BUFMX Mutual Fund

BUFMX Mutual Fund

NAV$14.23
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Returns Overview

1 Month
-6.94%
3 Months
-1.44%
6 Months
-4.27%
YTD
-5.98%
1 Year
-12.53%
3 Years (annualized)
+1.32%
5 Years (annualized)
-1.65%
10 Years (annualized)
+7.46%

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
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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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-5.98%
Peer Avg (YTD)
+9.54%
vs Peers
-15.52%

BUFMX Mutual Fund Performance

BUFMX performance across multiple time periods: 1-month -6.94%, YTD -5.98%, 1-year -12.53%, 3-year 1.32%, 5-year -1.65%, 10-year 7.46%.

BUFMX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.97%, 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.