Nasdaq - Delayed Quote USD
Berkshire Focus Fund (BFOCX)
20.80
-1.94
(-8.53%)
As of 8:08:42 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -31.22% |
| 5y Average Return | 4.94% |
| Number of Years Up | 18 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Apr 4, 2025) | 92.26% |
| Worst 1Y Total Return (Apr 4, 2025) | -- |
| Best 3Y Total Return | 92.26% |
| Worst 3Y Total Return | -19.72% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BFOCX
Category
- YTD
- -19.87%
- 12.31%
- 1-Month
- -15.72%
- 6.23%
- 3-Month
- -19.87%
- 8.63%
- 1-Year
- 3.77%
- 53.90%
- 3-Year
- -4.26%
- 27.50%
- 5-Year
- 6.88%
- 28.80%
- 10-Year
- 11.80%
- 18.74%
- Last Bull Market
- 43.39%
- 24.03%
- Last Bear Market
- -43.06%
- -20.41%
Annual Total Return (%) History
Year
BFOCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -19.87% | -- | -- | -- |
| 2024 | 22.89% | 4.93% | 2.69% | 20.19% |
| 2023 | 22.37% | 17.57% | -10.71% | 16.92% |
| 2022 | -23.75% | -43.06% | -1.27% | -18.49% |
| 2021 | -7.06% | 7.65% | -4.11% | 2.80% |
| 2020 | -9.04% | 41.84% | 21.93% | 22.23% |
| 2019 | 29.56% | 1.69% | -5.10% | 12.47% |
| 2018 | 12.25% | 8.84% | 14.56% | -21.39% |
| 2017 | 13.80% | 7.33% | 9.22% | 8.00% |
| 2016 | -7.81% | -2.68% | 12.50% | -1.23% |
| 2015 | 4.72% | 8.96% | -8.52% | 8.56% |
| 2014 | -0.34% | 3.83% | -4.99% | 0.33% |
| 2013 | 3.91% | 1.58% | 24.68% | 8.73% |
| 2012 | 28.45% | -5.00% | 7.72% | -8.41% |
| 2011 | 4.84% | 1.29% | -12.17% | -0.77% |
| 2010 | 3.58% | -1.45% | 25.00% | 14.12% |
| 2009 | 12.95% | 26.32% | 18.15% | 9.07% |
| 2008 | -28.38% | 8.73% | -25.38% | -26.52% |
| 2007 | -3.91% | 10.50% | 17.34% | 11.64% |
| 2006 | 7.36% | -12.85% | 2.67% | 8.48% |
| 2005 | -11.99% | 3.28% | 10.85% | 14.61% |
| 2004 | -1.73% | 0.48% | -15.45% | 24.11% |
| 2003 | 1.05% | 32.73% | 5.87% | 17.56% |
| 2002 | -4.62% | -38.74% | -41.54% | 19.81% |
| 2001 | -61.55% | 17.65% | -60.48% | 55.69% |
| 2000 | 39.23% | -6.56% | 19.41% | -45.95% |
| 1999 | 27.80% | 1.14% | 7.44% | 74.92% |
| 1998 | 16.44% | 13.42% | -2.19% | 57.90% |
| 1997 | -13.05% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 98 |
| 1-Month | 99 |
| 3-Month | 98 |
| 1-Year | 35 |
| 3-Year | 91 |
| 5-Year | 93 |
Load Adjusted Returns
| 1-Year | 3.77% |
| 3-Year | -4.26% |
| 5-Year | 6.88% |
| 10-Year | 11.80% |
Performance & Risk
| YTD Return | -31.22% |
| 5y Average Return | 4.94% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.65 |
| Morningstar Risk Rating |
Fund Overview
| Category | Technology |
| Fund Family | Berkshire |
| Net Assets | 209.25M |
| YTD Return | -19.87% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 01, 1997 |
Fund Summary
The fund invests primarily in common stocks that are selected for their long-term growth potential. It may invest in companies of any size. The fund concentrates its investments in the electronic technology industry, which means more than 25%, and as much as 100%, of the fund's total assets can be invested in that particular industry. It may invest without limitation in foreign securities and certain types of exchange traded funds. The fund is non-diversified.
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