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Berkshire Focus (BFOCX)

18.85 Up 0.06(0.32%) Jan 20

Risk as of Dec 30, 2016Get Risk for:
Risk Overview 
Morningstar Risk Rating:5
Number of Years Up12
Number of Years Down7
Best 1 Yr Total Return(Dec 30, 2009):83.86%
Worst 1 Yr Total Return(Dec 30, 2002):-59.08%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticBFOCXCategory
Alpha (against Standard Index)1.426.36
Beta (against Standard Index)1.121.06
Mean Annual Return0.460.86
R-squared (against Standard Index)40.0064.21
Standard Deviation19.9015.02
Sharpe Ratio0.270.68
Treynor Ratio3.159.14
5 Years
StatisticBFOCXCategory
Alpha (against Standard Index)4.455.10
Beta (against Standard Index)1.091.03
Mean Annual Return1.251.25
R-squared (against Standard Index)41.7762.00
Standard Deviation19.2315.02
Sharpe Ratio0.771.00
Treynor Ratio12.6614.39
10 Years
StatisticBFOCXCategory
Alpha (against Standard Index)8.195.20
Beta (against Standard Index)1.101.02
Mean Annual Return1.130.86
R-squared (against Standard Index)56.6275.45
Standard Deviation24.9020.03
Sharpe Ratio0.520.48
Treynor Ratio9.287.78