Canada markets open in 1 hour 30 minutes

Akre Focus Supra Institutional (AKRSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
63.12+0.53 (+0.85%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.75%
5-Year Average Return11.85%
Number of Years Up7
Number of Years Down1
Best 1 Yr Total Return (May 30, 2024)35.51%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return35.51%
Worst 3-Yr Total Return5.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAKRSXCategory
YTD0.63%12.38%
1-Month-6.98%5.09%
3-Month-1.81%10.28%
1-Year19.40%41.70%
3-Year3.95%22.56%
5-Year10.40%21.98%
10-Year13.38%15.99%
Last Bull Market29.42%25.99%
Last Bear Market-13.02%-17.29%

Annual Total Return (%) History

Year
AKRSXCategory
2024
N/AN/A
2023
28.85%N/A
2022
-22.67%N/A
2021
24.62%N/A
2020
20.81%35.86%
2019
35.51%31.90%
2018
5.66%-2.09%
2017
30.94%27.67%
2016
8.68%3.23%
2015
N/A3.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.18%N/AN/AN/A
20235.93%8.64%-4.07%16.72%
2022-11.16%-13.02%-8.49%9.36%
20213.99%9.82%1.98%7.00%
2020-11.14%21.70%5.61%5.77%
201919.40%6.04%3.41%3.50%
20184.23%4.12%6.15%-8.28%
20176.06%4.82%10.08%7.00%
20161.75%1.51%4.96%0.26%
20155.25%N/AN/AN/A

Rank In Category (By Total Return)

YTD97
1-Month97
3-Month100
1-Year91
3-Year63
5-Year83

Load Adjusted Returns

1-Year19.40%
3-Year3.95%
5-Year10.40%
10-Year13.38%