BUFDX Mutual Fund

NAV$38.60

Returns Overview

1 Month
-0.23%
3 Months
+8.16%
6 Months
+7.14%
YTD
+6.87%
1 Year
+13.14%
3 Years (annualized)
+14.96%
5 Years (annualized)
+10.36%
10 Years (annualized)
+12.70%

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
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 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+9.51%
vs Peers
-2.64%

BUFDX Mutual Fund Performance

BUFDX performance across multiple time periods: 1-month -0.23%, YTD 6.87%, 1-year 13.14%, 3-year 14.96%, 5-year 10.36%, 10-year 12.70%.

BUFDX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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