Sortino 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 Sortino 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 Jun 5, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| EFCNX | Emerald Insights Fund | 5.88 | |||
| VPMCX | Vanguard PRIMECAP Fund Investor Shares | 5.00 | |||
| POGRX | PrimeCap Odyssey Growth Fund | 4.76 | |||
| VHCAX | Vanguard Capital Opportunity Fund Admiral Shares | 4.46 | |||
| FOCKX | Fidelity OTC Portfolio Class K | 4.42 | |||
| FOCPX | Fidelity OTC Portfolio | 4.41 | |||
| FCGSX | Fidelity Series Growth Company Fund | 3.99 | |||
| FOKFX | Fidelity OTC K6 Portfolio | 3.99 | |||
| IMANX | Iman Fund | 3.96 | |||
| ANFFX | American Funds The New Economy Fund Class F-1 | 3.95 | |||
| AKREX | Akre Focus Fund Retail Class | — |
Historical Sortino Ratio
The chart shows AKREX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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