Buffalo Dividend Focus Fund Manager Performance Evaluation
| BUFDX Fund | USD 33.42 0.21 0.62% |
The fund shows a Beta (market volatility) of -0.0119, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Buffalo Dividend are expected to decrease at a much lower rate. During the bear market, Buffalo Dividend is likely to outperform the market.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Buffalo Dividend Focus are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Buffalo Dividend may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 29th of July 2022 | |
| Expense Ratio | 0.9400 |
Buffalo |
Buffalo Dividend Relative Risk vs. Return Landscape
If you would invest 3,112 in Buffalo Dividend Focus on August 26, 2024 and sell it today you would earn a total of 230.00 from holding Buffalo Dividend Focus or generate 7.39% return on investment over 90 days. Buffalo Dividend Focus is currently producing 0.1117% returns and takes up 0.6364% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Buffalo, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Buffalo Dividend Current Valuation
Overvalued
Today
Please note that Buffalo Dividend's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Buffalo Dividend Focus shows a prevailing Real Value of $32.41 per share. The current price of the fund is $33.42. We determine the value of Buffalo Dividend Focus from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Buffalo Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Buffalo Mutual Fund. However, Buffalo Dividend's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 33.42 | Real 32.41 | Hype 33.42 | Naive 33.43 |
The intrinsic value of Buffalo Dividend's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Buffalo Dividend's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Buffalo Dividend Focus helps investors to forecast how Buffalo mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Buffalo Dividend more accurately as focusing exclusively on Buffalo Dividend's fundamentals will not take into account other important factors: Buffalo Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Buffalo Dividend's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Buffalo Dividend Focus, and traders can use it to determine the average amount a Buffalo Dividend's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1756
| Best Portfolio | Best Equity | |||
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| Cash | BUFDX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Buffalo Dividend is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Buffalo Dividend by adding it to a well-diversified portfolio.
Buffalo Dividend Fundamentals Growth
Buffalo Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Buffalo Dividend, and Buffalo Dividend fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Buffalo Mutual Fund performance.
| Price To Earning | 18.02 X | ||||
| Price To Book | 2.56 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 31.68 M | ||||
About Buffalo Dividend Performance
Evaluating Buffalo Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Buffalo Dividend has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Buffalo Dividend has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in a mix of growth equity securities and income producing securities, with no minimum or maximum investment requirements specified for either category. The fund may invest up to 20 percent of its net assets in sponsored or unsponsored American Depositary Receipts and securities of foreign companies that are traded on U.S. stock exchanges.Things to note about Buffalo Dividend Focus performance evaluation
Checking the ongoing alerts about Buffalo Dividend for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Buffalo Dividend Focus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 10.49% of its assets under management (AUM) in cash |
- Analyzing Buffalo Dividend's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Buffalo Dividend's stock is overvalued or undervalued compared to its peers.
- Examining Buffalo Dividend's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Buffalo Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Buffalo Dividend's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Buffalo Dividend's mutual fund. These opinions can provide insight into Buffalo Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Buffalo Mutual Fund
Buffalo Dividend financial ratios help investors to determine whether Buffalo Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Buffalo with respect to the benefits of owning Buffalo Dividend security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |