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Biondo Focus Fund (BFONX)

Mutual Fund · Currency in USD · Last updated Mar 21, 2023

The investment seeks long-term capital appreciation. The fund invests primarily in a combination of long and short positions in (1) common stock of U.S. companies of any capitalization; (2) American depositary receipts ("ADRs") representing common stock of foreign companies; (3) investment grade fixed income securities; (4) exchange-traded funds and (5) options on common stock, ADRs and ETFs. It may also employ leverage including bank borrowing of up to 33% of the fund's assets (defined as net assets plus borrowing for investment purposes). The fund is non-diversified.

Share Price Chart

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The chart shows the growth of $10,000 invested in Biondo Focus Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $23,711 for a total return of roughly 137.11%. All prices are adjusted for splits and dividends.

BFONX (Biondo Focus Fund)
Benchmark (^GSPC)

S&P 500

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Biondo Focus Fund


Biondo Focus Fund had a return of 6.15% year-to-date (YTD) and -23.44% in the last 12 months. Over the past 10 years, Biondo Focus Fund had an annualized return of 9.42%, which was very close to the S&P 500 benchmark's annualized return of 9.86%.

1 month-2.51%-3.13%
6 months6.94%2.02%
1 year-23.44%-11.46%
5 years (annualized)2.73%7.79%
10 years (annualized)9.42%9.86%

Monthly Returns Heatmap


Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Biondo Focus Fund Sharpe ratio is -0.59. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

BFONX (Biondo Focus Fund)
Benchmark (^GSPC)

Dividend History

Biondo Focus Fund granted a 1.57% dividend yield in the last twelve months. The annual payout for that period amounted to $0.24 per share.


Dividend yield


Monthly Dividends

The table displays the monthly dividend distributions for Biondo Focus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

BFONX (Biondo Focus Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Biondo Focus Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Biondo Focus Fund is 48.30%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.



To Bottom


To Recover



-48.3%Sep 7, 2021280Oct 14, 2022
-38.61%Apr 29, 2011163Dec 19, 2011404Aug 1, 2013567
-37.75%Jul 21, 2015237Jun 27, 2016267Jul 19, 2017504
-32.27%Feb 20, 202023Mar 23, 202063Jun 22, 202086
-23.29%Oct 1, 201859Dec 24, 2018245Dec 13, 2019304
-19.9%Apr 16, 201056Jul 6, 2010126Jan 3, 2011182
-13.34%Feb 16, 202162May 13, 202127Jun 22, 202189
-12.34%Mar 6, 201427Apr 11, 201439Jun 9, 201466
-11.51%Mar 13, 201818Apr 6, 201826May 14, 201844
-10.92%Sep 3, 201429Oct 13, 201432Nov 26, 201461

Volatility Chart

Current Biondo Focus Fund volatility is 37.40%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.

BFONX (Biondo Focus Fund)
Benchmark (^GSPC)