BUFMX Mutual Fund

BUFMX Mutual Fund

NAV$14.81
See how much of BUFMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.12%
3 Months
-0.78%
6 Months
-1.76%
YTD
-3.99%
1 Year
-9.78%
3 Years (annualized)
+2.77%
5 Years (annualized)
-1.07%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-3.99%
Peer Avg (YTD)
+9.89%
vs Peers
-13.88%

BUFMX Mutual Fund Performance

BUFMX performance across multiple time periods: 1-month 2.12%, YTD -3.99%, 1-year -9.78%, 3-year 2.77%, 5-year -1.07%, 10-year 7.64%.

BUFMX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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