AKRIX vs. TRBCX

Over the past 10 years, AKRIX has underperformed TRBCX with an annualized return of 11.50%, while TRBCX has yielded a comparatively higher 15.04% annualized return.

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AKRIX has a 1.04% expense ratio, which is higher than TRBCX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund (AKRIX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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 0.92, which is lower than the TRBCX Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of AKRIX and TRBCX, 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 TRBCX's dividend yield for the trailing twelve months is around 8.99%.

The maximum AKRIX drawdown since its inception was -34.14%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for AKRIX and TRBCX. For additional features, visit the drawdowns tool.

Akre Focus Fund (AKRIX) has a higher volatility of 6.29% compared to T. Rowe Price Blue Chip Growth Fund (TRBCX) at 5.24%. This indicates that AKRIX's price experiences larger fluctuations and is considered to be riskier than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.