
3-Year 13.58%
5-Year 10.66%
10-Year 7.99%

Performance & Risk

YTD Return 7.93%
5y Average Return 10.03%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.64
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Buffalo
Net Assets 489.39M
YTD Return 10.05%
Yield 1.68%
Morningstar Rating
Inception Date Jul 01, 2019

Fund Summary

The fund invests in both debt and equity securities. It is anticipated that the dollar-weighted average maturity of debt securities that the fund purchases will not exceed 15 years. With respect to its investments in equity securities, the fund may invest in companies in any sector and of any size of market capitalization. It may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges and U.S. over-the-counter markets.

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