AKREX vs. FSKAX
Compare and contrast key facts about Akre Focus Fund Retail Class (AKREX) and Fidelity Total Market Index Fund (FSKAX).
AKREX is managed by Akre. It was launched on Aug 31, 2009. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AKREX or FSKAX.
Correlation
The correlation between AKREX and FSKAX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AKREX vs. FSKAX - Performance Comparison
Key characteristics
AKREX:
1.01
FSKAX:
2.00
AKREX:
1.37
FSKAX:
2.67
AKREX:
1.19
FSKAX:
1.37
AKREX:
0.85
FSKAX:
2.99
AKREX:
4.64
FSKAX:
12.68
AKREX:
3.09%
FSKAX:
2.03%
AKREX:
14.17%
FSKAX:
12.88%
AKREX:
-34.37%
FSKAX:
-35.01%
AKREX:
-10.46%
FSKAX:
-4.07%
Returns By Period
In the year-to-date period, AKREX achieves a 12.34% return, which is significantly lower than FSKAX's 23.68% return. Over the past 10 years, AKREX has underperformed FSKAX with an annualized return of 10.95%, while FSKAX has yielded a comparatively higher 12.12% annualized return.
AKREX
12.34%
-6.27%
5.41%
13.15%
7.63%
10.95%
FSKAX
23.68%
-0.95%
8.93%
24.31%
13.85%
12.12%
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AKREX vs. FSKAX - Expense Ratio Comparison
AKREX has a 1.30% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Risk-Adjusted Performance
AKREX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund Retail Class (AKREX) and Fidelity Total Market Index Fund (FSKAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AKREX vs. FSKAX - Dividend Comparison
AKREX has not paid dividends to shareholders, while FSKAX's dividend yield for the trailing twelve months is around 0.18%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Akre Focus Fund Retail Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Fidelity Total Market Index Fund | 0.18% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% | 1.54% |
Drawdowns
AKREX vs. FSKAX - Drawdown Comparison
The maximum AKREX drawdown since its inception was -34.37%, roughly equal to the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for AKREX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
AKREX vs. FSKAX - Volatility Comparison
Akre Focus Fund Retail Class (AKREX) has a higher volatility of 6.88% compared to Fidelity Total Market Index Fund (FSKAX) at 3.89%. This indicates that AKREX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.