BUFS (BUFS) Performance
BUFS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.9% since Dec 31, 2025
- 1 year
- +8.7% total return
- Since first price
- +24.2% since 2024
BUFS trailing returns vs SPY, QQQ, AGG
| Period | BUFS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.8% | −0.8% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.4% | −1.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.3% | +2.3% | +7.8% | +8.4% | −1.5% |
| YTD | +7.9% | +7.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +8.7% | +8.7% | +14.4% | +15.9% | −1.1% |
| Since inceptionJun 4, 2024 | +24.2% | +24.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BUFS vs SPY
From Jun 4, 2024: BUFS grew to $12,424, SPY to $14,807.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BUFS returns by calendar year
1 of 1 full years positive. Best 2025 (+7.1%), worst 2025 (+7.1%). 2026 is year to date.
BUFS annual returns table
| Year | BUFS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +7.9% | −4.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.1% | −14.2% | +17.7% | +20.8% | +7.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BUFS largest drawdowns
Now 3.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 4, 2024 | −15.0% | Apr 8, 2025 | Sep 5, 2025 | 4 months | 9 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BUFS risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +9.9% |
| Volatility (annualized) | 8.4% |
| Sharpe ratio | 0.69 |
| Sortino ratio | 1.12 |
| Best month | +5.0% |
| Worst month | −3.8% |
| Best 12 months | +20.8% |
| Worst 12 months | +1.4% |
| Positive months | 70% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BUFS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 17 | +1.4% | +8.7% | +20.8% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
BUFS performance overview
BUFS (BUFS) returned +8.7% over the past year, with distributions reinvested. Since its first recorded price on Jun 4, 2024 it has returned +24.2%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −15.0%, from Dec 4, 2024 to Apr 8, 2025, and it took 5 months to get back to the old high. Volatility has been 8.4% a year.
Related: BUFS chart. See the BUFS overview for the latest quote and fund facts.
BUFS performance FAQ
What is the BUFS return over the past year?
BUFS returned +8.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 8.7%.
How much would $10,000 invested in BUFS be worth?
$10,000 invested in BUFS at its first recorded close on June 4, 2024 would be worth about $12,424 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of BUFS?
The largest peak-to-trough decline was −15.0% between December 4, 2024 and April 8, 2025. It recovered to the old high on September 5, 2025, 5 months after the bottom.
How volatile is BUFS?
Over the past history BUFS had an annualized volatility of 8.4% and a Sharpe ratio of 0.69 (excess return over 1–3 month T-bills per unit of risk).