BFOCX vs. FELAX
Compare and contrast key facts about Berkshire Focus Fund (BFOCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
BFOCX is managed by Berkshire. It was launched on Jun 30, 1997. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
BFOCX vs. FELAX - Performance Comparison
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BFOCX vs. FELAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | -1.11% | 28.67% | 59.16% | 50.20% | -65.06% | -1.79% | 90.81% | 40.56% | 10.04% | 44.10% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 7.43% | 44.88% | 43.74% | 75.08% | -35.07% | 57.50% | 43.57% | 63.76% | -12.76% | 34.12% |
Returns By Period
In the year-to-date period, BFOCX achieves a -1.11% return, which is significantly lower than FELAX's 7.43% return. Over the past 10 years, BFOCX has underperformed FELAX with an annualized return of 16.87%, while FELAX has yielded a comparatively higher 30.52% annualized return.
BFOCX
- 1D
- 6.92%
- 1M
- -1.41%
- YTD
- -1.11%
- 6M
- -6.40%
- 1Y
- 56.04%
- 3Y*
- 35.46%
- 5Y*
- 1.76%
- 10Y*
- 16.87%
FELAX
- 1D
- 7.13%
- 1M
- -4.47%
- YTD
- 7.43%
- 6M
- 14.34%
- 1Y
- 88.29%
- 3Y*
- 41.26%
- 5Y*
- 28.70%
- 10Y*
- 30.52%
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BFOCX vs. FELAX - Expense Ratio Comparison
BFOCX has a 1.94% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Return for Risk
BFOCX vs. FELAX — Risk / Return Rank
BFOCX
FELAX
BFOCX vs. FELAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BFOCX | FELAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 2.25 | -0.84 |
Sortino ratioReturn per unit of downside risk | 1.96 | 2.85 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.40 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 5.18 | -1.97 |
Martin ratioReturn relative to average drawdown | 9.03 | 19.59 | -10.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BFOCX | FELAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 2.25 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.76 | -0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.89 | -0.87 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.40 | -0.38 |
Correlation
The correlation between BFOCX and FELAX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BFOCX vs. FELAX - Dividend Comparison
BFOCX has not paid dividends to shareholders, while FELAX's dividend yield for the trailing twelve months is around 6.48%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.54% | 21.20% | 14.20% | 5.70% | 21.73% | 0.14% | 9.52% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 6.48% | 6.96% | 7.02% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.71% |
Drawdowns
BFOCX vs. FELAX - Drawdown Comparison
The maximum BFOCX drawdown since its inception was -97.42%, which is greater than FELAX's maximum drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for BFOCX and FELAX.
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Drawdown Indicators
| BFOCX | FELAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.42% | -71.33% | -26.09% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -17.10% | -0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -97.42% | -46.15% | -51.27% |
Max Drawdown (10Y)Largest decline over 10 years | -97.42% | -46.15% | -51.27% |
Current DrawdownCurrent decline from peak | -95.22% | -8.57% | -86.65% |
Average DrawdownAverage peak-to-trough decline | -61.72% | -22.02% | -39.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.30% | 4.52% | +1.78% |
Volatility
BFOCX vs. FELAX - Volatility Comparison
Berkshire Focus Fund (BFOCX) has a higher volatility of 16.76% compared to Fidelity Advisor Semiconductors Fund Class A (FELAX) at 12.79%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFOCX | FELAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.76% | 12.79% | +3.97% |
Volatility (6M)Calculated over the trailing 6-month period | 29.67% | 25.67% | +4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.19% | 40.20% | +1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,099.58% | 38.07% | +1,061.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 777.66% | 34.41% | +743.25% |