AKRIX vs. SWLGX

Last updated Jun 4, 2026

AKRIX (Akre Focus Fund) and SWLGX (Schwab U.S. Large-Cap Growth Index Fund) are both Large Cap Growth Equities funds. A 0.78 correlation means they provide meaningful diversification when combined. AKRIX charges 1.04%/yr vs 0.04%/yr for SWLGX.

Performance

AKRIX vs. SWLGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Akre Focus Fund (AKRIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AKRIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SWLGX

• 1D: -0.37%
• 1M: 7.15%
• YTD: 8.61%
• 6M: 8.00%
• 1Y: 27.46%
• 3Y*: 25.54%
• 5Y*: 16.03%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AKRIX vs. SWLGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AKRIX Akre Focus Fund	0.00%	3.83%	18.27%	28.75%	-22.74%	24.56%	20.70%	35.38%	5.54%	-0.21%
SWLGX Schwab U.S. Large-Cap Growth Index Fund	8.61%	18.55%	33.30%	42.67%	-29.17%	27.55%	38.43%	36.30%	-1.59%	-0.60%

Correlation

The correlation between AKRIX and SWLGX is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.23
Correlation (3Y) Calculated over the trailing 3-year period	0.53
Correlation (5Y) Calculated over the trailing 5-year period	0.72
Correlation (All Time) Calculated using the full available price history since Dec 20, 2017	0.78

Over the past year, the correlation between AKRIX and SWLGX has dropped to 0.23 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.

Return for Risk

AKRIX vs. SWLGX — Risk / Return Rank

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

SWLGX

SWLGX Risk / Return Rank: 32
SWLGX Sharpe Ratio Rank: 40
SWLGX Sortino Ratio Rank: 36
SWLGX Omega Ratio Rank: 37
SWLGX Calmar Ratio Rank: 22
SWLGX Martin Ratio Rank: 23

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AKRIX vs. SWLGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund (AKRIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	AKRIX	SWLGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.85	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.75	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.80	—

Drawdowns

Drawdown Indicators

	AKRIX	SWLGX	Difference
Max Drawdown Largest peak-to-trough decline	—	-32.69%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-16.16%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-23.30%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-32.69%	—
Current Drawdown Current decline from peak	—	-0.37%	—
Average Drawdown Average peak-to-trough decline	—	-7.05%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.80%	—

Volatility

Volatility by Period

	AKRIX	SWLGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.30%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.59%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	15.40%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.49%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	22.68%	—

AKRIX vs. SWLGX - Expense Ratio Comparison

AKRIX has a 1.04% expense ratio, which is higher than SWLGX's 0.04% expense ratio.

Dividends

AKRIX vs. SWLGX - Dividend Comparison

AKRIX's dividend yield for the trailing twelve months is around 4.49%, more than SWLGX's 0.42% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
AKRIX Akre Focus Fund	4.49%	4.49%	4.84%	3.42%	6.49%	3.54%	0.00%	2.92%	0.54%	0.60%	0.18%
SWLGX Schwab U.S. Large-Cap Growth Index Fund	0.42%	0.46%	0.52%	0.67%	0.93%	1.76%	0.67%	0.96%	1.03%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AKRIX and SWLGX in my portfolio?

AKRIX and SWLGX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.