BUFMX Mutual Fund

BUFMX Mutual Fund

NAV$14.25
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Returns Overview

1 Month
+1.93%
3 Months
-3.13%
6 Months
+7.80%
YTD
-2.13%
1 Year
-7.06%
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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
-2.13%
Peer Avg (YTD)
+6.72%
vs Peers
-8.85%

BUFMX Mutual Fund Performance

BUFMX performance across multiple time periods: 1-month 1.93%, YTD -2.13%, 1-year -7.06%, 3-year 2.77%, 5-year -1.07%, 10-year 7.64%.

BUFMX returns trail the peer average of 6.72% 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.