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Berkshire Focus Fund: (MF: BFOCX)
(NASDAQ Mutual Funds) As of Apr 24, 2024 08:00 PM ET
$21.35 USD
-0.29 (-1.34%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 22.89 | 1 |
| 3 months | 22.89 | 1 |
| 6 months | 43.69 | 1 |
| 1 Year | 50.84 | 1 |
| 3 Year | -11.88 | 98 |
| 5 Year | 5.83 | 95 |
| 10 Year | 11.78 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 262.57 |
| Bear Market (10/07 - 2/09) | -59.32 |
| Bull Market (2/09 - 3/21) | 1,202.02 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 50.84 |
| 5 Year | 5.82 |
| 10 Year | 11.78 |
| Since Inception | 7.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 22.89 | NA | NA | NA |
| 2023 | 22.37 | 17.57 | -10.71 | 16.92 |
| 2022 | -23.75 | -43.06 | -1.27 | -18.49 |
| 2021 | -7.06 | 7.64 | -4.11 | 2.81 |
| 2020 | -9.04 | 41.83 | 21.92 | 22.22 |
| 2019 | 29.55 | 1.69 | -5.09 | 12.47 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 22.89 | 50.19 | -65.06 | -1.36 | 92.25 | 40.62 | 10.01 | 44.07 | -0.30 | 13.31 | -1.35 |
| % Total Return Rel to Index | 12.33 | 23.95 | -46.86 | -30.05 | 73.85 | 9.13 | 14.41 | 22.27 | -12.24 | 11.92 | -15.00 |
| % Total Return Rel to Peer | 12.94 | 27.19 | -45.36 | -23.42 | 72.34 | 12.20 | 16.88 | 23.39 | -8.12 | 14.91 | -9.56 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 7.08 | 9.27 | 3.91 | 1.27 | 4.66 | 0.02 | 1.73 | 0.01 |
| Expense Ratio | 0.00 | 1.97 | 1.94 | 1.90 | 1.92 | 1.95 | 1.97 | 2.02 | 2.01 | 1.99 | 1.99 |
* 1 = Top 20%, 5 = Bottom 20%