BUFDX Performance — Buffalo Growth & Income Fund, Investor Class
Data updated: 2026-08-21
BUFDX returned +7.15% year to date and +13.14% over one year to Jun 2026. Annualised returns are +14.98% over 3 years and +10.37% over 5 years. The fund trailed its US Large Value category average: $100 invested three years ago grew to $152, against $158 for the category, and to $113 over one year, against $121. Volatility over the past three years was 11.59% a year. In the 12 months to Jun 2026 the fund lost a net $16.2M, and assets reached $177.66M.
BUFDX Growth of $100
What $100 invested in Buffalo Growth & Income Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Value category average over the same months.
| Period | BUFDX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $113 | $121 |
| 3 years (Jul 2023 – Jun 2026) | $152 | $158 |
| 5 years (Jul 2021 – Jun 2026) | $164 | $165 |
| Since data start (Jul 2019 – Jun 2026) | $239 | $223 |
BUFDX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.15% |
| 1 year | +13.14% |
| 3 years (annualised) | +14.98% |
| 5 years (annualised) | +10.37% |
BUFDX Annual Returns
Calendar-year total returns of Buffalo Growth & Income Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +7.15% |
| 2025 | +8.40% |
| 2024 | +20.13% |
| 2023 | +20.06% |
| 2022 | −8.76% |
| 2021 | +20.96% |
| 2020 | +16.63% |
| 2019 (Jul–Dec) | +10.64% |
BUFDX 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 | +2.5% | +1.9% | −5.1% | +7.3% | +1.0% | −0.2% | — | — | — | — | — | — |
| 2025 | +4.1% | −1.2% | −4.7% | −2.8% | +4.1% | +3.5% | +0.8% | +3.0% | +0.7% | −1.0% | +2.2% | −0.2% |
| 2024 | +1.1% | +4.4% | +4.2% | −4.0% | +3.5% | +0.5% | +3.1% | +2.6% | +1.3% | −0.1% | +7.2% | −4.6% |
| 2023 | +5.4% | −3.3% | +1.7% | +2.8% | −2.0% | +5.5% | +2.9% | −1.3% | −3.4% | −1.4% | +7.8% | +4.5% |
| 2022 | −1.8% | −1.7% | +2.3% | −5.4% | +1.3% | −7.7% | +7.3% | −2.8% | −7.8% | +7.7% | +5.2% | −4.2% |
| 2021 | −1.7% | +4.1% | +2.9% | +5.3% | +1.0% | +0.7% | +1.2% | +1.8% | −2.7% | +5.3% | −3.0% | +4.6% |
| 2020 | +0.1% | −7.6% | −13.9% | +12.8% | +4.5% | +1.7% | +4.3% | +5.8% | −3.5% | −1.8% | +11.9% | +4.3% |
| 2019 | — | — | — | — | — | — | +2.1% | −1.0% | +1.4% | +1.4% | +3.8% | +2.6% |
BUFDX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 11.59%
- 3-year Sharpe ratio: 0.90 (vs 4.5% risk-free rate)
- Best month: +7.82% (Nov 2023)
- Worst month: −5.12% (Mar 2026)
BUFDX Fund Flows
Monthly money in and out of Buffalo Growth & Income Fund, from SEC Form N-PORT.
- 12-month net flow: −$16.2M
- 12-month gross sales (incl. reinvestments): $14.9M
- Sales ÷ redemptions: 0.48×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.2M | $1.8M | −$651K |
| May 2026 | $874K | $2.0M | −$1.1M |
| Apr 2026 | $1.3M | $1.8M | −$582K |
| Mar 2026 | $3.4M | $6.0M | −$2.6M |
| Feb 2026 | $1.2M | $2.3M | −$1.1M |
| Jan 2026 | $889K | $3.8M | −$2.9M |
| Dec 2025 | $1.1M | $1.7M | −$641K |
| Nov 2025 | $738K | $3.6M | −$2.9M |
| Oct 2025 | $967K | $3.2M | −$2.3M |
| Sep 2025 | $1.2M | $1.9M | −$700K |
| Aug 2025 | $663K | $1.5M | −$790K |
| Jul 2025 | $1.4M | $1.5M | −$114K |
BUFDX Assets Under Management
Net assets of Buffalo Growth & Income Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $177.66M |
| 2026-03-31 | $166.74M |
| 2025-12-31 | $176.23M |
| 2025-09-30 | $180.71M |
| 2025-06-30 | $174.85M |
| 2025-03-31 | $163.53M |
| 2024-12-31 | $165.73M |
| 2024-09-30 | $164.73M |
| 2024-06-30 | $163.09M |
| 2024-03-31 | $163.92M |
| 2023-12-31 | $142.89M |
| 2023-09-30 | $121.83M |
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.