BUFSX Mutual Fund

BUFSX Mutual Fund

NAV$17.44
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Returns Overview

1 Month
-8.19%
3 Months
+3.58%
6 Months
+6.60%
YTD
+10.90%
1 Year
+13.73%
3 Years (annualized)
+3.53%
5 Years (annualized)
-4.12%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFSX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.90%
Peer Avg (YTD)
+15.31%
vs Peers
-4.41%

BUFSX Mutual Fund Performance

BUFSX performance across multiple time periods: 1-month -8.19%, YTD 10.90%, 1-year 13.73%, 3-year 3.53%, 5-year -4.12%, 10-year 10.07%.

BUFSX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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