BUFEX Mutual Fund

BUFEX Mutual Fund

NAV$66.47
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Returns Overview

1 Month
+2.83%
3 Months
-0.17%
6 Months
+12.40%
YTD
+9.47%
1 Year
+14.82%
3 Years (annualized)
+20.96%
5 Years (annualized)
+11.06%
10 Years (annualized)
+15.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFEX 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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+8.51%
vs Peers
+0.96%

BUFEX Mutual Fund Performance

BUFEX performance across multiple time periods: 1-month 2.83%, YTD 9.47%, 1-year 14.82%, 3-year 20.96%, 5-year 11.06%, 10-year 15.77%.

BUFEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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