Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIIOX (Marsico International Opportunities Fund Institutional Class) | 8.14% | 17.42% | 25.37% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIIOX (Marsico International Opportunities Fund Institutional Class) | 01/03/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | 17.42 | 25.37 | NA | NA | NA | NA | … | … | 8.14 | 28.91 | 33.29 | 17.64 |
| Sharpe Ratio | NA | 0.73 | 1.14 | NA | NA | NA | NA | … | … | 0.69 | 1.27 | 1.66 | 1.02 |
| Standard Deviation(%) | NA | 20.15 | 19.35 | NA | NA | NA | NA | … | … | 25.55 | 20.51 | 17.91 | 13.92 |
| Draw Down(%) | NA | 15.28 | 17.48 | NA | NA | NA | NA | … | … | 14.73 | 17.48 | 11.42 | 11.94 |
| Yield(%) | 0.00 | 4.88 | 3.98 | 2.65 | 1.33 | 0.88 | 0.66 | … | … | 0.00 | 5.76 | 3.25 | 0.71 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MIIOX (Marsico International Opportunities Fund Institutional Class) |
19.70%
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 |
|---|---|---|---|---|
| MIIOX (Marsico International Opportunities Fund Institutional Class) |
27.28%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart