- ISIN
- US0846491027
- CUSIP
- 084649102
- Issuer
- Berkshire
- Inception Date
- Jun 30, 1997
- Category
- Technology Equities
- Min. Investment
- $5,000
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
BFOCX Performance Chart
Berkshire Focus Fund (BFOCX) is up 21.7% since the beginning of the year. BFOCX is currently trading at $47 per share. Investors who bought $1,000 worth of BFOCX shares 5 years ago would now be looking at an investment worth $1,340.
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Compare this symbol against anything
Returns By Period
Berkshire Focus Fund (BFOCX) has returned 21.74% so far this year and 31.11% over the past 12 months. Looking at the last ten years, BFOCX has achieved an annualized return of 18.99%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Berkshire Focus Fund
- 1D
- 15.71%
- 1M
- -12.42%
- 6M
- 22.53%
- YTD
- 21.74%
- 1Y
- 31.11%
- 3Y*
- 33.99%
- 5Y*
- 6.03%
- 10Y*
- 18.99%
- ALL TIME*
- 9.33%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
BFOCX Monthly Returns History
Based on dividend-adjusted daily data since Jun 30, 1997, BFOCX's average daily return is +0.07%, while the average monthly return is +1.38%. At this rate, an investment would double in approximately 4.2 years.
Historically, 58% of months were positive and 42% were negative. The best month was Apr 2001 with a return of +40.4%, while the worst month was Feb 2001 at -46.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.
On a daily basis, BFOCX closed higher 54% of trading days. The best single day was Jan 3, 2001 with a return of +24.4%, while the worst single day was Jan 2, 2001 at -15.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.64% | -1.27% | 0.81% | 30.33% | 19.00% | 7.46% | -26.13% | 21.74% | |||||
| 2025 | 7.21% | -11.32% | -15.72% | 6.93% | 16.75% | 15.57% | 7.78% | -1.67% | 10.12% | 2.77% | -5.89% | -1.39% | 28.67% |
| 2024 | 0.63% | 15.74% | 5.51% | -8.01% | 4.89% | 8.74% | -6.53% | 2.79% | 6.88% | 2.66% | 19.24% | -1.82% | 59.16% |
| 2023 | 17.79% | -1.01% | 4.95% | -6.59% | 17.57% | 7.06% | 8.19% | -10.36% | -7.93% | -9.48% | 20.60% | 7.10% | 50.20% |
| 2022 | -20.60% | -3.37% | -0.61% | -23.65% | -16.84% | -10.33% | 12.40% | -1.25% | -11.06% | -2.51% | -5.75% | -11.29% | -65.06% |
| 2021 | -1.51% | 4.01% | -9.28% | 2.29% | -3.85% | 9.45% | -4.16% | 4.69% | -4.44% | 15.34% | -2.35% | -9.10% | -1.79% |
Benchmark Metrics
Berkshire Focus Fund has an annualized alpha of 3.31%, beta of 1.52, and R2 of 0.52 versus S&P 500 Index. Calculated based on daily prices since June 30, 1997.
- This fund captured 193.06% of S&P 500 Index gains and 155.94% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 3.31% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 1.52 means this fund moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.
- Alpha
- 3.31%
- Beta
- 1.52
- R²
- 0.52
- Upside Capture
- 193.06%
- Downside Capture
- 155.94%
Expense Ratio
BFOCX has a high expense ratio of 1.94%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BFOCX ranks 16 for risk / return — above 16% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BFOCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.25 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 2.00 | -1.28 |
| Martin ratioReturn relative to average drawdown | 2.93 | 8.49 | -5.56 |
Dividends
Dividend History
Berkshire Focus Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.07 | $9.28 | $3.91 | $1.27 | $4.66 | $0.02 | $1.73 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.54% | 21.20% | 14.20% | 5.70% | 21.73% | 0.14% | 9.52% |
Monthly Dividends
The table displays the monthly dividend distributions for Berkshire Focus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.07 | $7.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Berkshire Focus Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Berkshire Focus Fund was 95.80%, occurring on Oct 8, 2002. Recovery took 4463 trading sessions.
The current Berkshire Focus Fund drawdown is 28.22%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-95.80%Oct 2002 | 2y 1mo | 17y 9mo | 19y 10moSep 2000 - Jul 2020 | Dot-com crash2000–2002 |
-72.53%Jan 2023 | 1y 1mo | 3y 3mo | 4y 4moNov 2021 - Apr 2026 | — |
-41.88%Apr 2000 | 1mo 5d | 4mo 11d | 5mo 16dMar 2000 - Aug 2000 | Dot-com crash2000–2002 |
-37.96%Jul 2026 | 1mo 6d | — | 1mo 11dJun 2026 - now | — |
-29.23%May 2021 | 2mo 25d | 5mo 25d | 8mo 20dFeb 2021 - Nov 2021 | — |
Drawdown Indicators
| BFOCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.80% | -56.78% | -39.02% |
Max Drawdown (1Y)Largest decline over 1 year | -37.96% | -9.10% | -28.86% |
Max Drawdown (3Y)Largest decline over 3 years | -40.55% | -18.90% | -21.65% |
Max Drawdown (5Y)Largest decline over 5 years | -72.53% | -25.43% | -47.10% |
Max Drawdown (10Y)Largest decline over 10 years | -72.53% | -33.92% | -38.61% |
Current DrawdownCurrent decline from peak | -28.22% | -1.58% | -26.64% |
Average DrawdownAverage peak-to-trough decline | -57.93% | -10.70% | -47.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.33% | 2.14% | +7.19% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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