Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIGOX (Marsico Global Fund Institutional Class) | 13.01% | 24.60% | 30.41% | 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 |
|---|---|---|
| MIGOX (Marsico Global 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 (%) | -3.71 | 24.60 | 30.41 | NA | NA | NA | NA | … | … | 13.01 | 27.45 | 38.56 | 35.50 |
| Sharpe Ratio | NA | 1.05 | 1.30 | NA | NA | NA | NA | … | … | 1.12 | 1.08 | 1.85 | 2.05 |
| Standard Deviation(%) | NA | 20.08 | 20.67 | NA | NA | NA | NA | … | … | 24.94 | 22.92 | 18.91 | 15.77 |
| Draw Down(%) | NA | 14.90 | 20.62 | NA | NA | NA | NA | … | … | 14.90 | 20.62 | 12.58 | 10.47 |
| Yield(%) | 0.00 | 11.76 | 8.28 | 6.06 | 3.03 | 2.02 | 1.51 | … | … | 0.00 | 13.54 | 2.35 | 2.61 |
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 |
|---|---|---|---|---|
| MIGOX (Marsico Global Fund Institutional Class) |
26.81%
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 |
|---|---|---|---|---|
| MIGOX (Marsico Global Fund Institutional Class) |
34.51%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart