BUFDX Mutual Fund

BUFDX Mutual Fund

NAV$39.08
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Returns Overview

1 Month
+3.52%
3 Months
+3.29%
6 Months
+7.21%
YTD
+13.68%
1 Year
+16.26%
3 Years (annualized)
+18.70%
5 Years (annualized)
+10.51%
10 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFDX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.68%
Peer Avg (YTD)
+9.28%
vs Peers
+4.41%

BUFDX Mutual Fund Performance

BUFDX performance across multiple time periods: 1-month 3.52%, YTD 13.68%, 1-year 16.26%, 3-year 18.70%, 5-year 10.51%, 10-year 13.18%.

BUFDX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

BUFDX vs another fund shows side-by-side returns. BUFDX alternatives are available in the Mutual Fund Screener.