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Berkshire Focus (BFOCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.60+0.17 (+0.79%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.68%
5-Year Average Return3.72%
Number of Years Up17
Number of Years Down9
Best 1 Yr Total Return (May 2, 2024)92.26%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return92.26%
Worst 3-Yr Total Return-19.72%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBFOCXCategory
YTD13.05%12.31%
1-Month-8.01%6.23%
3-Month12.34%8.63%
1-Year48.55%53.90%
3-Year-14.94%27.50%
5-Year3.65%28.80%
10-Year12.20%18.74%
Last Bull Market58.74%24.03%
Last Bear Market-43.06%-20.41%

Annual Total Return (%) History

Year
BFOCXCategory
2024
N/AN/A
2023
50.20%N/A
2022
-65.06%N/A
2021
-1.38%N/A
2020
92.26%55.91%
2019
40.63%37.49%
2018
10.02%-3.21%
2017
44.07%35.35%
2016
-0.31%10.84%
2015
13.32%5.21%
2014
-1.36%12.55%
2013
43.09%35.45%
2012
20.39%13.08%
2011
-7.45%-7.62%
2010
45.61%20.00%
2009
83.86%61.99%
2008
-57.30%-45.33%
2007
39.09%16.12%
2006
4.20%7.08%
2005
15.48%5.76%
2004
3.62%4.24%
2003
66.93%55.77%
2002
-59.08%-42.86%
2001
-72.17%-36.89%
2000
-16.04%-31.36%
1999
142.90%129.22%
1998
103.96%51.99%
1997
N/A11.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202422.89%N/AN/AN/A
202322.37%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%
201929.56%1.69%-5.10%12.47%
201812.25%8.84%14.56%-21.39%
201713.80%7.33%9.22%8.00%
2016-7.81%-2.68%12.50%-1.23%
20154.72%8.96%-8.52%8.56%
2014-0.34%3.83%-4.99%0.33%
20133.91%1.58%24.68%8.73%
201228.45%-5.00%7.72%-8.41%
20114.84%1.29%-12.17%-0.77%
20103.58%-1.45%25.00%14.12%
200912.95%26.32%18.15%9.07%
2008-28.38%8.73%-25.38%-26.52%
2007-3.91%10.50%17.34%11.64%
20067.36%-12.85%2.67%8.48%
2005-11.99%3.28%10.85%14.61%
2004-1.73%0.48%-15.45%24.11%
20031.05%32.73%5.87%17.56%
2002-4.62%-38.74%-41.54%19.81%
2001-61.55%17.65%-60.48%55.69%
200039.23%-6.56%19.41%-45.95%
199927.80%1.14%7.44%74.92%
199816.44%13.42%-2.19%57.90%
1997-13.05%N/AN/AN/A

Rank In Category (By Total Return)

YTD6
1-Month90
3-Month5
1-Year11
3-Year93
5-Year92

Load Adjusted Returns

1-Year48.55%
3-Year-14.94%
5-Year3.65%
10-Year12.20%