AKREX vs. SWPPX

In the year-to-date period, AKREX achieves a 11.10% return, which is significantly lower than SWPPX's 23.26% return. Over the past 10 years, AKREX has underperformed SWPPX with an annualized return of 10.93%, while SWPPX has yielded a comparatively higher 12.86% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

AKREX has a 1.30% expense ratio, which is higher than SWPPX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund Retail Class (AKREX) and Schwab S&P 500 Index Fund (SWPPX). 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.

The current AKREX Sharpe Ratio is 0.82, which is lower than the SWPPX Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of AKREX and SWPPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither AKREX nor SWPPX has paid dividends to shareholders.

The maximum AKREX drawdown since its inception was -34.37%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for AKREX and SWPPX. For additional features, visit the drawdowns tool.

Akre Focus Fund Retail Class (AKREX) has a higher volatility of 6.71% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.82%. This indicates that AKREX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.