BFOCX vs. RSEGX

In the year-to-date period, BFOCX achieves a -0.30% return, which is significantly higher than RSEGX's -1.27% return. Over the past 10 years, BFOCX has outperformed RSEGX with an annualized return of 22.79%, while RSEGX has yielded a comparatively lower -1.11% annualized return.

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BFOCX has a 1.94% expense ratio, which is higher than RSEGX's 1.40% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and Victory RS Small Cap Growth Fund (RSEGX). 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 higher than the RSEGX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of BFOCX and RSEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither BFOCX nor RSEGX has paid dividends to shareholders.

The maximum BFOCX drawdown since its inception was -95.80%, which is greater than RSEGX's maximum drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for BFOCX and RSEGX. For additional features, visit the drawdowns tool.

Berkshire Focus Fund (BFOCX) has a higher volatility of 11.29% compared to Victory RS Small Cap Growth Fund (RSEGX) at 6.15%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than RSEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.