Total-return comparison vs the S&P 500 and NASDAQ — growth of $10,000.
Growth of $10k · 2009–2026 · total return (div-adjusted)
Benchmarks
Accessible funds
| Fund / index | Vehicle | Since | CAGR (full history) |
|---|---|---|---|
| Akre Focus | $AKREX | 2009 | 14.4% |
| S&P 500 | $SPY | 2003 | 10.4% |
| NASDAQ-100 | $QQQ | 2003 | 14.5% |
Dividend/split-adjusted total return. Mutual funds use NAV, listed trusts use share price. Past performance does not predict future results. Not financial advice.