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 Jul 11, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| VPMCX | Vanguard PRIMECAP Fund Investor Shares | 3.63 | |||
| VHCAX | Vanguard Capital Opportunity Fund Admiral Shares | 3.29 | |||
| CHAIX | Chase Growth Fund Institutional Class | 3.23 | |||
| CHASX | Chase Growth Fund | 3.22 | |||
| BPTRX | Baron Partners Fund | 3.09 | |||
| FOCKX | Fidelity OTC Portfolio Class K | 3.08 | |||
| FOCPX | Fidelity OTC Portfolio | 3.08 | |||
| FCGSX | Fidelity Series Growth Company Fund | 3.06 | |||
| FSSKX | Fidelity Advisor Stock Selector All Cap Fund Class K | 2.99 | |||
| FZAPX | Fidelity Advisor Stock Selector All Cap Fund Class Z | 2.98 | |||
| 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.
Loading charts...
IHow does AKREX fit in your portfolio?
Add your other holdings to see your portfolio's Sortino Ratio and find out.
Analyze Your Portfolio