BUFGX Mutual Fund

BUFGX Mutual Fund

NAV$37.60
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Returns Overview

1 Month
+0.24%
3 Months
+0.55%
6 Months
+0.05%
YTD
-0.78%
1 Year
+3.35%
3 Years (annualized)
+13.61%
5 Years (annualized)
+7.59%
10 Years (annualized)
+13.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFGX 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 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-0.78%
Peer Avg (YTD)
+6.23%
vs Peers
-7.01%

BUFGX Mutual Fund Performance

BUFGX performance across multiple time periods: 1-month 0.24%, YTD -0.78%, 1-year 3.35%, 3-year 13.61%, 5-year 7.59%, 10-year 13.26%.

BUFGX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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