Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIFOX (Marsico Focus Fund Institutional Class) | 7.03% | 15.47% | 24.90% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/03/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIFOX (Marsico Focus Fund Institutional Class) | 01/03/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.92 | 15.47 | 24.90 | NA | NA | NA | NA | … | … | 7.03 | 12.79 | 41.12 | 46.25 |
| Sharpe Ratio | NA | 0.81 | 1.06 | NA | NA | NA | NA | … | … | 0.79 | 0.42 | 1.95 | 2.52 |
| Standard Deviation(%) | NA | 16.90 | 20.23 | NA | NA | NA | NA | … | … | 18.88 | 23.66 | 19.25 | 17.15 |
| Draw Down(%) | NA | 10.34 | 23.55 | NA | NA | NA | NA | … | … | 10.30 | 23.55 | 13.16 | 10.70 |
| Yield(%) | 0.00 | 16.07 | 12.10 | 9.29 | 4.64 | 3.10 | 2.32 | … | … | 0.00 | 16.79 | 8.06 | 3.09 |
Data as of 06/09/2026, Common starting date is 01/03/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIFOX (Marsico Focus Fund Institutional Class) |
25.19%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIFOX (Marsico Focus Fund Institutional Class) |
30.59%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart