BUFSX Mutual Fund

BUFSX Mutual Fund

NAV$16.49
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Returns Overview

1 Month
-2.12%
3 Months
-7.58%
6 Months
+16.58%
YTD
+10.53%
1 Year
+11.94%
3 Years (annualized)
+5.95%
5 Years (annualized)
-3.69%
10 Years (annualized)
+10.26%

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)
+10.53%
Peer Avg (YTD)
+10.34%
vs Peers
+0.18%

BUFSX Mutual Fund Performance

BUFSX performance across multiple time periods: 1-month -2.12%, YTD 10.53%, 1-year 11.94%, 3-year 5.95%, 5-year -3.69%, 10-year 10.26%.

BUFSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.99%, 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.