| BUFBX | |
|---|---|
| Total return | +160.37% |
| Annualised (CAGR) | +10.04% |
| Volatility (annualised) | +13.82% |
| Sharpe (rf = 0) | 0.73 |
| Deepest drawdown | -35.50% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 7.63% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +160.37% in total (+10.04% a year), with a deepest drawdown of -35.50% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-7.00%), its best 2021 (+30.00%).
| Year | BUFBX |
|---|---|
| 2026 | +16.27% |
| 2025 | +10.39% |
| 2024 | +10.26% |
| 2023 | +7.43% |
| 2022 | +4.01% |
| 2021 | +30.00% |
| 2020 | -2.24% |
| 2019 | +18.76% |
| 2018 | -7.00% |
| 2017 | +13.21% |
| 2016 | +3.61% |
+160.37% in total, which works out to +10.04% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -7.00% (net of fees, dividends reinvested). Its best year was 2021 (+30.00%).
-35.50%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 297 days (about 9.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 7.63% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say BUFBX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -35.50% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.