AKRIX vs. PRILX

In the year-to-date period, AKRIX achieves a 4.47% return, which is significantly higher than PRILX's 1.79% return. Over the past 10 years, AKRIX has outperformed PRILX with an annualized return of 13.91%, while PRILX has yielded a comparatively lower 5.18% annualized return.

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

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 0.93, which is higher than the PRILX Sharpe Ratio of 0.05. 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.

AKRIX's dividend yield for the trailing twelve months is around 4.64%, more than PRILX's 0.52% yield.

The maximum AKRIX drawdown since its inception was -31.77%, 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.

Akre Focus Fund (AKRIX) has a higher volatility of 4.52% compared to Parnassus Core Equity Institutional Shares (PRILX) at 3.88%. This indicates that AKRIX's price experiences larger fluctuations and is considered to be riskier than PRILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.