Berkshire Focus Fund (BFOCX)
The fund invests primarily in common stocks that are selected for their long-term growth potential. It may invest in companies of any size. The fund concentrates its investments in the electronic technology industry, which means more than 25%, and as much as 100%, of the fund's total assets can be invested in that particular industry. It may invest without limitation in foreign securities and certain types of exchange traded funds.
Fund Info
US0846491027
084649102
Jun 30, 1997
$5,000
Mid-Cap
Growth
Expense Ratio
BFOCX has a high expense ratio of 1.94%, indicating above-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Berkshire Focus Fund (BFOCX) returned -1.16% year-to-date (YTD) and 29.06% over the past 12 months. Over the past 10 years, BFOCX delivered an annualized return of 20.64%, outperforming the S&P 500 benchmark at 10.82%.
BFOCX
-1.16%
29.84%
-1.97%
29.06%
20.89%
10.59%
20.64%
^GSPC (Benchmark)
1.00%
12.45%
0.40%
11.91%
15.05%
15.04%
10.82%
Monthly Returns
The table below presents the monthly returns of BFOCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.21% | -11.32% | -15.72% | 6.93% | 15.36% | -1.16% | |||||||
| 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% | 4.70% | -4.44% | 15.34% | -2.35% | -9.10% | -1.79% |
| 2020 | 6.79% | -0.14% | -14.71% | 14.69% | 12.60% | 9.83% | 12.07% | 11.65% | -2.56% | -1.85% | 17.54% | 31.56% | 138.75% |
| 2019 | 12.94% | 11.66% | 2.73% | 2.07% | -4.16% | 3.96% | 2.31% | -0.63% | -6.65% | 4.58% | 4.04% | 3.31% | 40.56% |
| 2018 | 16.30% | -0.52% | -2.98% | 0.25% | 6.42% | 2.02% | -1.56% | 13.79% | 2.28% | -15.44% | 0.28% | -12.36% | 4.01% |
| 2017 | 7.12% | 1.70% | 4.46% | 3.01% | 5.42% | -1.16% | 5.74% | 3.04% | 0.25% | 9.81% | 0.57% | -2.18% | 44.10% |
| 2016 | -8.19% | -6.17% | 7.02% | -2.56% | 2.69% | -2.74% | 6.37% | 2.13% | 3.55% | -2.02% | -1.50% | 2.34% | -0.31% |
| 2015 | -2.16% | 8.14% | -1.02% | 1.63% | 6.89% | 0.30% | 3.59% | -7.56% | -4.48% | 8.77% | 1.55% | 58.79% | 83.08% |
| 2014 | 3.98% | 9.33% | -12.33% | -11.31% | 4.57% | 11.95% | -5.48% | 3.61% | -2.99% | 3.31% | 0.72% | -3.57% | -1.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BFOCX is 66, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
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 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $7.07 | $9.28 | $3.91 | $1.27 | $4.66 | $0.02 | $9.48 | $0.01 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 19.54% | 21.20% | 14.20% | 5.70% | 21.73% | 0.14% | 52.14% | 0.04% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.28 | $9.28 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.91 | $3.91 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 | $1.27 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.66 | $4.66 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.48 | $9.48 |
| 2014 | $0.01 | $0.01 |
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.
Loading data...
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 4198 trading sessions.
The current Berkshire Focus Fund drawdown is 29.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -95.8% | Sep 5, 2000 | 522 | Oct 8, 2002 | 4198 | Jun 20, 2019 | 4720 |
| -72.53% | Nov 22, 2021 | 282 | Jan 5, 2023 | — | — | — |
| -41.88% | Mar 10, 2000 | 26 | Apr 14, 2000 | 89 | Aug 23, 2000 | 115 |
| -34.27% | Feb 20, 2020 | 18 | Mar 16, 2020 | 60 | Jun 10, 2020 | 78 |
| -29.23% | Feb 17, 2021 | 61 | May 13, 2021 | 122 | Nov 4, 2021 | 183 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...