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Akre Focus Supra Institutional (AKRSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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61.05+0.41 (+0.68%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.63%
5-year average return10.40%
Number of years up7
Number of years down1
Best 1-yr total return (29 Apr 2024)35.51%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return35.51%
Worst 3-yr total return5.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAKRSXCategory
YTD8.18%12.38%
1-month1.49%5.09%
3-month8.18%10.28%
1-year31.59%41.70%
3-year8.91%22.56%
5-year12.99%21.98%
10-year14.05%15.99%
Last bull market36.91%25.99%
Last bear market-13.02%-17.29%

Annual total return (%) history

Year
AKRSXCategory
2024
N/AN/A
2023
28.85%N/A
2022
-22.67%N/A
2021
24.62%N/A
2020
20.81%35.86%
2019
35.51%31.90%
2018
5.66%-2.09%
2017
30.94%27.67%
2016
8.68%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.18%N/AN/AN/A
20235.93%8.64%-4.07%16.72%
2022-11.16%-13.02%-8.49%9.36%
20213.99%9.82%1.98%7.00%
2020-11.14%21.70%5.61%5.77%
201919.40%6.04%3.41%3.50%
20184.23%4.12%6.15%-8.28%
20176.06%4.82%10.08%7.00%
20161.75%1.51%4.96%0.26%
20155.25%N/AN/AN/A

Rank in category (by total return)

YTD90
1-month80
3-month90
1-year74
3-year52
5-year79

Load adjusted returns

1-year31.59%
3-year8.91%
5-year12.99%
10-year14.05%