AKRIX vs. SWLGX

Last updated Apr 2, 2026

Compare and contrast key facts about Akre Focus Fund (AKRIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).

AKRIX is managed by Akre. It was launched on Aug 31, 2009. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.

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.

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	-9.81%	18.55%	33.30%	42.67%	-29.17%	27.55%	38.43%	36.30%	-1.59%	-0.60%

Returns By Period

AKRIX

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

SWLGX

• 1D: 3.74%
• 1M: -5.56%
• YTD: -9.81%
• 6M: -9.30%
• 1Y: 17.72%
• 3Y*: 21.15%
• 5Y*: 12.37%
• 10Y*: —

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

AKRIX vs. SWLGX - Expense Ratio Comparison

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

AKRIX

Akre Focus Fund

SWLGX

Schwab U.S. Large-Cap Growth Index Fund

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: 41
SWLGX Sharpe Ratio Rank: 37
SWLGX Sortino Ratio Rank: 44
SWLGX Omega Ratio Rank: 41
SWLGX Calmar Ratio Rank: 45
SWLGX Martin Ratio Rank: 37

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	—	0.83	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.58	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.70	—

Correlation

The correlation between AKRIX and SWLGX is 0.79, 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.

Dividends

AKRIX vs. SWLGX - Dividend Comparison

AKRIX's dividend yield for the trailing twelve months is around 4.49%, more than SWLGX's 0.51% yield.

	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	0.51%	0.46%	0.52%	0.67%	0.93%	1.76%	0.67%	0.96%	1.03%	0.00%	0.00%

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 (5Y) Largest decline over 5 years	—	-32.69%	—
Current Drawdown Current decline from peak	—	-13.03%	—
Average Drawdown Average peak-to-trough decline	—	-7.13%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.69%	—

Volatility

Volatility by Period

	AKRIX	SWLGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.73%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.40%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	22.57%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.52%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	22.81%	—