Nasdaq - Delayed Quote USD

Buffalo Growth Fund (BIIGX)

33.80 -0.68 (-1.97%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 13.57%
5y Average Return 12.91%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Sep 5, 2024) 42.79%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 42.79%
Worst 3Y Total Return 2.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BIIGX
Category
YTD
16.90%
12.38%
1-Month
1.63%
5.09%
3-Month
7.61%
10.28%
1-Year
23.93%
41.70%
3-Year
5.54%
22.56%
5-Year
13.87%
21.98%
10-Year
12.52%
15.99%
Last Bull Market
28.16%
25.99%
Last Bear Market
-21.00%
-17.29%

Annual Total Return (%) History

Year
BIIGX
Category
2024
--
--
2023
42.79%
--
2022
-31.03%
--
2021
21.85%
--
2020
28.49%
35.86%
2019
--
31.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.95% 5.06% -- --
2023 15.30% 13.84% -3.86% 13.15%
2022 -9.18% -21.00% -6.75% 3.09%
2021 0.84% 11.21% 0.81% 7.78%
2020 -16.01% 24.58% 9.50% 12.14%
2019 7.40% -- -- --

Rank in Category (By Total Return)

YTD 70
1-Month 80
3-Month 20
1-Year 79
3-Year 52
5-Year 73

Load Adjusted Returns

1-Year 23.93%
3-Year 5.54%
5-Year 13.87%
10-Year 12.52%

Performance & Risk

YTD Return 13.57%
5y Average Return 12.91%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Buffalo
Net Assets 176.45M
YTD Return 16.90%
Yield 0.00%
Morningstar Rating
Inception Date Jul 01, 2019

Fund Summary

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants, and rights of “growth companies.” The fund’s investment adviser, defines growth companies as companies that, at the time of purchase, are constituents of the Russell 3000? Growth Index or exhibit growth characteristics consistent with inclusion of companies in the Russell 3000? Growth Index. It is non-diversified.

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