Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRFOX (MARSHFIELD CONCENTRATED OPPORTUNITY FUND MARSHFIELD CONCENTRATED OPPORTUNITY FUND) | 1.05% | 7.04% | 14.74% | 11.35% | 15.58% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRFOX (MARSHFIELD CONCENTRATED OPPORTUNITY FUND MARSHFIELD CONCENTRATED OPPORTUNITY FUND) | 12/30/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.97 | 7.04 | 14.74 | 11.35 | 15.58 | NA | NA | … | … | 1.05 | 9.32 | 17.10 | 17.68 | 5.06 | 17.71 | 15.20 | 36.26 | 1.92 | 25.93 | 14.78 | -1.00 |
| Sharpe Ratio | NA | 0.44 | 1.11 | 0.73 | 0.98 | NA | NA | … | … | 0.00 | 0.55 | 1.57 | 1.26 | 0.22 | 1.62 | 0.53 | 3.18 | 0.04 | 3.35 | 1.05 | NA |
| Standard Deviation(%) | NA | 9.88 | 10.32 | 12.07 | 14.30 | NA | NA | … | … | 10.14 | 11.95 | 8.59 | 11.19 | 16.91 | 10.92 | 28.15 | 10.95 | 14.20 | 7.58 | 13.92 | 0.00 |
| Draw Down(%) | NA | 7.03 | 7.91 | 12.98 | 29.10 | NA | NA | … | … | 7.03 | 7.91 | 4.06 | 6.84 | 12.98 | 5.70 | 29.10 | 4.75 | 13.00 | 2.79 | 10.24 | 1.00 |
| Yield(%) | 0.00 | 1.69 | 2.91 | 3.27 | 5.15 | 3.50 | 2.63 | … | … | 0.00 | 1.75 | 5.15 | 0.54 | 0.37 | 7.56 | 3.00 | 1.87 | 1.93 | 2.53 | 0.70 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRFOX (MARSHFIELD CONCENTRATED OPPORTUNITY FUND MARSHFIELD CONCENTRATED OPPORTUNITY FUND) |
9.08%
Sep 2019 – Sep 2022 |
10.88%
May 2021 – May 2026 |
15.38%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRFOX (MARSHFIELD CONCENTRATED OPPORTUNITY FUND MARSHFIELD CONCENTRATED OPPORTUNITY FUND) |
22.75%
Jun 2016 – Jun 2019 |
21.03%
Jun 2016 – Jun 2021 |
16.55%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart