BFOCX vs. MSEQX

In the year-to-date period, BFOCX achieves a -0.30% return, which is significantly lower than MSEQX's 1.05% return. Over the past 10 years, BFOCX has outperformed MSEQX with an annualized return of 22.79%, while MSEQX has yielded a comparatively lower 4.18% annualized return.

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BFOCX has a 1.94% expense ratio, which is higher than MSEQX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and Morgan Stanley Growth Portfolio Class I (MSEQX). 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.

The current BFOCX Sharpe Ratio is 1.82, which is comparable to the MSEQX Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of BFOCX and MSEQX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BFOCX has not paid dividends to shareholders, while MSEQX's dividend yield for the trailing twelve months is around 0.54%.

The maximum BFOCX drawdown since its inception was -95.80%, which is greater than MSEQX's maximum drawdown of -78.57%. Use the drawdown chart below to compare losses from any high point for BFOCX and MSEQX. For additional features, visit the drawdowns tool.

Berkshire Focus Fund (BFOCX) has a higher volatility of 11.29% compared to Morgan Stanley Growth Portfolio Class I (MSEQX) at 9.30%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than MSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.