Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AKREX (AKRE FOCUS FUND RETAIL CLASS) | NA | 2.20% | 18.92% | 8.64% | 13.71% | 14.71% | NA | … | … |
Data as of 10/10/2025, Common starting date is 09/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AKREX (AKRE FOCUS FUND RETAIL CLASS) | 09/01/2009 | 10/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.91 | 2.20 | 18.92 | 8.64 | 13.71 | 14.71 | NA | … | … | 1.72 | 17.97 | 28.39 | -22.95 | 24.23 | 20.37 | 35.03 | 5.26 | 30.49 | 8.29 | 2.53 | 10.56 | 38.90 | 16.04 | 11.09 | 19.29 | 1.60 |
| Sharpe Ratio | NA | -0.04 | 0.91 | 0.36 | 0.66 | NA | NA | … | … | -0.04 | 1.07 | 1.76 | -0.93 | 1.64 | 0.61 | 3.10 | 0.24 | 3.96 | 0.57 | 0.18 | 0.87 | 3.49 | 1.43 | 0.56 | 1.51 | 1.37 |
| Standard Deviation(%) | NA | 18.90 | 16.95 | 18.28 | 18.38 | NA | NA | … | … | 20.09 | 13.45 | 14.23 | 26.44 | 14.80 | 32.76 | 10.83 | 16.40 | 7.57 | 14.27 | 14.03 | 12.08 | 11.13 | 11.29 | 19.81 | 12.72 | 3.52 |
| Draw Down(%) | NA | 14.96 | 14.96 | 31.93 | 31.93 | NA | NA | … | … | 14.96 | 8.04 | 10.98 | 30.85 | 7.18 | 30.85 | 4.93 | 15.28 | 2.21 | 11.76 | 10.85 | 7.84 | 5.82 | 7.90 | 14.66 | 8.81 | 0.99 |
| Yield(%) | 0.00 | 9.34 | 8.44 | 5.29 | 6.82 | 9.98 | 8.38 | … | … | 4.69 | 5.77 | 4.41 | 4.91 | 4.44 | 0.00 | 3.93 | 0.58 | 0.79 | 0.20 | 0.00 | 2.25 | 2.59 | 2.25 | 0.11 | 0.00 | 0.00 |
Data as of 10/10/2025, Common starting date is 09/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKREX (AKRE FOCUS FUND RETAIL CLASS) |
2.94%
Sep 2019 – Sep 2022 |
9.43%
Sep 2018 – Sep 2023 |
11.62%
Oct 2013 – Oct 2023 |
14.97%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKREX (AKRE FOCUS FUND RETAIL CLASS) |
26.39%
Dec 2018 – Dec 2021 |
23.02%
Oct 2016 – Oct 2021 |
19.30%
Aug 2011 – Aug 2021 |
16.05%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart