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Buffalo Dividend Focus Institutional (BUIDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.00+0.05 (+0.17%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.81%
5-year average return13.43%
Number of years up3
Number of years down1
Best 1-yr total return (2 Jul 2024)21.15%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return21.15%
Worst 3-yr total return8.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBUIDXCategory
YTD9.89%5.31%
1-month0.47%-4.19%
3-month-0.06%3.90%
1-year19.77%20.31%
3-year8.99%6.48%
5-year13.59%11.78%
10-year11.44%10.96%
Last bull market23.89%25.56%
Last bear market-11.52%-15.11%

Annual total return (%) history

Year
BUIDXCategory
2024
N/AN/A
2023
20.21%22.32%
2022
-8.62%-16.96%
2021
21.15%26.07%
2020
16.83%15.83%
2019
N/A28.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.96%-0.06%N/AN/A
20233.70%6.35%-1.92%11.13%
2022-1.25%-11.52%-3.75%8.67%
20215.40%7.16%0.40%6.83%
2020-20.31%19.97%6.58%14.66%
20197.87%N/AN/AN/A

Rank in category (by total return)

YTD76
1-month90
3-month82
1-year68
3-year40
5-year57

Load adjusted returns

1-year19.77%
3-year8.99%
5-year13.59%
10-year11.44%