See what your fund actually adds

Buffalo Growth & Income Fund BUFDX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

BUFDX compared with its replication portfolio
MeasureBUFDXReplication
Annualized growth10.8%12.6%
Annualized volatility13.5%16.0%
Sharpe ratio0.830.82
Maximum drawdown16.0%20.9%
Replication fit (R²)0.85 · Tracking error 5.2%

Replication portfolio

The published portfolio below is the investable basket used to model BUFDX’s historical return behavior.

BUFDX replication basket weights
TickerBuilding blockWeight
XLFSector · Financials35.7%
VOOUS Large Cap25.0%
VOXSector · Communication21.1%
XLESector · Energy18.1%