Australia markets close in 49 minutes

Berkshire Focus (BFOCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
21.350.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.37%
5-year average return3.75%
Number of years up17
Number of years down9
Best 1-yr total return (23 Apr 2024)92.26%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return92.26%
Worst 3-yr total return-19.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBFOCXCategory
YTD22.89%12.31%
1-month5.51%6.23%
3-month22.89%8.63%
1-year50.84%53.90%
3-year-11.88%27.50%
5-year5.82%28.80%
10-year11.79%18.74%
Last bull market25.01%24.03%
Last bear market-43.06%-20.41%

Annual total return (%) history

Year
BFOCXCategory
2024
N/AN/A
2023
50.20%N/A
2022
-65.06%N/A
2021
-1.38%N/A
2020
92.26%55.91%
2019
40.63%37.49%
2018
10.02%-3.21%
2017
44.07%35.35%
2016
-0.31%10.84%
2015
13.32%5.21%
2014
-1.36%12.55%
2013
43.09%35.45%
2012
20.39%13.08%
2011
-7.45%-7.62%
2010
45.61%20.00%
2009
83.86%61.99%
2008
-57.30%-45.33%
2007
39.09%16.12%
2006
4.20%7.08%
2005
15.48%5.76%
2004
3.62%4.24%
2003
66.93%55.77%
2002
-59.08%-42.86%
2001
-72.17%-36.89%
2000
-16.04%-31.36%
1999
142.90%129.22%
1998
103.96%51.99%
1997
N/A11.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202422.89%N/AN/AN/A
202322.37%17.57%-10.71%16.92%
2022-23.75%-43.06%-1.27%-18.49%
2021-7.06%7.65%-4.11%2.80%
2020-9.04%41.84%21.93%22.23%
201929.56%1.69%-5.10%12.47%
201812.25%8.84%14.56%-21.39%
201713.80%7.33%9.22%8.00%
2016-7.81%-2.68%12.50%-1.23%
20154.72%8.96%-8.52%8.56%
2014-0.34%3.83%-4.99%0.33%
20133.91%1.58%24.68%8.73%
201228.45%-5.00%7.72%-8.41%
20114.84%1.29%-12.17%-0.77%
20103.58%-1.45%25.00%14.12%
200912.95%26.32%18.15%9.07%
2008-28.38%8.73%-25.38%-26.52%
2007-3.91%10.50%17.34%11.64%
20067.36%-12.85%2.67%8.48%
2005-11.99%3.28%10.85%14.61%
2004-1.73%0.48%-15.45%24.11%
20031.05%32.73%5.87%17.56%
2002-4.62%-38.74%-41.54%19.81%
2001-61.55%17.65%-60.48%55.69%
200039.23%-6.56%19.41%-45.95%
199927.80%1.14%7.44%74.92%
199816.44%13.42%-2.19%57.90%
1997-13.05%N/AN/AN/A

Rank in category (by total return)

YTD2
1-month3
3-month2
1-year15
3-year92
5-year93

Load adjusted returns

1-year50.84%
3-year-11.88%
5-year5.82%
10-year11.79%