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BFOCX vs. GTTIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BFOCX vs. GTTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berkshire Focus Fund (BFOCX) and Gabelli Global Content & Connectivity Fund Class I (GTTIX). The values are adjusted to include any dividend payments, if applicable.

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BFOCX vs. GTTIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BFOCX
Berkshire Focus Fund
-7.50%28.67%59.16%50.20%-65.06%-1.79%90.81%40.56%10.04%44.10%
GTTIX
Gabelli Global Content & Connectivity Fund Class I
-2.99%27.42%14.93%22.82%-28.59%5.17%16.44%16.44%-11.28%14.18%

Returns By Period

In the year-to-date period, BFOCX achieves a -7.50% return, which is significantly lower than GTTIX's -2.99% return. Over the past 10 years, BFOCX has outperformed GTTIX with an annualized return of 16.09%, while GTTIX has yielded a comparatively lower 5.96% annualized return.


BFOCX

1D
-5.71%
1M
-5.71%
YTD
-7.50%
6M
-11.79%
1Y
48.53%
3Y*
32.48%
5Y*
0.99%
10Y*
16.09%

GTTIX

1D
-0.88%
1M
-7.81%
YTD
-2.99%
6M
-2.67%
1Y
19.49%
3Y*
16.42%
5Y*
4.59%
10Y*
5.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BFOCX vs. GTTIX - Expense Ratio Comparison

BFOCX has a 1.94% expense ratio, which is higher than GTTIX's 0.90% expense ratio.


Return for Risk

BFOCX vs. GTTIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BFOCX
BFOCX Risk / Return Rank: 7070
Overall Rank
BFOCX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
BFOCX Sortino Ratio Rank: 6868
Sortino Ratio Rank
BFOCX Omega Ratio Rank: 6161
Omega Ratio Rank
BFOCX Calmar Ratio Rank: 8888
Calmar Ratio Rank
BFOCX Martin Ratio Rank: 6969
Martin Ratio Rank

GTTIX
GTTIX Risk / Return Rank: 6565
Overall Rank
GTTIX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
GTTIX Sortino Ratio Rank: 7171
Sortino Ratio Rank
GTTIX Omega Ratio Rank: 6060
Omega Ratio Rank
GTTIX Calmar Ratio Rank: 7575
Calmar Ratio Rank
GTTIX Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BFOCX vs. GTTIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and Gabelli Global Content & Connectivity Fund Class I (GTTIX). 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.


BFOCXGTTIXDifference

Sharpe ratio

Return per unit of total volatility

1.13

1.30

-0.17

Sortino ratio

Return per unit of downside risk

1.67

1.81

-0.14

Omega ratio

Gain probability vs. loss probability

1.23

1.24

-0.01

Calmar ratio

Return relative to maximum drawdown

2.31

1.78

+0.53

Martin ratio

Return relative to average drawdown

6.55

4.64

+1.91

BFOCX vs. GTTIX - Sharpe Ratio Comparison

The current BFOCX Sharpe Ratio is 1.13, which is comparable to the GTTIX Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of BFOCX and GTTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BFOCXGTTIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.13

1.30

-0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

0.28

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.02

0.37

-0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.02

0.41

-0.39

Correlation

The correlation between BFOCX and GTTIX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

BFOCX vs. GTTIX - Dividend Comparison

BFOCX has not paid dividends to shareholders, while GTTIX's dividend yield for the trailing twelve months is around 18.49%.


TTM20252024202320222021202020192018201720162015
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%
GTTIX
Gabelli Global Content & Connectivity Fund Class I
18.49%17.94%0.00%0.32%2.29%6.74%3.09%7.22%6.96%7.11%7.34%8.62%

Drawdowns

BFOCX vs. GTTIX - Drawdown Comparison

The maximum BFOCX drawdown since its inception was -97.42%, which is greater than GTTIX's maximum drawdown of -39.84%. Use the drawdown chart below to compare losses from any high point for BFOCX and GTTIX.


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Drawdown Indicators


BFOCXGTTIXDifference

Max Drawdown

Largest peak-to-trough decline

-97.42%

-39.84%

-57.58%

Max Drawdown (1Y)

Largest decline over 1 year

-17.75%

-9.45%

-8.30%

Max Drawdown (5Y)

Largest decline over 5 years

-97.42%

-39.84%

-57.58%

Max Drawdown (10Y)

Largest decline over 10 years

-97.42%

-39.84%

-57.58%

Current Drawdown

Current decline from peak

-95.53%

-7.99%

-87.54%

Average Drawdown

Average peak-to-trough decline

-61.72%

-8.22%

-53.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.27%

3.67%

+2.60%

Volatility

BFOCX vs. GTTIX - Volatility Comparison

Berkshire Focus Fund (BFOCX) has a higher volatility of 15.41% compared to Gabelli Global Content & Connectivity Fund Class I (GTTIX) at 4.71%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than GTTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BFOCXGTTIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.41%

4.71%

+10.70%

Volatility (6M)

Calculated over the trailing 6-month period

28.97%

9.96%

+19.01%

Volatility (1Y)

Calculated over the trailing 1-year period

41.73%

14.62%

+27.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1,099.58%

16.26%

+1,083.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

777.66%

16.30%

+761.36%