BUFDX Mutual Fund

BUFDX Mutual Fund

NAV$39.36
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Returns Overview

1 Month
-1.67%
3 Months
+2.76%
6 Months
+11.15%
YTD
+9.82%
1 Year
+11.20%
3 Years (annualized)
+16.11%
5 Years (annualized)
+10.68%
10 Years (annualized)
+12.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFDX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+9.98%
vs Peers
-0.17%

BUFDX Mutual Fund Performance

BUFDX performance across multiple time periods: 1-month -1.67%, YTD 9.82%, 1-year 11.20%, 3-year 16.11%, 5-year 10.68%, 10-year 12.84%.

BUFDX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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