BUFBX Performance — Buffalo Flexible Allocation Fund, Investor Class
Data updated: 2026-08-21
BUFBX returned +8.54% year to date and +13.91% over one year to Jun 2026. Annualised returns are +11.73% over 3 years and +10.27% over 5 years. The fund trailed its US Large Blend category average: $100 invested three years ago grew to $139, against $157 for the category, and to $114 over one year, against $118. Volatility over the past three years was 9.04% a year. In the 12 months to Jun 2026 the fund lost a net $15.8M, and assets reached $460.92M.
BUFBX Growth of $100
What $100 invested in Buffalo Flexible Allocation Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | BUFBX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $114 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $139 | $157 |
| 5 years (Jul 2021 – Jun 2026) | $163 | $161 |
| Since data start (Jul 2019 – Jun 2026) | $198 | $229 |
BUFBX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.54% |
| 1 year | +13.91% |
| 3 years (annualised) | +11.73% |
| 5 years (annualised) | +10.27% |
BUFBX Annual Returns
Calendar-year total returns of Buffalo Flexible Allocation Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +8.54% |
| 2025 | +10.40% |
| 2024 | +10.24% |
| 2023 | +7.42% |
| 2022 | +4.02% |
| 2021 | +30.00% |
| 2020 | −2.24% |
| 2019 (Jul–Dec) | +5.78% |
BUFBX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.3% | +3.6% | −0.4% | +1.6% | +2.4% | −3.0% | — | — | — | — | — | — |
| 2025 | +2.6% | +3.7% | −1.4% | −4.5% | +2.7% | +2.1% | −0.1% | +2.2% | +1.3% | −0.7% | +2.9% | −0.7% |
| 2024 | +2.4% | +2.6% | +4.8% | −2.9% | +2.3% | +1.2% | +0.6% | +2.9% | −0.4% | −2.3% | +4.7% | −5.3% |
| 2023 | +2.3% | −4.8% | +1.7% | +2.9% | −4.6% | +4.6% | +2.8% | +0.1% | −2.5% | −0.9% | +4.4% | +1.7% |
| 2022 | +0.5% | −0.9% | +4.4% | −2.3% | +3.6% | −7.4% | +3.6% | −1.8% | −7.6% | +12.0% | +5.0% | −3.4% |
| 2021 | +2.3% | +2.4% | +4.1% | +3.1% | +2.7% | +1.8% | −0.4% | +1.4% | −1.6% | +5.7% | −0.6% | +5.9% |
| 2020 | −1.6% | −9.4% | −15.1% | +13.4% | +2.3% | +0.8% | +2.1% | +2.7% | −4.5% | −4.8% | +12.2% | +3.2% |
| 2019 | — | — | — | — | — | — | +0.1% | −2.3% | +3.4% | −0.4% | +2.1% | +3.0% |
BUFBX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 9.04%
- 3-year Sharpe ratio: 0.80 (vs 4.5% risk-free rate)
- Best month: +4.78% (Mar 2024)
- Worst month: −5.33% (Dec 2024)
BUFBX Fund Flows
Monthly money in and out of Buffalo Flexible Allocation Fund, from SEC Form N-PORT.
- 12-month net flow: −$15.8M
- 12-month gross sales (incl. reinvestments): $58.0M
- Sales ÷ redemptions: 0.79×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $4.6M | $10.2M | −$5.6M |
| May 2026 | $6.0M | $4.6M | $1.4M |
| Apr 2026 | $3.3M | $4.5M | −$1.1M |
| Mar 2026 | $1.8M | $5.1M | −$3.3M |
| Feb 2026 | $1.4M | $5.5M | −$4.2M |
| Jan 2026 | $1.2M | $4.1M | −$2.9M |
| Dec 2025 | $31.1M | $8.7M | $22.4M |
| Nov 2025 | $3.7M | $7.6M | −$4.0M |
| Oct 2025 | $718K | $4.8M | −$4.1M |
| Sep 2025 | $1.7M | $6.2M | −$4.5M |
| Aug 2025 | $1.7M | $6.8M | −$5.1M |
| Jul 2025 | $823K | $5.7M | −$4.9M |
BUFBX Assets Under Management
Net assets of Buffalo Flexible Allocation Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $460.92M |
| 2026-03-31 | $464.19M |
| 2025-12-31 | $442.22M |
| 2025-09-30 | $454.29M |
| 2025-06-30 | $455.68M |
| 2025-03-31 | $467.56M |
| 2024-12-31 | $460.09M |
| 2024-09-30 | $490.28M |
| 2024-06-30 | $485.17M |
| 2024-03-31 | $489.39M |
| 2023-12-31 | $461.32M |
| 2023-09-30 | $452.45M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.