BFOCX vs. FELIX
Compare and contrast key facts about Berkshire Focus Fund (BFOCX) and Fidelity Advisor Semiconductors Fund Class I (FELIX).
BFOCX is managed by Berkshire. It was launched on Jun 30, 1997. FELIX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
BFOCX vs. FELIX - Performance Comparison
Loading graphics...
BFOCX vs. FELIX - 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% |
FELIX Fidelity Advisor Semiconductors Fund Class I | 7.49% | 45.25% | 44.10% | 75.49% | -34.88% | 57.89% | 44.02% | 64.21% | -12.52% | 34.54% |
Returns By Period
In the year-to-date period, BFOCX achieves a -1.11% return, which is significantly lower than FELIX's 7.49% return. Over the past 10 years, BFOCX has underperformed FELIX with an annualized return of 16.87%, while FELIX has yielded a comparatively higher 30.89% 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%
FELIX
- 1D
- 7.13%
- 1M
- -4.45%
- YTD
- 7.49%
- 6M
- 14.48%
- 1Y
- 88.72%
- 3Y*
- 41.62%
- 5Y*
- 29.03%
- 10Y*
- 30.89%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BFOCX vs. FELIX - Expense Ratio Comparison
BFOCX has a 1.94% expense ratio, which is higher than FELIX's 0.75% expense ratio.
Return for Risk
BFOCX vs. FELIX — Risk / Return Rank
BFOCX
FELIX
BFOCX vs. FELIX - 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 I (FELIX). 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 | FELIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 2.26 | -0.86 |
Sortino ratioReturn per unit of downside risk | 1.96 | 2.86 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.40 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 5.21 | -2.00 |
Martin ratioReturn relative to average drawdown | 9.03 | 19.71 | -10.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BFOCX | FELIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 2.26 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.77 | -0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.90 | -0.88 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.41 | -0.39 |
Correlation
The correlation between BFOCX and FELIX 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. FELIX - Dividend Comparison
BFOCX has not paid dividends to shareholders, while FELIX's dividend yield for the trailing twelve months is around 6.05%.
| 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% |
FELIX Fidelity Advisor Semiconductors Fund Class I | 6.05% | 6.51% | 6.44% | 3.15% | 3.09% | 4.14% | 4.43% | 1.04% | 19.34% | 9.50% | 0.55% | 10.37% |
Drawdowns
BFOCX vs. FELIX - Drawdown Comparison
The maximum BFOCX drawdown since its inception was -97.42%, which is greater than FELIX's maximum drawdown of -71.17%. Use the drawdown chart below to compare losses from any high point for BFOCX and FELIX.
Loading graphics...
Drawdown Indicators
| BFOCX | FELIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.42% | -71.17% | -26.25% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -17.09% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -97.42% | -46.02% | -51.40% |
Max Drawdown (10Y)Largest decline over 10 years | -97.42% | -46.02% | -51.40% |
Current DrawdownCurrent decline from peak | -95.22% | -8.56% | -86.66% |
Average DrawdownAverage peak-to-trough decline | -61.72% | -21.27% | -40.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.30% | 4.52% | +1.78% |
Volatility
BFOCX vs. FELIX - Volatility Comparison
Berkshire Focus Fund (BFOCX) has a higher volatility of 16.76% compared to Fidelity Advisor Semiconductors Fund Class I (FELIX) at 12.80%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than FELIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BFOCX | FELIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.76% | 12.80% | +3.96% |
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% | 40.18% | +2.01% |
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% |