AKRIX vs. QQQ

In the year-to-date period, AKRIX achieves a 1.81% return, which is significantly higher than QQQ's -7.43% return. Over the past 10 years, AKRIX has underperformed QQQ with an annualized return of 11.29%, while QQQ has yielded a comparatively higher 16.64% annualized return.

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AKRIX has a 1.04% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund (AKRIX) and Invesco QQQ (QQQ). 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 0.55, which is comparable to the QQQ Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of AKRIX and QQQ, 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 has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.63%.

The maximum AKRIX drawdown since its inception was -34.14%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for AKRIX and QQQ. For additional features, visit the drawdowns tool.

The current volatility for Akre Focus Fund (AKRIX) is 12.68%, while Invesco QQQ (QQQ) has a volatility of 16.86%. This indicates that AKRIX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.