BFOCX vs. FIKGX
Compare and contrast key facts about Berkshire Focus Fund (BFOCX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX).
BFOCX is managed by Berkshire. It was launched on Jun 30, 1997. FIKGX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
BFOCX vs. FIKGX - Performance Comparison
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BFOCX vs. FIKGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | -1.11% | 28.67% | 59.16% | 50.20% | -65.06% | -1.79% | 90.81% | 40.56% | -12.69% |
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 7.52% | 45.43% | 35.88% | 75.75% | -34.81% | 58.07% | 44.21% | 64.45% | -11.11% |
Returns By Period
In the year-to-date period, BFOCX achieves a -1.11% return, which is significantly lower than FIKGX's 7.52% 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%
FIKGX
- 1D
- 7.13%
- 1M
- -4.44%
- YTD
- 7.52%
- 6M
- 14.55%
- 1Y
- 88.96%
- 3Y*
- 38.99%
- 5Y*
- 27.65%
- 10Y*
- —
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BFOCX vs. FIKGX - Expense Ratio Comparison
BFOCX has a 1.94% expense ratio, which is higher than FIKGX's 0.62% expense ratio.
Return for Risk
BFOCX vs. FIKGX — Risk / Return Rank
BFOCX
FIKGX
BFOCX vs. FIKGX - 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 Z (FIKGX). 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 | FIKGX | 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 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.40 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 5.22 | -2.02 |
Martin ratioReturn relative to average drawdown | 9.03 | 19.77 | -10.74 |
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 | FIKGX | 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 | 0.73 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.85 | -0.83 |
Correlation
The correlation between BFOCX and FIKGX is 0.78, 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. FIKGX - Dividend Comparison
BFOCX has not paid dividends to shareholders, while FIKGX's dividend yield for the trailing twelve months is around 6.20%.
| 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% |
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 6.20% | 6.67% | 0.00% | 3.14% | 3.08% | 4.19% | 4.54% | 1.08% | 19.72% | 0.00% | 0.00% | 0.00% |
Drawdowns
BFOCX vs. FIKGX - Drawdown Comparison
The maximum BFOCX drawdown since its inception was -97.42%, which is greater than FIKGX's maximum drawdown of -45.98%. Use the drawdown chart below to compare losses from any high point for BFOCX and FIKGX.
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Drawdown Indicators
| BFOCX | FIKGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.42% | -45.98% | -51.44% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -17.09% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -97.42% | -45.98% | -51.44% |
Max Drawdown (10Y)Largest decline over 10 years | -97.42% | — | — |
Current DrawdownCurrent decline from peak | -95.22% | -8.55% | -86.67% |
Average DrawdownAverage peak-to-trough decline | -61.72% | -10.00% | -51.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.30% | 4.51% | +1.79% |
Volatility
BFOCX vs. FIKGX - Volatility Comparison
Berkshire Focus Fund (BFOCX) has a higher volatility of 16.76% compared to Fidelity Advisor Semiconductors Fund Class Z (FIKGX) at 12.80%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than FIKGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFOCX | FIKGX | 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% | 25.66% | +4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.19% | 40.19% | +2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,099.58% | 38.15% | +1,061.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 777.66% | 38.39% | +739.27% |