Berkshire Focus Financial Statements From 2010 to 2024
| BFOCX Fund | USD 30.82 0.92 2.90% |
Check Berkshire Focus financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Berkshire Focus' main balance sheet or income statement drivers, such as , as well as many indicators such as . Berkshire financial statements analysis is a perfect complement when working with Berkshire Focus Valuation or Volatility modules.
Berkshire |
Berkshire Focus Mutual Fund Year To Date Return Analysis
Berkshire Focus' Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Berkshire Focus Year To Date Return | 67.05 % |
Most of Berkshire Focus' fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Berkshire Focus is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Berkshire Focus has a Year To Date Return of 67%. This is much higher than that of the Berkshire family and significantly higher than that of the Technology category. The year to date return for all United States funds is notably lower than that of the firm.
Berkshire Focus Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Berkshire Focus's current stock value. Our valuation model uses many indicators to compare Berkshire Focus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Berkshire Focus competition to find correlations between indicators driving Berkshire Focus's intrinsic value. More Info.Berkshire Focus is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.21 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Berkshire Focus is roughly 4.82 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Berkshire Focus' earnings, one of the primary drivers of an investment's value.About Berkshire Focus Financial Statements
Berkshire Focus investors use historical fundamental indicators, such as Berkshire Focus' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Berkshire Focus. Please read more on 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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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