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Akre Focus Fund Retail Class (AKREX) Sharpe Ratio
Delisted

Mutual Fund · Currency in USD · Last updated Jul 11, 2026

The Akre Focus Fund (AKREX) primarily invests in securities of companies listed on U.S. stock exchanges. Its investments mainly consist of common stocks of companies of any market capitalization size. It may also invest in other equity-related instruments such as preferred stocks, warrants, options, partnership interests, limited liability company interests, business trust shares and rights, REITs, and other securities that can be converted into equity securities.

Sharpe ratio is not yet available for AKREX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Akre Focus Fund Retail Class's Sharpe Ratio with other mutual funds in the Large Cap Growth Equities category across multiple time periods, showing how AKREX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 11, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
VPMCXVanguard PRIMECAP Fund Investor Shares2.74
ONERXOne Rock Fund2.66
CHASXChase Growth Fund2.46
CHAIXChase Growth Fund Institutional Class2.46
VHCAXVanguard Capital Opportunity Fund Admiral Shares2.46
FOCKXFidelity OTC Portfolio Class K2.40
FOCPXFidelity OTC Portfolio2.40
FCGSXFidelity Series Growth Company Fund2.38
FSSKXFidelity Advisor Stock Selector All Cap Fund Class K2.22
FZAPXFidelity Advisor Stock Selector All Cap Fund Class Z2.21
AKREXAkre Focus Fund Retail Class—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows AKREX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when AKREX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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