BUFEX Performance — Buffalo Blue Chip Growth Fund, Investor Class
Data updated: 2026-08-21
BUFEX returned +7.05% year to date and +17.54% over one year to Jun 2026. Annualised returns are +20.70% over 3 years and +12.10% over 5 years. The fund beat its US Large Growth category average: $100 invested three years ago grew to $176, against $175 for the category, and to $118 over one year, against $117. Volatility over the past three years was 15.07% a year. In the 12 months to Jun 2026 the fund took in a net $10.1M, and assets reached $184.56M.
BUFEX Growth of $100
What $100 invested in Buffalo Blue Chip Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | BUFEX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $118 | $117 |
| 3 years (Jul 2023 – Jun 2026) | $176 | $175 |
| 5 years (Jul 2021 – Jun 2026) | $177 | $166 |
| Since data start (Jul 2019 – Jun 2026) | $284 | $271 |
BUFEX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.05% |
| 1 year | +17.54% |
| 3 years (annualised) | +20.70% |
| 5 years (annualised) | +12.10% |
BUFEX Annual Returns
Calendar-year total returns of Buffalo Blue Chip Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +7.05% |
| 2025 | +16.27% |
| 2024 | +28.87% |
| 2023 | +40.37% |
| 2022 | −28.60% |
| 2021 | +26.09% |
| 2020 | +28.09% |
| 2019 (Jul–Dec) | +9.34% |
BUFEX 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 | −0.5% | −2.2% | −5.2% | +12.3% | +5.8% | −2.3% | — | — | — | — | — | — |
| 2025 | +2.6% | −3.0% | −7.8% | +1.1% | +7.7% | +6.0% | +3.7% | +0.9% | +4.0% | +3.2% | −1.5% | −0.8% |
| 2024 | +3.1% | +7.2% | +1.9% | −3.7% | +6.0% | +5.5% | −1.9% | +2.1% | +1.9% | −0.8% | +5.3% | −0.3% |
| 2023 | +7.1% | −1.2% | +7.4% | +1.7% | +4.2% | +6.4% | +2.0% | −0.4% | −4.9% | −0.3% | +9.9% | +3.6% |
| 2022 | −8.8% | −4.1% | +3.2% | −11.0% | −2.8% | −7.0% | +10.5% | −4.6% | −9.1% | +5.4% | +4.1% | −6.6% |
| 2021 | −0.8% | +1.5% | +2.5% | +6.6% | −0.5% | +4.6% | +3.5% | +3.5% | −5.5% | +7.0% | −0.2% | +1.9% |
| 2020 | +1.6% | −7.0% | −10.8% | +13.4% | +6.3% | +3.1% | +7.2% | +8.4% | −4.2% | −2.5% | +8.8% | +3.6% |
| 2019 | — | — | — | — | — | — | +1.5% | −0.6% | +0.1% | +2.2% | +3.4% | +2.4% |
BUFEX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 15.07%
- 3-year Sharpe ratio: 1.08 (vs 4.5% risk-free rate)
- Best month: +12.26% (Apr 2026)
- Worst month: −7.83% (Mar 2025)
BUFEX Fund Flows
Monthly money in and out of Buffalo Blue Chip Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $10.1M
- 12-month gross sales (incl. reinvestments): $29.6M
- Sales ÷ redemptions: 1.51×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $988K | $1.6M | −$590K |
| May 2026 | $2.4M | $2.5M | −$88K |
| Apr 2026 | $2.2M | $1.4M | $775K |
| Mar 2026 | $2.4M | $1.2M | $1.2M |
| Feb 2026 | $1.5M | $1.9M | −$424K |
| Jan 2026 | $2.7M | $2.2M | $521K |
| Dec 2025 | $12.1M | $1.5M | $10.6M |
| Nov 2025 | $793K | $1.1M | −$354K |
| Oct 2025 | $1.2M | $1.6M | −$410K |
| Sep 2025 | $806K | $1.5M | −$692K |
| Aug 2025 | $969K | $1.3M | −$284K |
| Jul 2025 | $1.6M | $1.7M | −$135K |
BUFEX Assets Under Management
Net assets of Buffalo Blue Chip Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $184.56M |
| 2026-03-31 | $159.02M |
| 2025-12-31 | $170.85M |
| 2025-09-30 | $170.39M |
| 2025-06-30 | $157.55M |
| 2025-03-31 | $137.55M |
| 2024-12-31 | $155.77M |
| 2024-09-30 | $149.22M |
| 2024-06-30 | $146.00M |
| 2024-03-31 | $129.11M |
| 2023-12-31 | $110.85M |
| 2023-09-30 | $99.62M |
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.