Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFOCX (Berkshire Focus Fund) | 55.05% | 92.01% | 50.38% | 12.45% | 22.38% | 18.15% | 16.80% | … | … |
Data as of 06/04/2026, Common starting date is 06/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFOCX (Berkshire Focus Fund) | 06/30/1997 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 1.70 | 92.01 | 50.38 | 12.45 | 22.38 | 18.15 | 16.80 | … | … | 55.05 | 28.67 | 59.16 | 50.20 | -65.06 | -1.79 | 90.81 | 40.56 | 10.04 | 44.10 | -0.30 | 13.20 | -1.36 | 42.89 | 20.39 | -7.45 | 46.69 | 83.86 | -57.30 | 39.09 | 4.20 | 15.48 | 3.62 | 66.93 | -59.08 | -72.17 | -16.04 | 143.48 | 103.96 | -12.62 |
| Sharpe Ratio | NA | 2.59 | 1.32 | 0.22 | 0.55 | NA | NA | … | … | 4.26 | 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 | 1.80 | 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 |
| Standard Deviation(%) | NA | 36.64 | 37.89 | 43.53 | 37.61 | NA | NA | … | … | 42.80 | 44.05 | 33.76 | 34.58 | 62.40 | 35.66 | 43.00 | 24.66 | 32.70 | 15.84 | 20.17 | 21.35 | 29.11 | 17.67 | 20.86 | 29.63 | 25.89 | 33.01 | 48.75 | 27.07 | 22.44 | 20.79 | 31.24 | 39.10 | 65.55 | 85.18 | 77.90 | 41.31 | 37.96 | 22.67 |
| Draw Down(%) | NA | 17.22 | 40.55 | 72.53 | 72.53 | NA | NA | … | … | 13.84 | 40.55 | 21.57 | 28.67 | 66.58 | 29.23 | 34.27 | 12.56 | 29.44 | 9.67 | 20.51 | 16.12 | 28.68 | 8.63 | 18.68 | 21.72 | 11.87 | 18.59 | 63.74 | 17.76 | 27.40 | 19.42 | 40.81 | 20.61 | 73.55 | 85.46 | 56.23 | 26.29 | 29.14 | 17.92 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.55 | 15.66 | 15.81 | 21.58 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 16.45 | 32.75 | 17.66 | 5.80 | 25.56 | 0.14 | 9.89 | 0.05 | 15.70 | 0.00 | 0.00 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.12 | 13.53 | 0.98 |
Data as of 06/04/2026, Common starting date is 06/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFOCX (Berkshire Focus Fund) |
-59.02%
Feb 2000 – Feb 2003 |
-37.37%
Aug 2000 – Aug 2005 |
-17.60%
Aug 2000 – Aug 2010 |
-7.11%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFOCX (Berkshire Focus Fund) |
93.24%
Aug 1997 – Aug 2000 |
38.21%
Feb 2016 – Feb 2021 |
25.38%
Feb 2009 – Feb 2019 |
19.16%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison Chart