BUIDX Performance — Buffalo Growth & Income Fund, Institutional Class
Data updated: 2026-08-21
BUIDX returned +7.19% year to date and +13.30% over one year to Jun 2026. Annualised returns are +15.13% over 3 years and +10.53% over 5 years. The fund trailed its US Large Value category average: $100 invested three years ago grew to $153, against $158 for the category, and to $113 over one year, against $121. Volatility over the past three years was 11.60% a year. In the 12 months to Jun 2026 the fund lost a net $16.2M, and assets reached $177.66M.
BUIDX 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 | BUIDX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $113 | $121 |
| 3 years (Jul 2023 – Jun 2026) | $153 | $158 |
| 5 years (Jul 2021 – Jun 2026) | $165 | $165 |
| Since data start (Jul 2019 – Jun 2026) | $240 | $223 |
BUIDX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.19% |
| 1 year | +13.30% |
| 3 years (annualised) | +15.13% |
| 5 years (annualised) | +10.53% |
BUIDX 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) | +7.19% |
| 2025 | +8.56% |
| 2024 | +20.33% |
| 2023 | +20.21% |
| 2022 | −8.61% |
| 2021 | +21.15% |
| 2020 | +16.85% |
| 2019 (Jul–Dec) | +10.00% |
BUIDX 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% | +7.4% | +1.0% | −0.2% | — | — | — | — | — | — |
| 2025 | +4.1% | −1.2% | −4.6% | −2.8% | +4.1% | +3.5% | +0.8% | +3.0% | +0.8% | −1.0% | +2.2% | −0.2% |
| 2024 | +1.1% | +4.4% | +4.2% | −3.9% | +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% | +7.9% | +4.5% |
| 2022 | −1.8% | −1.7% | +2.3% | −5.4% | +1.3% | −7.6% | +7.3% | −2.8% | −7.8% | +7.8% | +5.2% | −4.2% |
| 2021 | −1.6% | +4.1% | +3.0% | +5.3% | +1.0% | +0.7% | +1.2% | +1.9% | −2.7% | +5.3% | −3.0% | +4.6% |
| 2020 | +0.1% | −7.5% | −13.9% | +12.8% | +4.5% | +1.7% | +4.3% | +5.9% | −3.5% | −1.8% | +11.9% | +4.3% |
| 2019 | — | — | — | — | — | — | +1.4% | −0.9% | +1.5% | +1.4% | +3.7% | +2.6% |
BUIDX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 11.60%
- 3-year Sharpe ratio: 0.92 (vs 4.5% risk-free rate)
- Best month: +7.86% (Nov 2023)
- Worst month: −5.11% (Mar 2026)
BUIDX 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 |
BUIDX 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.