(BUFS) BUFS - Ratings and Ratios

Exchange: BATS • Country: USA • Currency: USD • Type: Etf • • Defined Outcome

BUFS: Options, Exchange-traded, Contracts, Settlement, ETFs, Portfolio

The BUFS ETF employs a laddered portfolio strategy, meaning it invests in a series of underlying ETFs with staggered target outcome periods. These expiration dates are structured on a rolling basis, allowing the fund to maintain exposure to market movements while managing the timing of its investments. The underlying ETFs allocate most of their assets to FLEX Options on the iShares Russell 2000 ETF (IWM), which provides exposure to small-cap U.S. equities. FLEX Options are highly customizable, exchange-traded contracts with guaranteed settlement by the Options Clearing Corporation (OCC), offering a level of security and flexibility in hedging or speculation.

As a non-diversified fund, BUFS can concentrate its investments in a smaller number of securities, which may amplify both potential returns and risks. This approach aligns with its defined outcome strategy, which seeks to deliver specific return profiles within predefined periods. The funds structure is designed to appeal to investors seeking targeted exposure to small-cap equities with the added layer of options-based risk management.

Based on the technical data, BUFS is currently trading below its SMA20, SMA50, and SMA200, indicating bearish momentum. The low ATR of 0.20 suggests limited volatility in the near term. Over the next 3 months, if BUFS fails to reclaim its SMA20 (21.39), it may face further downside pressure, potentially testing the SMA200 support level at 21.04. A breakout above the SMA50 (21.47) could signal a trend reversal. With an AUM of $68.25M, BUFS operates with moderate scale, allowing it to maintain liquidity in its underlying FLEX Options positions. The funds exposure to small-cap equities via IWM positions it to benefit from any broad market rally in the U.S. equity market. Over the next 3 months, its performance will closely track the Russell 2000 Index, with potential returns influenced by the effectiveness of its options strategy in mitigating downside risk.

Additional Sources for BUFS ETF

BUFS ETF Overview

Market Cap in USD 70m
Category Defined Outcome
IPO / Inception 2024-05-29

BUFS ETF Ratings

Growth 5y 29.2%
Fundamental -
Dividend 0.0%
Rel. Strength Industry -4.54
Analysts -
Fair Price Momentum 17.26 USD
Fair Price DCF -

BUFS Dividends

No Dividends Paid

BUFS Growth Ratios

Growth Correlation 3m -45.9%
Growth Correlation 12m 67.3%
Growth Correlation 5y 67.3%
CAGR 5y 2.67%
CAGR/Max DD 5y 0.30
Sharpe Ratio 12m 0.45
Alpha -5.75
Beta 0.65
Volatility 12.77%
Current Volume 60.2k
Average Volume 20d 27.6k
What is the price of BUFS stocks?
As of March 15, 2025, the stock is trading at USD 20.37 with a total of 60,226 shares traded.
Over the past week, the price has changed by -0.89%, over one month by -6.30%, over three months by -6.88% and over the past year by +2.67%.
Is BUFS a good stock to buy?
Neither. Based on ValueRay Analyses, BUFS is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 29.20 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BUFS as of March 2025 is 17.26. This means that BUFS is currently overvalued and has a potential downside of -15.27%.
Is BUFS a buy, sell or hold?
BUFS has no consensus analysts rating.
What are the forecast for BUFS stock price target?
According to ValueRays Forecast Model, BUFS BUFS will be worth about 19.3 in March 2026. The stock is currently trading at 20.37. This means that the stock has a potential downside of -5.45%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 19.3 -5.4%