BFOCX vs. STK
Compare and contrast key facts about Berkshire Focus Fund (BFOCX) and Columbia Seligman Premium Technology Growth Closed Fund (STK).
BFOCX is managed by Berkshire. It was launched on Jun 30, 1997. STK is an actively managed fund by Aberdeen. It was launched on Nov 25, 2009.
Performance
BFOCX vs. STK - Performance Comparison
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BFOCX vs. STK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | -7.50% | 28.67% | 59.16% | 50.20% | -65.06% | -1.79% | 90.81% | 40.56% | 10.04% | 44.10% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 4.31% | 24.85% | 17.74% | 46.60% | -30.36% | 48.63% | 25.39% | 52.73% | -14.91% | 33.52% |
Returns By Period
In the year-to-date period, BFOCX achieves a -7.50% return, which is significantly lower than STK's 4.31% return. Over the past 10 years, BFOCX has underperformed STK with an annualized return of 16.09%, while STK has yielded a comparatively higher 19.03% 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%
STK
- 1D
- 5.54%
- 1M
- -6.23%
- YTD
- 4.31%
- 6M
- 12.70%
- 1Y
- 46.63%
- 3Y*
- 22.64%
- 5Y*
- 14.46%
- 10Y*
- 19.03%
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BFOCX vs. STK - Expense Ratio Comparison
BFOCX has a 1.94% expense ratio, which is higher than STK's 1.26% expense ratio.
Return for Risk
BFOCX vs. STK — Risk / Return Rank
BFOCX
STK
BFOCX vs. STK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and Columbia Seligman Premium Technology Growth Closed Fund (STK). 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.
| BFOCX | STK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.83 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.67 | 2.53 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.36 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.31 | 3.31 | -1.00 |
Martin ratioReturn relative to average drawdown | 6.55 | 12.25 | -5.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BFOCX | STK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.83 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.59 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.74 | -0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.64 | -0.62 |
Correlation
The correlation between BFOCX and STK is 0.61, 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. STK - Dividend Comparison
BFOCX has not paid dividends to shareholders, while STK's dividend yield for the trailing twelve months is around 7.16%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 7.16% | 7.38% | 16.02% | 6.70% | 12.62% | 8.48% | 6.79% | 7.86% | 14.88% | 11.82% | 9.87% | 10.32% |
Drawdowns
BFOCX vs. STK - Drawdown Comparison
The maximum BFOCX drawdown since its inception was -97.42%, which is greater than STK's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for BFOCX and STK.
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Drawdown Indicators
| BFOCX | STK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.42% | -41.74% | -55.68% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -13.59% | -4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -97.42% | -36.27% | -61.15% |
Max Drawdown (10Y)Largest decline over 10 years | -97.42% | -41.74% | -55.68% |
Current DrawdownCurrent decline from peak | -95.53% | -7.51% | -88.02% |
Average DrawdownAverage peak-to-trough decline | -61.72% | -7.47% | -54.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.27% | 3.67% | +2.60% |
Volatility
BFOCX vs. STK - Volatility Comparison
Berkshire Focus Fund (BFOCX) has a higher volatility of 15.41% compared to Columbia Seligman Premium Technology Growth Closed Fund (STK) at 9.65%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than STK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFOCX | STK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.41% | 9.65% | +5.76% |
Volatility (6M)Calculated over the trailing 6-month period | 28.97% | 17.90% | +11.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.73% | 25.65% | +16.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,099.58% | 24.83% | +1,074.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 777.66% | 25.91% | +751.75% |