BUFGX Mutual Fund

BUFGX Mutual Fund

NAV$36.46
See how much of BUFGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.07%
3 Months
-0.98%
6 Months
-0.44%
YTD
-1.75%
1 Year
-3.59%
3 Years (annualized)
+17.49%
5 Years (annualized)
+6.67%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
-1.75%
Peer Avg (YTD)
+4.64%
vs Peers
-6.39%

BUFGX Mutual Fund Performance

BUFGX performance across multiple time periods: 1-month -5.07%, YTD -1.75%, 1-year -3.59%, 3-year 17.49%, 5-year 6.67%, 10-year 13.50%.

BUFGX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

BUFGX vs another fund shows side-by-side returns. BUFGX alternatives are available in the Mutual Fund Screener.