BFOCX vs. FSELX
Compare and contrast key facts about Berkshire Focus Fund (BFOCX) and Fidelity Select Semiconductors Portfolio (FSELX).
BFOCX is managed by Berkshire. It was launched on Jun 30, 1997. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFOCX or FSELX.
Correlation
The correlation between BFOCX and FSELX 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.
Performance
BFOCX vs. FSELX - Performance Comparison
Key characteristics
BFOCX:
1.82
FSELX:
1.24
BFOCX:
2.37
FSELX:
1.76
BFOCX:
1.30
FSELX:
1.22
BFOCX:
1.09
FSELX:
1.85
BFOCX:
9.44
FSELX:
5.13
BFOCX:
6.56%
FSELX:
8.77%
BFOCX:
34.00%
FSELX:
36.47%
BFOCX:
-95.80%
FSELX:
-81.70%
BFOCX:
-29.27%
FSELX:
-7.47%
Returns By Period
In the year-to-date period, BFOCX achieves a -0.30% return, which is significantly lower than FSELX's 0.57% return. Over the past 10 years, BFOCX has outperformed FSELX with an annualized return of 22.79%, while FSELX has yielded a comparatively lower 17.81% annualized return.
BFOCX
-0.30%
-5.96%
18.84%
63.33%
13.03%
22.79%
FSELX
0.57%
-2.22%
-5.42%
45.63%
22.35%
17.81%
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BFOCX vs. FSELX - Expense Ratio Comparison
BFOCX has a 1.94% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
BFOCX vs. FSELX — Risk-Adjusted Performance Rank
BFOCX
FSELX
BFOCX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and Fidelity Select Semiconductors Portfolio (FSELX). 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.
Dividends
BFOCX vs. FSELX - Dividend Comparison
BFOCX has not paid dividends to shareholders, while FSELX's dividend yield for the trailing twelve months is around 3.96%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 19.54% | 21.20% | 14.20% | 5.70% | 21.73% | 0.14% | 52.14% | 0.04% |
FSELX Fidelity Select Semiconductors Portfolio | 3.96% | 3.99% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% |
Drawdowns
BFOCX vs. FSELX - Drawdown Comparison
The maximum BFOCX drawdown since its inception was -95.80%, which is greater than FSELX's maximum drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for BFOCX and FSELX. For additional features, visit the drawdowns tool.
Volatility
BFOCX vs. FSELX - Volatility Comparison
Berkshire Focus Fund (BFOCX) has a higher volatility of 11.29% compared to Fidelity Select Semiconductors Portfolio (FSELX) at 9.41%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.