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Berkshire Focus Fund: (MF: BFOCX)

(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET

$26.14 USD

+0.23 (0.89%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -19.87 99
3 months -19.87 99
6 months -3.69 52
1 Year 3.77 48
3 Year -4.26 98
5 Year 6.88 97
10 Year 11.80 25

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 262.57
Bear Market (10/07 - 2/09) -59.32
Bull Market (2/09 - 3/21) 1,707.77

Load Adjusted Returns as of Mar 31, 2025

1 Year 3.77
5 Year 6.88
10 Year 11.80
Since Inception 7.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -19.87 NA NA NA
2024 22.89 4.92 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 7.64 -4.11 2.81
2020 -9.04 41.83 21.92 22.22

Annual Return

20252024202320222021202020192018201720162015
% Total Return -19.8759.1550.19-65.06-1.3692.2540.6210.0144.07-0.3013.31
% Total Return Rel to Index -15.6034.1323.95-46.86-30.0573.859.1314.4122.27-12.2411.92
% Total Return Rel to Peer -14.8439.7627.19-45.36-23.4272.3412.2016.8823.39-8.1214.91
% Perf Quintile vs Peer* 0.000.001.005.005.001.001.001.001.005.001.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.007.089.273.911.274.660.021.73
Expense Ratio 0.001.961.971.941.901.921.951.972.022.011.99

* 1 = Top 20%, 5 = Bottom 20%