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Nasdaq - Delayed Quote USD

Buffalo Early Stage Growth Instl (BUIOX)

15.04
+0.17
+(1.14%)
At close: 8:00:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -11.01%
5y Average Return 6.00%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 6, 2025) 47.96%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 47.96%
Worst 3Y Total Return -6.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BUIOX
Category
YTD
-11.55%
12.40%
1-Month
-1.86%
3.37%
3-Month
-14.22%
4.88%
1-Year
-3.21%
55.69%
3-Year
-2.54%
19.34%
5-Year
5.47%
20.72%
10-Year
6.31%
13.98%
Last Bull Market
16.70%
27.85%
Last Bear Market
-19.39%
-24.06%

Annual Total Return (%) History

Year
BUIOX
Category
2025
--
--
2024
7.53%
--
2023
9.98%
--
2022
-30.66%
--
2021
7.94%
--
2020
47.96%
38.62%
2019
--
27.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.87% -- -- --
2024 4.83% -3.19% 7.99% -1.88%
2023 7.29% 6.27% -12.10% 9.75%
2022 -13.44% -19.39% -3.48% 2.97%
2021 7.64% 7.44% -4.12% -2.65%
2020 -25.31% 40.77% 7.78% 30.58%
2019 12.59% -- -- --

Rank in Category (By Total Return)

YTD 57
1-Month 76
3-Month 47
1-Year 83
3-Year 95
5-Year 83

Load Adjusted Returns

1-Year -3.21%
3-Year -2.54%
5-Year 5.47%
10-Year 6.31%

Performance & Risk

YTD Return -11.01%
5y Average Return 6.00%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Buffalo
Net Assets 59.1M
YTD Return -11.55%
Yield 0.00%
Morningstar Rating
Inception Date May 21, 2004

Fund Summary

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights of “early stage growth companies". In addition to the fund's investments in domestic securities, it may also invest up to 20% of its net assets in sponsored or unsponsored ADRs and equity securities of foreign companies that are traded on U.S. stock exchanges.

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