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Akre Focus Retail (AKREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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58.64+0.45 (+0.77%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.43%
5-year average return10.41%
Number of years up13
Number of years down1
Best 1-yr total return (1 May 2024)38.90%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return38.90%
Worst 3-yr total return4.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAKREXCategory
YTD8.11%12.38%
1-month1.47%5.09%
3-month8.11%10.28%
1-year31.13%41.70%
3-year8.54%22.56%
5-year12.60%21.98%
10-year13.67%15.99%
Last bull market36.52%25.99%
Last bear market-13.09%-17.29%

Annual total return (%) history

Year
AKREXCategory
2024
N/AN/A
2023
28.39%N/A
2022
-22.93%N/A
2021
24.19%N/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
20248.11%N/AN/AN/A
20235.85%8.54%-4.17%16.62%
2022-11.23%-13.09%-8.57%9.25%
20213.90%9.74%1.88%6.90%
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)

YTD91
1-month81
3-month91
1-year76
3-year56
5-year81

Load adjusted returns

1-year31.13%
3-year8.54%
5-year12.60%
10-year13.67%