Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AKRIX (AKRE FOCUS FUND INSTITUTIONAL CLASS) | -16.30% | -21.17% | 5.67% | 2.61% | 11.27% | 12.89% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AKRIX (AKRE FOCUS FUND INSTITUTIONAL CLASS) | 09/01/2009 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | -21.17 | 5.67 | 2.61 | 11.27 | 12.89 | NA | … | … | -16.30 | 1.07 | 18.27 | 28.75 | -22.74 | 24.56 | 20.70 | 35.35 | 5.55 | 30.86 | 8.60 | 2.76 | 10.86 | 39.19 | 16.45 | 11.39 | 19.45 | 1.80 |
| Sharpe Ratio | NA | -1.29 | 0.14 | 0.00 | 0.52 | NA | NA | … | … | -1.58 | -0.10 | 1.09 | 1.78 | -0.92 | 1.66 | 0.62 | 3.13 | 0.26 | 3.99 | 0.59 | 0.19 | 0.90 | 3.53 | 1.47 | 0.57 | 1.52 | 1.65 |
| Standard Deviation(%) | NA | 18.43 | 17.01 | 18.96 | 18.69 | NA | NA | … | … | 23.18 | 19.07 | 13.45 | 14.23 | 26.44 | 14.81 | 32.77 | 10.82 | 16.38 | 7.60 | 14.23 | 14.03 | 12.09 | 11.09 | 11.26 | 19.76 | 12.71 | 3.30 |
| Draw Down(%) | NA | 29.93 | 29.93 | 31.77 | 31.77 | NA | NA | … | … | 22.92 | 15.16 | 8.00 | 10.91 | 30.71 | 7.15 | 30.85 | 4.92 | 15.19 | 2.21 | 11.74 | 10.84 | 7.76 | 5.83 | 7.80 | 14.67 | 8.70 | 1.09 |
| Yield(%) | 0.00 | 4.17 | 5.30 | 4.60 | 6.36 | 9.09 | 8.40 | … | … | 0.00 | 4.48 | 5.54 | 4.25 | 4.75 | 4.31 | 0.00 | 3.85 | 0.57 | 0.78 | 0.20 | 0.00 | 2.23 | 2.57 | 2.50 | 0.28 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| AKRIX (AKRE FOCUS FUND INSTITUTIONAL CLASS) |
3.20%
Sep 2019 – Sep 2022 |
1.98%
Apr 2021 – Apr 2026 |
11.15%
Mar 2016 – Mar 2026 |
12.50%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKRIX (AKRE FOCUS FUND INSTITUTIONAL CLASS) |
26.72%
Dec 2018 – Dec 2021 |
23.35%
Oct 2016 – Oct 2021 |
19.62%
Aug 2011 – Aug 2021 |
16.36%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart