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Akre Focus Fund (AKRIX) Sortino Ratio
Delisted

Mutual Fund · Currency in USD · Last updated Aug 1, 2026

The fund invests primarily in securities of companies listed on U.S. stock exchanges. Investments consist primarily of common stocks of companies of any size market capitalization. It may also invest in preferred stocks, warrants, options, and other equity-like instruments, such as partnership interests, limited liability company interests, business trust shares and rights, REITs, and other securities that are convertible into equity securities. The fund is non-diversified.

Sortino ratio is not yet available for AKRIX. 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's Sortino Ratio with other mutual funds in the Large Cap Growth Equities category across multiple time periods, showing how AKRIX'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 Aug 1, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
DNVYXDavis New York Venture Fund Class Y3.18
VPMCXVanguard PRIMECAP Fund Investor Shares3.12
VHCAXVanguard Capital Opportunity Fund Admiral Shares2.76
IOLZXICON Equity Fund2.74
FSSKXFidelity Advisor Stock Selector All Cap Fund Class K2.52
FZAPXFidelity Advisor Stock Selector All Cap Fund Class Z2.51
FDSSXFidelity Stock Selector All Cap Fund2.50
FBRNXFidelity Advisor Stock Selector All Cap Fund Class I2.50
CHAIXChase Growth Fund Institutional Class2.48
CHASXChase Growth Fund2.47
AKRIXAkre Focus Fund—
Benchmark

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Time Period

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Historical Sortino Ratio

The chart shows AKRIX'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 AKRIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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