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AKRIX vs. PRILX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AKRIX and PRILX is 0.86, 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

AKRIX vs. PRILX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Akre Focus Fund (AKRIX) and Parnassus Core Equity Institutional Shares (PRILX). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%700.00%December2025FebruaryMarchAprilMay
605.21%
238.33%
AKRIX
PRILX

Key characteristics

Sharpe Ratio

AKRIX:

0.80

PRILX:

0.18

Sortino Ratio

AKRIX:

1.18

PRILX:

0.37

Omega Ratio

AKRIX:

1.17

PRILX:

1.06

Calmar Ratio

AKRIX:

0.85

PRILX:

0.15

Martin Ratio

AKRIX:

2.65

PRILX:

0.42

Ulcer Index

AKRIX:

5.77%

PRILX:

8.26%

Daily Std Dev

AKRIX:

19.27%

PRILX:

19.65%

Max Drawdown

AKRIX:

-34.14%

PRILX:

-42.00%

Current Drawdown

AKRIX:

-6.92%

PRILX:

-13.08%

Returns By Period

In the year-to-date period, AKRIX achieves a 3.55% return, which is significantly higher than PRILX's -0.72% return. Over the past 10 years, AKRIX has outperformed PRILX with an annualized return of 11.38%, while PRILX has yielded a comparatively lower 5.06% annualized return.


AKRIX

YTD

3.55%

1M

11.10%

6M

-0.77%

1Y

12.95%

5Y*

9.19%

10Y*

11.38%

PRILX

YTD

-0.72%

1M

10.68%

6M

-8.70%

1Y

0.60%

5Y*

7.67%

10Y*

5.06%

*Annualized

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AKRIX vs. PRILX - Expense Ratio Comparison

AKRIX has a 1.04% expense ratio, which is higher than PRILX's 0.61% expense ratio.


Risk-Adjusted Performance

AKRIX vs. PRILX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AKRIX
The Risk-Adjusted Performance Rank of AKRIX is 6666
Overall Rank
The Sharpe Ratio Rank of AKRIX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of AKRIX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of AKRIX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of AKRIX is 7777
Calmar Ratio Rank
The Martin Ratio Rank of AKRIX is 6161
Martin Ratio Rank

PRILX
The Risk-Adjusted Performance Rank of PRILX is 2626
Overall Rank
The Sharpe Ratio Rank of PRILX is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of PRILX is 2626
Sortino Ratio Rank
The Omega Ratio Rank of PRILX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of PRILX is 2828
Calmar Ratio Rank
The Martin Ratio Rank of PRILX is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AKRIX vs. PRILX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund (AKRIX) and Parnassus Core Equity Institutional Shares (PRILX). 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 AKRIX Sharpe Ratio is 0.80, which is higher than the PRILX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of AKRIX and PRILX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.80
0.15
AKRIX
PRILX

Dividends

AKRIX vs. PRILX - Dividend Comparison

AKRIX has not paid dividends to shareholders, while PRILX's dividend yield for the trailing twelve months is around 10.20%.


TTM20242023202220212020201920182017201620152014
AKRIX
Akre Focus Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PRILX
Parnassus Core Equity Institutional Shares
10.20%10.17%6.18%10.34%7.94%6.04%8.23%9.89%7.37%3.99%9.84%3.30%

Drawdowns

AKRIX vs. PRILX - Drawdown Comparison

The maximum AKRIX drawdown since its inception was -34.14%, smaller than the maximum PRILX drawdown of -42.00%. Use the drawdown chart below to compare losses from any high point for AKRIX and PRILX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-6.92%
-13.08%
AKRIX
PRILX

Volatility

AKRIX vs. PRILX - Volatility Comparison

Akre Focus Fund (AKRIX) and Parnassus Core Equity Institutional Shares (PRILX) have volatilities of 9.97% and 10.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
9.97%
10.36%
AKRIX
PRILX