Buffalo Blue Chip Growth Fund Investor Class: (MF: BUFEX)
(NASDAQ Mutual Funds) As of Oct 24, 2025 05:00 PM ET
$63.22 USD
+0.55 (0.88%)
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.28 | 20 |
| 3 months | 8.87 | 13 |
| 6 months | 25.64 | 18 |
| 1 Year | 20.08 | 21 |
| 3 Year | 28.83 | 14 |
| 5 Year | 15.58 | 23 |
| 10 Year | 15.94 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 104.12 |
| Bear Market (10/07 - 2/09) | -50.85 |
| Bull Market (2/09 - 3/21) | 1,331.04 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 20.08 |
| 5 Year | 15.58 |
| 10 Year | 15.94 |
| Since Inception | 10.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.24 | 15.40 | 8.87 | NA |
| 2024 | 12.56 | 7.72 | 2.03 | 4.16 |
| 2023 | 13.65 | 12.66 | -3.43 | 13.53 |
| 2022 | -9.76 | -19.47 | -4.16 | 2.52 |
| 2021 | 3.21 | 10.92 | 1.17 | 8.83 |
| 2020 | -15.67 | 24.24 | 11.25 | 9.88 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.28 | 28.87 | 40.38 | -28.60 | 26.06 | 28.08 | 31.76 | -1.61 | 24.88 | 6.92 | 7.15 |
| % Total Return Rel to Index | 0.45 | 3.84 | 14.14 | -10.40 | -2.61 | 9.67 | 0.27 | 2.78 | 3.08 | -5.01 | 5.76 |
| % Total Return Rel to Peer | 3.99 | 9.47 | 17.38 | -8.90 | 4.00 | 8.16 | 3.34 | 5.24 | 4.20 | -0.89 | 8.75 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 2.00 | 2.00 | 2.00 | 2.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.06 | 0.06 | 0.11 | 0.04 | 0.12 | 0.03 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.17 | 0.36 | 0.12 | 0.48 | 0.14 |
| Capital Gains ($) | 0.00 | 1.97 | 0.00 | 0.94 | 11.44 | 0.00 | 0.43 | 1.51 | 1.51 | 0.69 | 1.58 |
| Expense Ratio | 0.89 | 0.88 | 0.94 | 0.93 | 0.94 | 0.94 | 0.93 | 0.93 | 0.95 | 0.94 | 0.96 |
* 1 = Top 20%, 5 = Bottom 20%
