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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.
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Returns By Period
Berkshire Focus Fund (BFOCX) has returned -7.50% so far this year and 48.53% over the past 12 months. Looking at the last ten years, BFOCX has achieved an annualized return of 16.09%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
Berkshire Focus Fund
- 1D
- -5.71%
- 1M
- -5.71%
- YTD
- -7.50%
- 6M
- -11.79%
- 1Y
- 48.53%
- 3Y*
- 32.48%
- 5Y*
- 0.99%
- 10Y*
- 16.09%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jun 30, 1997, BFOCX's average daily return is +0.42%, while the average monthly return is +1.29%. At this rate, your investment would double in approximately 4.5 years.
Historically, 57% of months were positive and 43% 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 21, 2025 with a return of +2,425.1%, while the worst single day was Jan 22, 2025 at -95.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.64% | -1.27% | -5.71% | -7.50% | |||||||||
| 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 151.04%, beta of 1.67, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since July 01, 1997.
- This fund captured 188.38% of S&P 500 Index gains and 153.49% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- R² of 0.00 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 151.04%
- Beta
- 1.67
- R²
- 0.00
- Upside Capture
- 188.38%
- Downside Capture
- 153.49%
Expense Ratio
BFOCX has a high expense ratio of 1.94%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BFOCX ranks 68 for risk / return — better than 68% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and compare them to a chosen benchmark (S&P 500 Index).
| BFOCX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.90 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.39 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.31 | 1.40 | +0.91 |
Martin ratioReturn relative to average drawdown | 6.55 | 6.61 | -0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore BFOCX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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 | |||||||||
| 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 97.42%, occurring on Apr 4, 2025. The portfolio has not yet recovered.
The current Berkshire Focus Fund drawdown is 95.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -97.42% | Jan 22, 2025 | 52 | Apr 4, 2025 | — | — | — |
| -95.8% | Sep 5, 2000 | 524 | Oct 8, 2002 | 4463 | Jul 1, 2020 | 4987 |
| -72.53% | Nov 22, 2021 | 282 | Jan 5, 2023 | 513 | Jan 21, 2025 | 795 |
| -41.88% | Mar 10, 2000 | 26 | Apr 14, 2000 | 90 | Aug 23, 2000 | 116 |
| -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.
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