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Akre Focus Instl (AKRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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61.13+0.47 (+0.77%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.29%
5-year average return10.78%
Number of years up13
Number of years down1
Best 1-yr total return (2 May 2024)39.19%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return39.19%
Worst 3-yr total return5.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAKRIXCategory
YTD0.60%12.38%
1-month-6.98%5.09%
3-month-1.83%10.28%
1-year19.30%41.70%
3-year3.87%22.56%
5-year10.31%21.98%
10-year13.29%15.99%
Last bull market29.36%25.99%
Last bear market-13.03%-17.29%

Annual total return (%) history

Year
AKRIXCategory
2024
N/AN/A
2023
28.75%N/A
2022
-22.73%N/A
2021
24.52%N/A
2020
20.70%35.86%
2019
35.35%31.90%
2018
5.55%-2.09%
2017
30.86%27.67%
2016
8.60%3.23%
2015
2.76%3.60%
2014
10.86%10.00%
2013
39.19%33.92%
2012
16.45%15.34%
2011
11.39%-2.46%
2010
19.45%15.53%
2009
N/A35.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.15%N/AN/AN/A
20235.91%8.62%-4.10%16.70%
2022-11.18%-13.03%-8.51%9.33%
20213.98%9.80%1.96%6.98%
2020-11.14%21.66%5.58%5.74%
201919.34%6.04%3.39%3.45%
20184.18%4.10%6.11%-8.28%
20176.06%4.79%10.02%7.02%
20161.75%1.47%4.96%0.22%
20152.50%2.01%-6.59%5.21%
20141.19%3.76%-1.36%7.03%
201311.63%6.40%7.11%9.41%
201211.77%-1.06%3.15%2.10%
20112.88%2.56%-6.70%13.15%
20104.81%-4.40%8.14%10.24%
20091.60%N/AN/AN/A

Rank in category (by total return)

YTD97
1-month97
3-month100
1-year91
3-year64
5-year84

Load adjusted returns

1-year19.30%
3-year3.87%
5-year10.31%
10-year13.29%