BFOCX
Berkshire Focus
$21.35
0.00 (0.00%)
Currency in USD / Last Updated: 4/25/2024
| Category | Tech |
|---|---|
| Market Cap | 227.151M |
| 52 Week High | 23.88 |
| 52 Week Low | 13.85 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | BFOCX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 21.35 |
| Price Yesterday | 21.35 |
| Market Cap | 227.15 |
| YTD Return | 12.37% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 5000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0194 |
Overview
| 52 Week High | 23.88 |
|---|---|
| 52 Week Low | 13.85 |
| Market Cap | 227.15M |
| Shares Outstanding | 10.64M |
| 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 | 0.00% |
|---|---|
| Five Days | -66.66% |
| One Months | -72.31% |
| Three Months | 44.34% |
| Six Months | 110.91% |
| Nine Months | 17.07% |
| One Year | 54.22% |
| Three Years | -15.73% |
| Five Years | 3.66% |
| Ten Years | 12.37% |
| YTD | 44.44% |
| Since Inception | 6.99% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | -2.15% |
| One Month | -10.59% |
| Three Months | 9.60% |
| Six Months | 44.75% |
| Nine Months | 12.61% |
| One Year | 54.15% |
| Three Years | -40.13% |
| Five Years | 19.65% |
| Ten Years | 220.28% |
| YTD | 12.37% |
| Since Inception | 506.53% |
Yearly Returns
| 2024 | 12.37% |
|---|---|
| 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 | 4.30% |
|---|---|
| Beta | 2.16 |
| Correlation | 83.46% |
| Downside Deviation | 7.74% |
| Coefficient of determination | 69.66% |
| Standard Deviation | 8.81% |
| Sharpe Ratio | 0.93 |
| Sortino | 3.65 |
| Treynor | 22.57 |
| Ulcer Index | 11.07 |
| Ulcer Performance Index | 2.55 |