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    Berkshire Focus (BFOCX)

    17.78 Down 0.07(0.39%) Aug 30

    Performance Overview as of Jul 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:-4.56%
    5-Year Average Return:9.91%
    Number of Years Up:12
    Number of Years Down:6
    Best 1 Yr Total Return (2009-12-31):83.86%
    Worst 1 Yr Total Return (2001-12-31):-72.17%
    Best 3-Yr Total Return (N/A):35.32%
    Worst 3-Yr Total Return (N/A):-42.50%
    Load Adjusted Returns 
    1-Year:-8.51%
    3-Year:8.85%
    5-Year:9.91%
    10-Year:12.37%
    Trailing Returns (%) vs. Benchmarks 
    ReturnBFOCXCategoryDiffIndex*Diff
    Year To Date-4.56N/AN/AN/AN/A
    1-Month6.37N/AN/AN/AN/A
    3-Month6.24N/AN/AN/AN/A
    1-Year-8.51N/AN/AN/AN/A
    3-Year8.85N/AN/AN/AN/A
    5-Year9.91N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)28.66N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-13.34N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearBFOCXCategoryDiff
    2016N/AN/AN/A
    2015
     
    13.32N/AN/A
    2014
     
    -1.36N/AN/A
    2013
     
    43.09N/AN/A
    2012
     
    20.39N/AN/A
    2011
     
    -7.45N/AN/A
    2010
     
    45.61N/AN/A
    2009
     
    83.86N/AN/A
    2008
     
    -57.30N/AN/A
    2007
     
    39.09N/AN/A
    2006
     
    4.20N/AN/A
    2005
     
    15.48N/AN/A
    2004
     
    3.62N/AN/A
    2003
     
    66.93N/AN/A
    2002
     
    -59.08N/AN/A
    2001
     
    -72.17N/AN/A
    2000
     
    -16.04N/AN/A
    1999
     
    142.90N/AN/A
    1998
     
    103.96N/AN/A
    1997N/AN/AN/A
    Past Quarterly Returns (%) for BFOCX 
    Q1Q2Q3Q4
    2016-7.81-2.68N/AN/A
    20154.728.96-8.528.56
    2014-0.343.83-4.990.33
    20133.911.5824.688.73
    201228.45-5.007.72-8.41
    20114.841.29-12.17-0.77
    20103.58-1.4525.0014.12
    200912.9526.3218.159.07
    2008-28.388.73-25.38-26.52
    2007-3.9110.5017.3411.64
    20067.36-12.852.678.48
    2005-11.993.2810.8514.61
    2004-1.730.48-15.4524.11
    20031.0532.735.8717.56
    2002-4.62-38.74-41.5419.81
    2001-61.5517.65-60.4855.69
    200039.23-6.5619.41-45.95
    199927.801.147.4474.92
    199816.4413.42-2.1957.90
    1997-13.05N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date99N/A
    1-Month92N/A
    3-Month95N/A
    6-Month99N/A
    1-Year93N/A
    3-Year86N/A
    5-Year83N/A