AKRIX vs. QYLD

In the year-to-date period, AKRIX achieves a 1.82% return, which is significantly higher than QYLD's -7.62% return. Over the past 10 years, AKRIX has outperformed QYLD with an annualized return of 11.30%, while QYLD has yielded a comparatively lower 7.46% annualized return.

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AKRIX has a 1.04% expense ratio, which is higher than QYLD's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund (AKRIX) and Global X NASDAQ 100 Covered Call ETF (QYLD). 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 0.63, which is higher than the QYLD Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of AKRIX and QYLD, 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 QYLD's dividend yield for the trailing twelve months is around 13.93%.

The maximum AKRIX drawdown since its inception was -34.14%, which is greater than QYLD's maximum drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for AKRIX and QYLD. For additional features, visit the drawdowns tool.

The current volatility for Akre Focus Fund (AKRIX) is 12.69%, while Global X NASDAQ 100 Covered Call ETF (QYLD) has a volatility of 14.23%. This indicates that AKRIX experiences smaller price fluctuations and is considered to be less risky than QYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.