AKRIX vs. VOOG

In the year-to-date period, AKRIX achieves a 7.82% return, which is significantly higher than VOOG's 2.12% return. Over the past 10 years, AKRIX has underperformed VOOG with an annualized return of 11.72%, while VOOG has yielded a comparatively higher 14.78% annualized return.

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AKRIX has a 1.04% expense ratio, which is higher than VOOG's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund (AKRIX) and Vanguard S&P 500 Growth ETF (VOOG). 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 0.73, which is comparable to the VOOG Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of AKRIX and VOOG, 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 VOOG's dividend yield for the trailing twelve months is around 0.55%.

The maximum AKRIX drawdown since its inception was -34.14%, roughly equal to the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for AKRIX and VOOG. For additional features, visit the drawdowns tool.

The current volatility for Akre Focus Fund (AKRIX) is 4.21%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.74%. This indicates that AKRIX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.