| BUFDX | |
|---|---|
| Total return | +230.96% |
| Annualised (CAGR) | +12.72% |
| Volatility (annualised) | +13.94% |
| Sharpe (rf = 0) | 0.91 |
| Deepest drawdown | -33.10% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 1.16% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +230.96% in total (+12.72% a year), with a deepest drawdown of -33.10% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-8.75%), its best 2019 (+27.66%).
| Year | BUFDX |
|---|---|
| 2026 | +11.22% |
| 2025 | +8.40% |
| 2024 | +20.13% |
| 2023 | +20.06% |
| 2022 | -8.75% |
| 2021 | +20.97% |
| 2020 | +16.64% |
| 2019 | +27.66% |
| 2018 | -5.05% |
| 2017 | +17.65% |
| 2016 | +3.67% |
+230.96% in total, which works out to +12.72% 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.
2022 — its calendar-year return was -8.75% (net of fees, dividends reinvested). Its best year was 2019 (+27.66%).
-33.10%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 157 days (about 5.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.16% 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 BUFDX 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 -33.10% 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.