BUFTX Mutual Fund

NAV$18.40

Returns Overview

1 Month
+2.47%
3 Months
+11.34%
6 Months
-0.64%
YTD
-1.11%
1 Year
-5.89%
3 Years (annualized)
+3.50%
5 Years (annualized)
+2.69%
10 Years (annualized)
+12.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-1.11%
Peer Avg (YTD)
+10.82%
vs Peers
-11.93%

BUFTX Mutual Fund Performance

BUFTX performance across multiple time periods: 1-month 2.47%, YTD -1.11%, 1-year -5.89%, 3-year 3.50%, 5-year 2.69%, 10-year 12.73%.

BUFTX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

BUFTX performance comparison shows side-by-side returns with another fund. BUFTX alternatives are available in the Mutual Fund Screener.