Performance | Average Annual Returns % as of 09/30/23 | ||||||
---|---|---|---|---|---|---|---|
FUND/INDEX | 3 MO | YTD | 1 YR | 3 YR | 5 YR | 10 YR | SINCE INCEPT.* |
Akre Focus Fund Retail (AKREX) | -4.17% | 10.10% | 20.29% | 3.65% | 9.43% | 12.19% | 13.92% |
Akre Focus Fund Institutional (AKRIX) | -4.10% | 10.32% | 20.61% | 3.93% | 9.73% | 12.48% | 14.22% |
S&P 500 TR | -3.27% | 13.07% | 21.62% | 10.15% | 9.92% | 11.91% | 12.92% |
*Inception Date is 08/31/09.