BUFBX Mutual Fund

NAV$23.56

Returns Overview

1 Month
-3.04%
3 Months
+0.87%
6 Months
+8.54%
YTD
+8.38%
1 Year
+13.91%
3 Years (annualized)
+12.36%
5 Years (annualized)
+10.65%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFBX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+9.49%
vs Peers
-1.11%

BUFBX Mutual Fund Performance

BUFBX performance across multiple time periods: 1-month -3.04%, YTD 8.38%, 1-year 13.91%, 3-year 12.36%, 5-year 10.65%, 10-year 9.60%.

BUFBX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

BUFBX performance comparison shows side-by-side returns with another fund. BUFBX alternatives are available in the Mutual Fund Screener.