BFOCX vs. QQQ

In the year-to-date period, BFOCX achieves a -1.29% return, which is significantly lower than QQQ's 2.26% return. Over the past 10 years, BFOCX has outperformed QQQ with an annualized return of 20.86%, while QQQ has yielded a comparatively lower 17.72% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BFOCX has a 1.94% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and Invesco QQQ (QQQ). 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 0.70, which is comparable to the QQQ Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of BFOCX and QQQ, 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 QQQ's dividend yield for the trailing twelve months is around 0.57%.

The maximum BFOCX drawdown since its inception was -95.80%, which is greater than QQQ's maximum drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for BFOCX and QQQ. For additional features, visit the drawdowns tool.

Berkshire Focus Fund (BFOCX) has a higher volatility of 11.25% compared to Invesco QQQ (QQQ) at 6.48%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.