Berkshire Focus Fund Manager Performance Evaluation
| BFOCX Fund | USD 31.12 0.62 2.03% |
The fund shows a Beta (market volatility) of 1.71, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Berkshire Focus will likely underperform.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Berkshire Focus are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Berkshire Focus showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.9700 |
Berkshire |
Berkshire Focus Relative Risk vs. Return Landscape
If you would invest 2,387 in Berkshire Focus on August 24, 2024 and sell it today you would earn a total of 725.00 from holding Berkshire Focus or generate 30.37% return on investment over 90 days. Berkshire Focus is currently producing 0.4331% returns and takes up 1.9062% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Berkshire, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Berkshire Focus Current Valuation
Undervalued
Today
Please note that Berkshire Focus' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Berkshire Focus shows a prevailing Real Value of $33.14 per share. The current price of the fund is $31.12. We determine the value of Berkshire Focus from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Berkshire Focus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Berkshire Mutual Fund. However, Berkshire Focus' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 31.12 | Real 33.14 | Hype 31.12 | Naive 31.53 |
The intrinsic value of Berkshire Focus' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Berkshire Focus' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Berkshire Focus helps investors to forecast how Berkshire mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Berkshire Focus more accurately as focusing exclusively on Berkshire Focus' fundamentals will not take into account other important factors: Berkshire Focus Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Berkshire Focus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Berkshire Focus, and traders can use it to determine the average amount a Berkshire Focus' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2272
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BFOCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.91 actual daily | 17 83% of assets are more volatile |
Expected Return
| 0.43 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 17 83% of assets perform better |
Based on monthly moving average Berkshire Focus is performing at about 17% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Berkshire Focus by adding it to a well-diversified portfolio.
Berkshire Focus Fundamentals Growth
Berkshire Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Berkshire Focus, and Berkshire Focus fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Berkshire Mutual Fund performance.
| Price To Earning | 28.83 X | |||
| Price To Book | 5.98 X | |||
| Price To Sales | 3.97 X | |||
About Berkshire Focus Performance
Evaluating Berkshire Focus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Berkshire Focus has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Berkshire Focus has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in common stocks that are selected for their long-term growth potential. It may invest in companies of any size. The fund concentrates its investments in the electronic technology industry, which means more than 25, and as much as 100, of the funds total assets can be invested in that particular industry. It may invest without limitation in foreign securities and certain types of exchange traded funds. The fund is non-diversified.Things to note about Berkshire Focus performance evaluation
Checking the ongoing alerts about Berkshire Focus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Berkshire Focus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -11.0% | |
| Berkshire Focus holds 92.18% of its assets under management (AUM) in equities |
- Analyzing Berkshire Focus' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Berkshire Focus' stock is overvalued or undervalued compared to its peers.
- Examining Berkshire Focus' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Berkshire Focus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Berkshire Focus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Berkshire Focus' mutual fund. These opinions can provide insight into Berkshire Focus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Berkshire Mutual Fund
Berkshire Focus financial ratios help investors to determine whether Berkshire Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Berkshire with respect to the benefits of owning Berkshire Focus security.
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