BUFOX Mutual Fund

NAV$18.34

Returns Overview

1 Month
-5.07%
3 Months
+9.62%
6 Months
+6.20%
YTD
+12.17%
1 Year
+29.89%
3 Years (annualized)
+8.92%
5 Years (annualized)
+1.89%
10 Years (annualized)
+18.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFOX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.17%
Peer Avg (YTD)
+18.52%
vs Peers
-6.35%

BUFOX Mutual Fund Performance

BUFOX performance across multiple time periods: 1-month -5.07%, YTD 12.17%, 1-year 29.89%, 3-year 8.92%, 5-year 1.89%, 10-year 18.12%.

BUFOX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

BUFOX performance comparison shows side-by-side returns with another fund. BUFOX alternatives are available in the Mutual Fund Screener.