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BFOCX: Berkshire Focus Fund (MUTUAL FUND)
Basic Info 53.58 6.75(11.19%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 06/30/1997 |
| Last Dividend Date: | 12/28/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.94% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/30/1997 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -10.2 | 37.7 | 73.4 | 44.5 | 9.8 | 21.0 | 17.1 | 16.1 | 9.9 | 28.7 | 59.2 | 50.2 | -65.1 | -1.8 | 90.8 | 40.6 | 10.0 | 44.1 | -0.3 | 13.2 | -1.4 | 42.9 | 20.4 | -7.5 | 46.7 | 83.9 | -57.3 | 39.1 | 4.2 | 15.5 | 3.6 | 66.9 | -59.1 | -72.2 | -16.0 | 143.5 | 104.0 | -12.6 |
| Sharpe Ratio | NA | 2.33 | 1.82 | 1.07 | 0.17 | 0.51 | NA | NA | 0.21 | 0.67 | 1.65 | 1.36 | -1.07 | -0.05 | 2.09 | 1.58 | 0.27 | 2.76 | -0.03 | 0.62 | -0.05 | 2.43 | 0.98 | -0.25 | 1.8 | 2.54 | -1.19 | 1.33 | 0.04 | 0.64 | 0.08 | 1.69 | -0.92 | -0.88 | -0.26 | 3.39 | 2.65 | -1.19 |
| Draw Down(%) | NA | 14.6 | 17.2 | 40.6 | 72.5 | 72.5 | NA | NA | 95.8 | 40.6 | 21.6 | 28.7 | 66.6 | 29.2 | 34.3 | 12.6 | 29.4 | 9.7 | 20.5 | 16.1 | 28.7 | 8.6 | 18.7 | 21.7 | 11.9 | 18.6 | 63.7 | 17.8 | 27.4 | 19.4 | 40.8 | 20.6 | 73.5 | 85.5 | 56.2 | 26.3 | 29.1 | 17.9 |
| Standard Deviation(%) | NA | 46.6 | 38.9 | 38.6 | 43.9 | 37.8 | NA | NA | 40.2 | 44.0 | 33.8 | 34.6 | 62.4 | 35.7 | 43.0 | 24.7 | 32.7 | 15.8 | 20.2 | 21.4 | 29.1 | 17.7 | 20.9 | 29.6 | 25.9 | 33.0 | 48.8 | 27.1 | 22.4 | 20.8 | 31.2 | 39.1 | 65.6 | 85.2 | 77.9 | 41.3 | 38.0 | 22.7 |
| Treynor Ratio | NA | 0.71 | 0.46 | 0.29 | 0.05 | 0.15 | NA | NA | 0.07 | 0.21 | 0.39 | 0.31 | -0.42 | -0.01 | 0.93 | 0.33 | 0.07 | 0.34 | 0.0 | 0.13 | -0.01 | 0.37 | 0.18 | -0.07 | 0.4 | 0.74 | -0.52 | 0.29 | 0.01 | 0.11 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.04 | -0.01 | 0.01 | -0.05 | -0.03 | NA | NA | 0.01 | 0.01 | 0.06 | -0.07 | -0.15 | -0.15 | 0.12 | -0.05 | 0.03 | -0.01 | -0.06 | 0.03 | -0.1 | 0.02 | 0.02 | -0.03 | 0.1 | 0.03 | -0.08 | 0.07 | -0.02 | 0.05 | 0.04 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.54 | 1.55 | 1.44 | 1.5 | 1.32 | NA | NA | 1.24 | 1.42 | 1.41 | 1.51 | 1.6 | 1.45 | 0.97 | 1.2 | 1.3 | 1.3 | 1.1 | 0.98 | 1.63 | 1.15 | 1.13 | 1.07 | 1.17 | 1.13 | 1.12 | 1.26 | 1.23 | 1.22 | 1.36 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.73 | 0.75 | 0.81 | 0.77 | 0.76 | NA | NA | 0.39 | 0.85 | 0.82 | 0.68 | 0.76 | 0.67 | 0.83 | 0.77 | 0.87 | 0.84 | 0.83 | 0.68 | 0.62 | 0.67 | 0.8 | 0.82 | 0.84 | 0.91 | 0.88 | 0.69 | 0.74 | 0.61 | 0.68 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 3.5 | 15.7 | 15.8 | 21.6 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 16.4 | 32.8 | 17.7 | 5.8 | 25.6 | 0.1 | 9.9 | 0.0 | 15.7 | 0.0 | 0.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 13.5 | 1.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -63.1 | 543.6 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -23.8 | 137.2 | 207.3 | -72.7 | 18560.0 | -98.6 | 21537.5 | -99.6 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -84.6 | 1121.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/1997
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