Performance | Average Annual Returns % as of 12/31/23 | ||||||
---|---|---|---|---|---|---|---|
FUND/INDEX | 3 MO | YTD | 1 YR | 3 YR | 5 YR | 10 YR | SINCE INCEPT.* |
Akre Focus Fund Retail (AKREX) | 16.62% | 28.39% | 28.39% | 7.11% | 14.84% | 12.91% | 14.88% |
Akre Focus Fund Institutional (AKRIX) | 16.71% | 28.75% | 28.75% | 7.40% | 15.14% | 13.21% | 15.19% |
S&P 500 TR | 11.69% | 26.29% | 26.29% | 10.00% | 15.69% | 12.03% | 13.55% |
*Inception Date is 08/31/09.