U.S. Markets open in 1 hr 16 mins

Akre Focus Fund Retail Class (AKREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
64.74-0.34 (-0.52%)
At close: 8:06AM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return9.05%
5-Year Average Return13.95%
Number of Years Up11
Number of Years DownN/A
Best 1 Yr Total Return (Feb 3, 2019)38.90%
Worst 1 Yr Total Return (Feb 3, 2019)2.53%
Best 3-Yr Total Return38.90%
Worst 3-Yr Total Return7.07%

Trailing Returns (%) Vs. Benchmarks

ReturnAKREXCategory
YTD19.80%7.06%
1-Month5.06%-1.01%
3-Month7.82%5.70%
1-Year26.46%40.25%
3-Year22.85%20.90%
5-Year18.65%20.41%
10-Year19.15%15.23%
Last Bull Market27.84%25.95%
Last Bear Market-6.00%-17.28%

Annual Total Return (%) History

Year
AKREXCategory
2021
N/AN/A
2020
20.37%35.86%
2019
35.03%31.90%
2018
5.26%-2.09%
2017
30.49%27.67%
2016
8.29%3.23%
2015
2.53%3.60%
2014
10.56%10.00%
2013
38.90%33.92%
2012
16.04%15.34%
2011
11.09%-2.46%
2010
19.29%15.53%
2009
N/A35.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20213.90%N/AN/AN/A
2020-11.20%21.58%5.52%5.67%
201919.30%5.93%3.33%3.39%
20184.10%4.03%6.07%-8.37%
20175.96%4.72%9.99%6.92%
20161.64%1.40%4.91%0.14%
20152.44%1.95%-6.67%5.19%
20141.10%3.70%-1.42%6.97%
201311.57%6.39%6.99%9.38%
201211.75%-1.26%3.10%2.01%
20112.81%2.49%-6.73%13.05%
20104.82%-4.41%8.06%10.18%
20091.40%N/AN/AN/A

Rank In Category (By Total Return)

YTD29
1-Month51
3-Month63
1-Year99
3-Year56
5-Year49

Load Adjusted Returns

1-Year27.14%
3-Year21.67%
5-Year21.74%
10-Year18.17%