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 higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Berkshire Focus Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Berkshire Focus Fund had a return of -0.30% year-to-date (YTD) and 63.33% in the last 12 months. Over the past 10 years, Berkshire Focus Fund had an annualized return of 22.79%, outperforming the S&P 500 benchmark which had an annualized return of 11.24%.
BFOCX
-0.30%
-5.96%
18.84%
63.33%
13.03%
22.79%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
With an overall rank of 86, BFOCX is among the top 14% of mutual funds on our website when it comes to balancing risk and reward. Below is 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.
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 | |||||||||||
| 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.
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 29.27%.
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 current Berkshire Focus Fund volatility is 11.29%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.