BFOCX
Berkshire Focus
$25.68
-0.04 (-0.16%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tech |
|---|---|
| Market Cap | 258.503M |
| 52 Week High | 25.73 |
| 52 Week Low | 14.28 |
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Key Data
| Symbol | BFOCX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 25.68 |
| Price Yesterday | 25.72 |
| Market Cap | 258.50 |
| YTD Return | 35.16% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 5000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0197 |
Overview
| 52 Week High | 25.73 |
|---|---|
| 52 Week Low | 14.28 |
| Market Cap | 258.50M |
| Shares Outstanding | 10.07M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -32.47% |
|---|---|
| Five Days | 469.05% |
| One Months | 201.26% |
| Three Months | 46.74% |
| Six Months | 92.32% |
| Nine Months | 82.21% |
| One Year | 41.85% |
| Three Years | -10.98% |
| Five Years | 6.56% |
| Ten Years | 13.22% |
| YTD | 79.42% |
| Since Inception | 7.68% |
Returns Total
| One Day | -0.16% |
|---|---|
| Five Days | 3.51% |
| One Month | 9.14% |
| Three Months | 9.88% |
| Six Months | 37.92% |
| Nine Months | 56.01% |
| One Year | 41.80% |
| Three Years | -29.33% |
| Five Years | 37.27% |
| Ten Years | 245.02% |
| YTD | 35.16% |
| Since Inception | 629.75% |
Yearly Returns
| 2024 | 35.16% |
|---|---|
| 2023 | 50.20% |
| 2022 | -65.06% |
| 2021 | -1.38% |
| 2020 | 92.27% |
| 2019 | 40.63% |
| 2018 | 10.02% |
| 2017 | 44.08% |
| 2016 | -0.31% |
| 2015 | 13.32% |
Risk against SP-DA
| Alpha | -18.78% |
|---|---|
| Beta | 2.37 |
| Correlation | 86.23% |
| Downside Deviation | 7.70% |
| Coefficient of determination | 74.36% |
| Standard Deviation | 8.83% |
| Sharpe Ratio | 0.43 |
| Sortino | 1.71 |
| Treynor | 15.4 |
| Ulcer Index | 11.3 |
| Ulcer Performance Index | 1.16 |