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Berkshire Focus Fund BFOCX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BFOCX | Replication |
|---|---|---|
| Annualized growth | 4.4% | 17.8% |
| Annualized volatility | 41.7% | 23.1% |
| Sharpe ratio | 0.31 | 0.83 |
| Maximum drawdown | 72.0% | 32.1% |
| Replication fit (R²) | 0.66 · Tracking error 24.2% | |
Replication portfolio
The published portfolio below is the investable basket used to model BFOCX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| XLK | Sector · Technology | 78.6% |
| VBK | Small-Cap · Growth | 21.4% |